Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Unum Finds Reinsurer for Block of Individual Long-Term Care Policies
By Allison BellThe deal could eventually help increase the supply of new long-term care planning products.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
February 19, 2025
This Secure 2.0 Quirk Could Stop High Earners’ Retirement Catch-Up ContributionsThe fact that employers aren’t required to offer Roth accounts could have a big unintended effect.
February 19, 2025
No, Social Security Is Not Rife With FraudThe notion that millions of dead people are receiving checks is "absurd, corrosive nonsense," a financial writer says.
February 19, 2025
Genworth Gets Closer to CareScout Long-Term Care Insurance LaunchThe company is setting up a reinsurance deal with a U.S.-based company.
February 19, 2025
The Big Retirement Risk Most Advisors' Models MissMany of today's retirees could outlive the timeframe of typical financial planning assumptions, Dunham's Salvatore Capizzi warns.
February 18, 2025
John Hancock CEO Tells Congress About Helping People Live LongerLawmakers overseeing Medicare and Medicaid are keenly interested in keeping claims down. Brooks Tingle has some ideas.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.