Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Releases FAQ on Secure 2.0 Emergency Savings Accounts
By Melanie WaddellLabor's FAQ covers eligibility, contribution, distribution and withdrawal rules.
January 16, 2024
16 Most Expensive States for a Comfortable Retirement: 2024A retiree will need at least $1 million to retire comfortably in these states, GOBankingRates finds.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 09, 2024
Qualifying for Medicaid LTC Benefits Could Get TougherHome equity exemptions could fall, and lookback periods for asset transfers could grow to 20 years.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
January 05, 2024
Avoiding Tax Advice Liability: 9 Things Advisors Must KnowAdvisors can't file returns for clients, but there's still a lot they can do on the tax front.