Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 States Where $1M Goes Fastest in Retirement
By Michael S. FischerRetirees might think $1 million sounds like a lot, but it might not be enough in these states.
December 29, 2022
The 10 Top Life and Annuity Stories of 2022Two items on the list rank higher than the COVID-19 pandemic.
December 29, 2022
Top 20 Life and Annuity Articles of 2022The most popular article was about group annuity account statements.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.
December 27, 2022
7 Retirement Income Predictions for 2023It's likely to be a key year for retirement income innovation, and not just because of Secure Act 2.0.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 22, 2022
Gen Zers Look Forward to Early RetirementA Northwestern Mutual study finds that Gen Zers expect to retire before 60.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.