Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Many Retirees Wish They'd Planned, Saved Earlier: EBRI Survey
By Dinah Wisenberg BrinRetirees with a financial advisor, a financial plan and more assets were less likely to regret their previous financial decisions.
June 21, 2022
Michael Finke Teams With Life Insurer on Income Planning ProgramProtective Life Corp.'s new program will provide strategies for analyzing clients' income needs and risks.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 17, 2022
No Surprises Act May Block Some Patients' Access to Care: ProvidersOne question: What happens when surgery takes 15 minutes longer than expected?
June 17, 2022
Medicare Has Problems With Seeing Race and Ethnicity: Inspector General's OfficeThe numbers for people who identify themselves as American Indian or as an Alaska Native are especially weak, officials say.
June 16, 2022
Can This Annuity Rider Help Your Client Through Rough Markets?A GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 16, 2022
How Rising Yields Affect Retirees: Morningstar's BenzRetirees should do an audit of their bond holdings in a rising rate environment, the personal finance director says.