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? Continue Reading...

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

Michael E. Kitces

I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

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Tuesday, March 3rd, 2015

*Managing Safe Withdrawal Rates & Sequencing Risk In Retirement @ Private Event

Thursday, March 5th, 2015

*Future of Financial Planning in the Digital Age @ Private Event

Tuesday, March 10th, 2015

*Understanding Longevity Annuities and their Potential Role in Retirement Income *The Impact of Valuation-Based Asset Allocation on Retirement Income *Future of Financial Planning in the Digital Age @ FPA San Francisco

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