Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Americans Worry About Retirement Savings Shortfall: Survey
By Michael S. FischerConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
May 06, 2024
15 Cheapest States for Nursing Home Care: 2024The average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.
May 03, 2024
Genworth's CEO Aims for 2025 Long-Term Care Insurance LaunchTom McInerney, the CEO, worries about some current issuers' prices.
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.