An interesting article in the syndicated column of Scott Burns suggests that it may be a wise strategy for those at or around age 70 to withdraw from Social Security and reapply to increase their benefit. Is this a Social Security loophole, a great deal, a trap, or just another good arrow in the financial planner's quiver?

Tuesday, February 26th, 2008 Posted by Michael Kitces in Retirement Planning | 11 Comments

A new study from Sun Life Financial suggests that retirees may have a consistent sequence of extra spending goals throughout their retirement years. Of course, practicing financial planners have acknowledged for years that retirement spending isn't perfectly level from year to year, but Sun Life's new study suggests that there are some consistent patterns that can be gleaned.

Thursday, February 14th, 2008 Posted by Michael Kitces in Retirement Planning | 1 Comment

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Wednesday, April 23rd, 2014

Understanding the New World of Health Insurance Evaluating Existing Annuities: What Every Adviser Needs to Know @ FPA New Jersey

Thursday, April 24th, 2014

Keynote @ Shareholders Service Group

Monday, April 28th, 2014

Safe Withdrawal Rates: Mechanics, Uses & Caveats @ St. Louis Estate Planning Council

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