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Planning ethos shaped by grandfather’s health crisis
'Once you enter the distribution phase of retirement, the strategy changes,' Troy Sharpe says. 'It's about understanding the impact of today's decisions on future security.'
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Millennials more retirement ready than boomers, study finds
Three investment options that weren't available to boomers are working to millennials' advantage.
Social Security in 2024 and beyond
Benefits will be higher next year, but long-term financial concerns persist.
White House, others question annuity safeguards
Once again, annuities are at the heart of a debate over retirement savings and investor protection. The DOL says state oversight of sales of the products isn’t strong enough.
IBM’s pension idea and the future of retirement plans
The unusual addition of a cash balance plan could benefit the company and, observers say, workers.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
Employers say employees are ready for retirement but employees disagree
37% of participants 50 and over say they will retire later than expected.
After Dave Ramsey unleashes on 4% rule, advisors unleash on him
Prospects who are fans of the radio host can be turned off by criticisms of his guidance, so it can pay to be diplomatic in critiquing his 8% rule.
How having kids can make clients richer
Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.
Are retirees’ nonworking assets dragging them down?
It's important for retirees to consider downsizing their home or selling the unused vacation home to streamline their financial life and shed assets that cost money to maintain.
Before the ball drops on 2023: Advisors’ year-end checklist
Before kissing 2023 goodbye, advisors had better check a few things off their to-do lists.
Pension funds have lost market share among 100 largest asset owners with $23T AUM
Report reveals the owner groups that are jostling for pole position globally.
Latest in 401(k) litigation: Cap Group sued, MetLife to pay $4.5M settlement
Settlements and new cases continue as law firms claim asset managers did wrong by using their own products.
DOL proposal starts where Reg BI stops
Opponents say the DOL’s proposed rule overrides Reg BI by imposing fiduciary duty on brokers working with retirement savers. Backers say the measure fills in Reg BI’s gaps in investor protection.
Oklahoma sued over anti-ESG law
A former state employee is challenging a state law that targets financial firms, including BlackRock and JPMorgan Chase, for their climate change policies.
More Americans are tapping their retirement accounts in current hard times
But Fidelity research also reveals encouraging long-term savings behaviors.
Will employers pass the college planning test?
As federal student loan payments resume, parts of the SECURE 2.0 Act will soon make it easier to save for college or contribute to a 401(k).
Year-end QCD mistakes to avoid
The great tax benefits of qualified charitable distributions can be forfeited if the rules aren't followed.
Retirement plan contributions slipped in 2022, survey shows
Participation in plans remains strong, even if it's down from record-high levels seen in recent years, according to a Plan Sponsor Council of America survey.
