Why Most Retirees Never Spend Their Retirement Assets
Recent research shows retirees don't even spend the income from their retirement portfolios, but is it a consumption gap or a normal spending pattern?| Nerd's Eye View | Kitces.com
Recent research shows retirees don't even spend the income from their retirement portfolios, but is it a consumption gap or a normal spending pattern?| Nerd's Eye View | Kitces.com
Home of the Nerd's Eye View financial planning industry blog and The Kitces Report newsletter for IMCA and CFP CE credits, published by Michael Kitces.| Nerd's Eye View | Kitces.com
How one firm implemented a 'Surge' meeting schedule, but ultimately decided to abandon it to better meet the needs of both its clients and advisors.| Nerd's Eye View | Kitces.com
Advisors can assist clients in navigating the rules to take advantage of NUA tax benefits and selecting alternatives if the NUA strategy is tax-inefficient!| Nerd's Eye View | Kitces.com
There's a common thinking that those saving for retirement should avoid pre-tax retirement accounts and contribute to Roth – regardless of tax bracket.| Nerd's Eye View | Kitces.com
Some of the most popular and top financial advisors articles from the Nerd's Eye View blog, as written by Michael Kitces, the Kitces team and industry experts.| Nerd's Eye View | Kitces.com
How the portfolio size effect impacts the optimal asset allocation glidepath of a lifecycle or target date fund, and how a bond tent reduces volatility risk.| Nerd's Eye View | Kitces.com
A 90-day onboarding plan template to bring clarity to the advisor, and help a new Client Service Associate (CSA) learn their role in the firm efficiently.| Nerd's Eye View | Kitces.com
A bad sequence of returns can deplete a portfolio in retirement, but in fact, it's far more common for favorable sequences to create an excess of wealth.| Nerd's Eye View | Kitces.com
What Bob Veres' recent fee study reveals about financial advisor fees, and why the reality of fee compression is more nuanced than commonly believed.| Nerd's Eye View | Kitces.com
