Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Nov. 1 Might Be a Smart Retirement Date for Your Older Clients
By John ManganaroRick Ferri is warning near-retiree clients about a potentially overlooked consideration that could cost pension recipients big-time.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
October 06, 2022
Ed Slott: Bill Waiving RMDs for 2022 Is DoomedWhile the Secure Act 2.0 will likely raise the RMD age, a waiver would cause "havoc," Slott says.
October 06, 2022
Stale Health Care Provider Directories Make Officials SickThe Centers for Medicare and Medicaid Services might start a provider data hub of its own.
October 06, 2022
10 Most Affordable States for 2023 Medicare Advantage PlansThe premiums may be just a small part of a client's health care spending.
October 05, 2022
Fidelity Readies Annuity Platform for 401(k) AssetsAdvisors have a critical role in helping clients make decisions around income planning, Fidelity's Keri Dogan tells ThinkAdvisor.
October 05, 2022
Top 10 Destination States for Retirees on the MoveOlder people frequently move to warmer states, but weather isn't the only factor driving their decision.
October 05, 2022
6 Top Tips for Selling Taxable Assets: Christine BenzIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.