Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Estate and Retirement Planning Questions for Blended Families
By Emily HolbrookRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
Even Millionaires Worry About Being Able to Retire Comfortably: NatixisThirty-five percent of millionaires in a new survey say "it will take a miracle" to achieve a secure retirement.
October 17, 2022
House Democrat Aims to Rename 'Medicare Advantage'Rep. Mark Pocan filed H.R. 9187, which would block the program from calling itself "Medicare."
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.
October 14, 2022
Medicare Advantage Market Still Looks Great: UnitedHealth ExecutivesA small player cut back. A giant is getting ready to grow.
October 14, 2022
Will Fidelity Steal Advisors' Rollover Lunch?Fidelity's new platform could lead more retirees to annuitize their 401(k) instead of rolling it into an advised account.
October 14, 2022
Google Sees Strong Shopper Interest in Medicare Advantage PlansThis could be a good year for Medicare plan sales.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.