Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Backs Down on 100% Clawbacks
By Melanie WaddellIn an "emergency message" to employees, the agency ordered a 50% withholding rate for retirement benefit overpayments.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
May 02, 2025
What Medicare Offers For Home Health CareSuddenly, some clients will learn about how the program sees "custodial care."
May 01, 2025
Genworth Gets New Long-Term Care Policy Approved by 23 StatesThe company, led by Tom McInerney, wants approvals in at least 30 states before it launches the product.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 28, 2025
With Social Security in Turmoil, Should Clients Claim Early?That's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.