Displaying 20 results
Retirees spend twice as much when they have guaranteed income, research finds
Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.
Most boomers content in retirement, but Social Security dependence is still real
Survey of retired Baby Boomers unpacks ongoing retirement income reliance, significant financial stress, and intentions for inheritance.
More than half of peak 65 Americans “almost certain” to outlive their savings
Research from the Alliance for Lifetime Income reveals widespread concerns on Social Security, and growing risks for the “sandwich” generation.
Majority of women agree a retirement storm is brewing
Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
Two-thirds of peak boomers are facing a retirement cliff
With an unprecedented wave of Americans set to retire, an analysis points to a looming generational crisis.
Could retirement fluency cure Americans’ financial uncertainty?
Research report from TIAA Institute reveals troubling knowledge gaps around Social Security, Medicare, and retirement savings options.
Social Security backs off tough stance on recouping overpayments
Commissioner Martin O'Malley, in his early days on the job, said that practices will change next week.
Republicans propose raising retirement age
The proposal sets the stage for an election-year fight with President Biden, who accused the GOP of going after entitlement programs during his State of the Union address.
Special benefits for special needs clients
Advisor who focuses on special needs planning highlights two ‘life changing’ government programs available to those who have a disability.
Tax hike alone won’t save Social Security, think tank warns
Proposed bill to raise taxes on high earners isn’t enough to fix program's brewing solvency challenge, according to new report.
Pensions vital to solve brewing retirement crisis, says think tank
Immediate fixes to crumbling workplace pension and Social Security systems required, report says.
Most near-retirees lacking in Social Security knowledge
Quiz of 1,500 Americans exposes concerning gaps in what they know about retirement income and their estate planning readiness.
Social Security fixes include raising retirement age, taxable income cap: Conference Board
Report from policy think tank details the program's financial problems and suggests a number of reforms.
Could limiting tax breaks for 401(k)s rescue Social Security?
As Social Security inches closer to insolvency, the tax breaks provided to 401(k)s, defined-benefit plans and IRAs could be revamped to fix the system, according to a recent paper.
Finances of Social Security are a disaster in the making
With the program’s trust funds scheduled to be depleted by 2034, the threat is real, but so is the impasse in the nation’s capital.
Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing.
Social Security in 2024 and beyond
Benefits will be higher next year, but long-term financial concerns persist.
Social Security do-overs and lump sums
People who claimed Social Security early and now regret it have two opportunities to reverse that decision.
New Social Security COLA for 2024 may leave some retirees short
Latest increase could mean some clients see a net deficit, advisor warns.
