Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
15 Cheapest States for Nursing Home Care: 2024
By Michael S. Fischer | Katie RassThe average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 30, 2024
15 Most Expensive States for Nursing Home Care: 2024Genworth found average costs rose 4%. Home health aides? You don't want to know.
April 26, 2024
Can You Beat My Score on This Retirement Literacy Test?Put your retirement income knowledge to the test with this quiz from the American College.
April 25, 2024
Delayed Retirements Remain Elusive for Most AmericansSecuring gainful employment after leaving a career is also challenging, an annual confidence survey found.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 24, 2024
Two-Thirds of Peak Boomers Aren't Ready for Retirement: StudyFifty-three percent of respondents nearing agde 65 have assets of $250,000 or less, a study found.
April 23, 2024
10 States With the Most Income Tax WriteoffsTaxpayers with expenses like mortgage interest can often write off far more than the standard deduction.