Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Small Annuity Decisions, Big Tax Consequences
By John StevensonHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 01, 2026
PRO
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.
April 30, 2026
Medicare's Donut Hole Closed, but Enrollees Still Have Bills to PayFor many retirees, the prescription drug expenses peak at beginning of the year.
April 28, 2026
PRO
'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 22, 2026
How RIAs, Other Advisors Work With Clients on Retirement Planning: SurveySome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
April 22, 2026
If You Can't Beat Health Care Cost Increases ... Hedge Them?A top insurance industry risk math expert has designed two new ETFs for that purpose.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.