Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
401(k) Warning: Don't Confuse 'After-Tax' With Roth
By Robert Bloink and William H. ByrnesWhen a 401(k) account contains both pre- and after-tax dollars, the pro rata rule applies to distributions.
July 01, 2025
Long-Term Care Insurance Leaves the DoghouseSecurities analysts at Wells Fargo, at least, are suggesting that this is a possibility.
June 30, 2025
How to Soothe 'Really Worried' Retirement Savers: Jamie HopkinsHere are five ways to boost pre-retirees' confidence, according to the Bryn Mawr Capital Management CEO.
June 30, 2025
When Clients Returning to Original Medicare Want MedigapMedigap policies can be a lifesaver — for the clients who can get them.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 27, 2025
9 Key Tax Considerations for NewlywedsClients should consider a number of important tax-related actions as soon as possible after marriage.
June 27, 2025
7 Ways to Tap Retirement Funds Early (With Minimal Penalties)Withdrawing retirement plan assets before age 59.5 is neither illegal nor necessarily an inherently bad financial move.