Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lawmakers Introduce Bipartisan Medicare Hearing Aid Benefits Bill
By Allison BellH.R. 244, sponsored by Rep. Debbie Dingell, could also add original Medicare coverage for routine hearing exams.
January 11, 2023
Will Secure 2.0 Increase Long-Term Care Insurance Sales?One provision in the law will allow people to tap individual retirement accounts or 401(k) plans to pay for LTCI coverage.
January 09, 2023
So It's Time for Your Client to Tap Their 401(k). Now What?Clients are often in the dark about the options available for drawing down their retirement accounts.
January 09, 2023
14 States With Income Tax Cuts in 2023Many of the cuts are aimed at retirement income, according to the Tax Foundation.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 06, 2023
Jeff Levine Answers Secure 2.0 Tax Questions From AdvisorsThe CPA and financial planner addressed Roth contributions, RMDs and 529 plan rollovers.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.
January 05, 2023
16 Best Countries for Retirement Abroad: 2023International Living gathered data on factors like costs, climate and health care from its on-the-ground contributors.