Retirement

Displaying 11703 results
Most Americans agree Social Security can’t stay status quo
RETIREMENT PLANNING JUL 31, 2024
Most Americans agree Social Security can’t stay status quo

Research by Nationwide reveals almost three-quarters fear funds will run out before they die, while nearly four-fifths see a need for reform.

By Leo Almazora
Why clients really want to talk to their advisor about the weather
RETIREMENT PLANNING JUL 31, 2024
Why clients really want to talk to their advisor about the weather

Americans fear that natural disasters could devastate retirement savings.

By Steve Randall
DC plans crucial against retirement income shortfalls, says Morningstar report
RETIREMENT PLANNING JUL 30, 2024
DC plans crucial against retirement income shortfalls, says Morningstar report

New model finds most workers not in plans may not hit their retirement goals, with single females, Gen Xers, and Baby Boomers at greater risk.

By Leo Almazora
Are military households more prepped for retirement?
RETIREMENT PLANNING JUL 29, 2024
Are military households more prepped for retirement?

Research hints veterans and their partners have done a better job strategizing for withdrawals, health expenses, and other retirement scenarios.

By Leo Almazora
Second court blocks all aspects of DOL's fiduciary rule
COMPLIANCE JUL 29, 2024
Second court blocks all aspects of DOL's fiduciary rule

A stay issued on Friday adds to an order in a separate case against the Department of Labor.

By Emile Hallez
Advisors want to "freeze time" rather than retire
RETIREMENT PLANNING JUL 29, 2024
Advisors want to "freeze time" rather than retire

Advisors, ironically, aren't really interested in retiring but Dynasty Financial's Casey Jorgensen argues it's a fiduciary duty.

By Josh Welsh
Court order puts DOL fiduciary rule on ice
RETIREMENT PLANNING JUL 26, 2024
Court order puts DOL fiduciary rule on ice

There is a stay effective for the rule and one of its prohibited transaction exemptions, but that doesn't necessarily mean firms should hold off on compliance.

By Emile Hallez
Best advice? Ignore the 10-year RMD rule
IRA ALERT JUL 26, 2024
Best advice? Ignore the 10-year RMD rule

The IRS has stood firm on its required minimum distribution rules but following these equates to bad tax planning, says tax expert.

By Ed Slott
More 401(k) investors 'very likely' to reach retirement goals, says Schwab
RETIREMENT PLANNING JUL 26, 2024
More 401(k) investors 'very likely' to reach retirement goals, says Schwab

Annual retirement survey shows improvement, but percentage is less than half.

By Steve Randall
Inflation, volatility worries drop as retirement confidence rises, Schwab finds
RETIREMENT PLANNING JUL 25, 2024
Inflation, volatility worries drop as retirement confidence rises, Schwab finds

The average expected retirement age went from 66 to 65 over the past year.

By Emile Hallez
Interactive Brokers introduces new retirement planner feature
RETIREMENT PLANNING JUL 25, 2024
Interactive Brokers introduces new retirement planner feature

New feature set to enhance customization capabilities.

By Jonalyn Cueto
US annuity sales reach record high in the first half of 2024
LIFE INSURANCE AND ANNUITIES JUL 25, 2024
US annuity sales reach record high in the first half of 2024

Annuities have benefited from favorable economic conditions and the Federal Reserve not cutting interest rates this year, says Limra head of research.

By Jonalyn Cueto
Interest in guaranteed retirement income increases
RETIREMENT PLANNING JUL 25, 2024
Interest in guaranteed retirement income increases

More than half of survey respondents acknowledge they are not saving enough for a financially secure retirement.

By Jonalyn Cueto
How advisors can help clients determine the right time to retire
OPINION JUL 24, 2024
How advisors can help clients determine the right time to retire

Understand the needs of different client segments, and balance emotional and financial considerations to best serve clients.

By Mike Kurz
What advisors say about the IRS rule for RMDs on inherited accounts
RETIREMENT PLANNING JUL 23, 2024
What advisors say about the IRS rule for RMDs on inherited accounts

Tax smoothing is important, even as the IRS has granted exemptions since the 10-year RMD rule for inherited IRAs went into effect.

By Emile Hallez
Which are the best US states to retire to? And the worst?
RETIREMENT PLANNING JUL 23, 2024
Which are the best US states to retire to? And the worst?

Bankrate report ranks all fifty states based on multiple metrics.

By Steve Randall
Being an emotional support advisor
RETIREMENT PLANNING JUL 22, 2024
Being an emotional support advisor

Having difficult conversations and being a "financial physician" with a good bedside manner can help win clients for life and encourage them to make good decisions.

By Emile Hallez
Where MEPs and PEPs can fall short
RETIREMENT PLANNING JUL 22, 2024
Where MEPs and PEPs can fall short

Research shows that despite the fiduciary benefits of multiple employer plans, small-business owners are often unaware of them – but it may be too soon to judge the plans.

By Emile Hallez
Being well paid is critical for employee satisfaction as financial worries persist
RETIREMENT PLANNING JUL 22, 2024
Being well paid is critical for employee satisfaction as financial worries persist

OneDigital research finds retirement savings may be at risk of depletion.

By Steve Randall
‘I became known as the income guy’
RETIREMENT PLANNING JUL 19, 2024
‘I became known as the income guy’

Dave Scranton, of Sound Income Group, on how a moment of insight influenced his career.

By Emily Douglas