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Retirement Income Articles
The goal is to have defined contribution plans, defined benefit plans and individual retirement accounts joined in one pool of money or together in a list that workers can readily see, he says.
The insurer offered voluntary lump-sum payments to about 13,500 workers who had left the company and hadn’t yet started receiving pension payments.
Clients who are supporting aging parents and adult children require special advice, advisors say.
The U.S. Treasury Department said on Friday it was tweaking its policy for retirement funds to encourage savers to buy annuities, a measure aimed to keep them from outliving their savings.
Taxpayers can now put aside a little more toward their retirement in 2015, according to the agency.
Social Security’s annual inflation adjustment is one of the program’s most valuable features. But it’s time to adjust the adjustment.
For clients that welcomed a new baby into their family on October 20, Voya is offering them $500 to invest for that baby’s retirement.
Many retirement account savers do not understand the fees they are paying, says a survey.
A top priority next year for SEC examiners of RIA firms will be what kind of recommendations baby-boomer clients get when they roll over retirement plans into IRAs, says an agency official.
The Australian Centre for Financial Studies, in conjunction with Mercer, has ranked the retirement systems of 25 countries.
Financial Advisor Blogs
Portfolio Manager Insights
Dorsey Wright says market turbulence has shifted its October ranking of SRI funds and ETFs. + Read more
Advisors can use less correlated investments to help clients protect against losses, especially during the draw-down phase. + Read more