Retirement Planning

Displaying 7910 results
'Nearly every retiree should defer Social Security'
RETIREMENT RETIREMENT PLANNING SEP 12, 2024
'Nearly every retiree should defer Social Security'

Advisor stresses importance of income you can't outlive.

By Chris Davis
US firms' dividend boom boosts Q2 payouts to $161.5B
RETIREMENT EQUITIES SEP 11, 2024
US firms' dividend boom boosts Q2 payouts to $161.5B

Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.

By Leo Almazora
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s
RETIREMENT RETIREMENT PLANNING SEP 11, 2024
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s

Nationwide survey research reveals snapshot of sentiments around retirement, economic anxieties, and need for protected income.

By Leo Almazora
The US retirement system need to evolve, says TIAA Institute
RETIREMENT RETIREMENT PLANNING SEP 10, 2024
The US retirement system need to evolve, says TIAA Institute

As lifespans get longer and workers' access to DB plans decrease, researchers make the case for a "hybrid" system to support retirees.

By Leo Almazora
Financial pressures pushing younger Americans away from parenthood
RETIREMENT RETIREMENT PLANNING SEP 10, 2024
Financial pressures pushing younger Americans away from parenthood

MassMutual survey shows despite three-quarters of parents indicating they prepared financially, around half still shared concerns around basic expenses and rising tuition.

By Leo Almazora
Capital Group enhances multi-asset shelf with blended target-date series
RETIREMENT RETIREMENT PLANNING SEP 09, 2024
Capital Group enhances multi-asset shelf with blended target-date series

Combining CITs and ETFs, the firm's newest offerings include index-based passive exposures from State Street and BlackRock.

By Leo Almazora
Women's financial confidence lag their rise as family CFOs, finds Primerica
RETIREMENT RETIREMENT PLANNING SEP 03, 2024
Women's financial confidence lag their rise as family CFOs, finds Primerica

Data from more than 7,800 women show ongoing insecurities in handling investments, but lack of representation holds many back from working with advisors

By Leo Almazora
Home Depot hit with 401(k) lawsuit alleging ERISA violations
RETIREMENT RETIREMENT PLANNING SEP 03, 2024
Home Depot hit with 401(k) lawsuit alleging ERISA violations

The company's decision to offset $27.5M in contributions over a five-year period was a breach of fiduciary duty to retirement plan participants, argues class action.

By Leo Almazora
What should we make of the millennial wealth comeback?
RETIREMENT RETIREMENT PLANNING AUG 30, 2024
What should we make of the millennial wealth comeback?

A 2022 Federal Reserve data snapshot showing growth in housing and financial assets should be read with care, says retirement think tank.

By Leo Almazora
Half of people plan to work past 65 or never retire, survey says
RETIREMENT RETIREMENT PLANNING AUG 29, 2024
Half of people plan to work past 65 or never retire, survey says

Working longer helps with finances and psychological wellbeing, but over half of people end up retiring sooner than planned.

By Emile Hallez
401(k) millionaires reach another record in Q2, says Fidelity
RETIREMENT RETIREMENT PLANNING AUG 28, 2024
401(k) millionaires reach another record in Q2, says Fidelity

Its latest retirement data dive reveals continued growth in contributions and assets, including an encouraging Gen X trend.

By Leo Almazora
Siemens 401(k) lawsuit latest over forfeited assets
RETIREMENT RETIREMENT PLANNING AUG 27, 2024
Siemens 401(k) lawsuit latest over forfeited assets

Numerous others, including Bank of America and Nordstrom, are also facing proposed class actions.

By Emile Hallez
Avalanche of peak boomer retirements will have “a significant impact,” warns study
RETIREMENT RETIREMENT PLANNING AUG 27, 2024
Avalanche of peak boomer retirements will have “a significant impact,” warns study

Research from the Alliance of Lifetime Income highlights the economic implications of a historic turnover in the workforce.

By Leo Almazora
Investors like annuities in 401(k)s, for other people
RETIREMENT RETIREMENT PLANNING AUG 27, 2024
Investors like annuities in 401(k)s, for other people

Lifetime income options are good for those who are less financially savvy, a focus group with at least $500,000 said.

By Emile Hallez
401(k) fees keep falling, and participants in bigger plans benefit most
RETIREMENT RETIREMENT PLANNING AUG 25, 2024
401(k) fees keep falling, and participants in bigger plans benefit most

Larger plans have increasingly used lower-cost investment products like CITs, and mutual fund fees have trended downward.

By Emile Hallez
Gender gap remains wide when it comes to retirement savings
RETIREMENT RETIREMENT PLANNING AUG 23, 2024
Gender gap remains wide when it comes to retirement savings

Women still trail men when it comes to financial security by a sizable margin, according to a Prudential survey.

By Gregg Greenberg
How Tim Walz’s time in public service could reward him richly in retirement
RETIREMENT RETIREMENT PLANNING AUG 23, 2024
How Tim Walz’s time in public service could reward him richly in retirement

The Minnesota governor’s tenures as a teacher, National Guard member, and elected official gives him a unique three-stream portfolio of pension income.

By Leo Almazora
Retirement income worries often overblown, survey shows
RETIREMENT RETIREMENT PLANNING AUG 22, 2024
Retirement income worries often overblown, survey shows

But retirement security is a problem for many, and the demise of traditional pensions has correlated with widening income inequality.

By Emile Hallez
The retirement challenge? Uncertainty
RETIREMENT RETIREMENT PLANNING AUG 22, 2024
The retirement challenge? Uncertainty

Long-time advisor says client concerns over long-term planning are at record levels.

By Chris Davis
Maximize withdrawals because taxes are on sale, urges expert
RETIREMENT RETIREMENT PLANNING AUG 22, 2024
Maximize withdrawals because taxes are on sale, urges expert

Complex rules are "ridiculous" but advisors can add long-term value by helping clients get their IRAs and 401(k) balances down.

By Josh Welsh