Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
4% Rule Falls Short for Retirees With Big Health Care Expenses
By John ManganaroAnnual health care expenses tend to grow sharply toward the end of life, HealthView Services data shows.
July 17, 2023
12 Worst States for Out-of-Pocket Medicare Drug CostsIn one state, patients' average share of the total is more than $600 per year.
July 17, 2023
8 Best Retirement Moves of 2023: Advisors' AdviceStaying the course does not mean passing up opportunities that present themselves.
July 17, 2023
IRS Issues New 2023 RMD Relief for IRA BeneficiariesNew guidance also gives 72-year-olds who mistakenly started RMDs early extra time to return the money.
July 14, 2023
The Real Reason a Higher Retirement Age Won't Fix Social SecurityRaising the retirement age would have little effect on how long people work, researchers argue.
July 12, 2023
Social Security COLA Estimated at 3% for 2024 Amid Mixed Inflation SignalsA COLA of 3% would raise the current average monthly benefit by about $54.
July 11, 2023
No, Social Security Shouldn't Invest in Stocks: ResearchersExperts say there are strong arguments on both sides, but the bigger concern is whether it's too late.
July 10, 2023
U.S. May Have Suffered 16,500 Extra Deaths in JunePreliminary mortality from all causes appears to be at least 8.7% higher than the 2019 level.