Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How the New Retirement Fear Index Could Help You Serve Clients
By Roger WohlnerThe composite measure from David Conti benchmarks the evolving concerns of many retirees and pre-retirees.
July 16, 2026
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?SLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 16, 2026
PRO
The Best Way to Manage Taxes in Retirement? Start EarlyActive planning before RMDs kick in, Cecil Staton offers, can both minimize liabilities and optimize investments.
July 15, 2026
New Bill Would Force Congress to Act on Social SecurityThe Promise Act would start "the process of preserving promised benefits," according to Sen. Bill Cassidy.
July 15, 2026
Medicare Will Cross a Grim Line in 11 Years: Alicia MunnellThe retirement researcher looked at the trustees' report and saw a messy X.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 15, 2026
PRO
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 15, 2026
9 Talking Points for Clients Who Think Stocks Will Go Up ForeverOften, bull markets feel like they will never end — until, suddenly, they do.