Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Analysts Say Sanders' New 'Medicare For All' Bill Could Create a Care Gap
By Allison BellOne critic says paying current Medicare rates to providers would leave 97% of new care demand unmet.
May 11, 2022
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in AprilThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.
May 10, 2022
Kestra Teams With Envestnet on New Retirement Plan PlatformThe announcement came two days before the Envestnet Advisor Summit in Charlotte, North Carolina.
May 10, 2022
How to Reinvest 'Excess' RMDsOlder clients must take their entire RMD, but that doesn't mean they have to spend it all.
May 09, 2022
Father of 4% Rule Urges Caution, Cash as Market Risk RisesBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 09, 2022
All Clients Need Bone Scans: LTCI InsiderBrittle bones can cause catastrophic problems for both women and for men.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
May 06, 2022
Michael Finke Explains the Bolt-On AnnuityThe researcher says a contingent deferred annuity can be a good tool for generating lifetime income.