Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 States With the Most Income Tax Writeoffs
By Michael S. FischerTaxpayers with expenses like mortgage interest can often write off far more than the standard deduction.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
IRS Waives 2024 RMDs for IRA Beneficiaries Under 10-Year Rule"Here we go again," Ed Slott tells ThinkAdvisor.
April 16, 2024
Two-Thirds of Pre-Retirees Expect to Work Past 65Here's how advisors are helping them, according to a Nationwide survey.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.