Retirement Income Articles

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Women Tap Social Security Benefits Too Early, Survey Says

by FA Staff

Most women take Social Security too early, despite the fact that they live longer than men, Nationwide Financial says.

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Sustainable Spending For Retired Clients

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An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management.

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10 Worst Cities For Retirement

by FA Staff

The personal finance Web site WalletHub says the following cities came up short for retirees based on their job prospects, cost of living and recreational activities.

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Don't Throw Away Social Security Benefits, Advisor Warns

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Couples often do not understand they can file for Social Security benefits on their spouse's earnings record, says a retirement specialist.

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Senate Leader: 'Worth Looking At' Auto IRA For Workers Without Pensions

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The Senate Finance Committee Chairman told a panel that an automatic government-sponsored IRA for workers not covered by an employer pension plan is worth considering.

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Retiring Baby Boomers Will Dampen U.S. Economy For Years

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The shrinking workforce is holding down the expansion of the U.S. economy, say two executives with J.P. Morgan Funds.

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Romney-Sized IRAs Get Scrutiny As U.S. Studies Tax Breaks

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About 9,000 U.S. taxpayers have each accumulated at least $5 million in IRAs, said the GAO, raising questions about some investors’ tax-advantaged returns.

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Permanent Life Insurance Underutilized, Says Northwestern Mutual

by FA Staff

Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.

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Annuity Sales At Three-Year High

by FA Staff

Industry-wide annuity sales rose to $59.9 billion in this year's second quarter, a 9.9 percent increase from last year.

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Voya Financial Platform Gives Retiree Income Views

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Voya Financial is offering 401(k) plan participants a way to look at future money flows, not just assets.

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