Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Good Advisors Can't Ignore the Inequities Following Women Into Retirement
By John ManganaroThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
Look for Record-Breaking Annuity Sales in Q1: LIMRAVolatility-conscious consumers paid a record $209.9 billion for fixed annuities last year, and they're not done yet.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 07, 2023
Beware the Medicare Surcharge When Crafting Retirement Income PlansAdvisors can deliver value to clients by helping them avoid IRMAA surcharges.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 07, 2023
Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': StrategistFollowing the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset Management says.
March 07, 2023
7 Long-Term Care Program Ideas for Taxphobic TimesMinnesota asked experts about one LTC proposal and sparked brainstorming.
March 06, 2023
Average American Expects to Retire Early: SurveyHowever, some survey respondents say they will never retire because they might not financially be able to quit.