Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Trump Blocks Medicare's Efforts to Create a $2 Prescription Drug List
By Allison BellHe also declared that any new or pending regulations may go through some things.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.
January 16, 2025
Social Security Claiming: The Case of the Middle-Earning WidowerVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 16, 2025
How to ‘Bulletproof’ a Will With a No-Contest ClauseEarly and consistent communication reduces estate planning conflict, but legal mechanisms are also available when challenges are expected.
January 15, 2025
Social Security COLA for 2026 Estimated at 2.1%The Senior Citizens League has used December’s inflation numbers to generate its first 2026 COLA estimate.
January 15, 2025
Generation X Thinks About Retiring Between the Rock and the Hard PlaceAllianz Life has data on why near retirees yearn for annuities with a potential for growth, protection and a pony.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.