Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDC
By Allison BellFinal figures for the year show overall life expectancy fell again, to 76.4 years.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 20, 2022
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 ActParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 20, 2022
A Time for Cheer (and Social Security Scams)Increasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 20, 2022
Secure Act 2.0 Included in $1.7T Spending BillThe 4,000-plus page legislation, released early Tuesday, also contains the Registration for Indexed-Linked Annuities (or RILA) Act.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 19, 2022
Spending Bill Vote, Likely With Secure Act 2.0, Expected Before ChristmasSIFMA is "optimistic Congress will include several important bipartisan retirement policy changes" in the bill.