Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Learn about the Constant-Dollar Withdrawal Strategy, including how it works, factors, and pros & cons. Discover the role of ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

You have to start taking required minimum distributions once you turn 73. You don't have to spend your RMD; you can reinvest it or give it to charity. Using these strategies can help you get more bang ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

When it comes to retirement planning, most people know they need to save, but few understand how certain retirement investment strategies can impact the amount of income they’ll actually have. In this ...