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Retirement Income Articles
The amount invested in MLP open-end mutual funds and ETFs increased from $2.7 billion at the end of 2010 to $32.9 billion at the end of last year, according to Morningstar.
Even among the affluent, retiring early can be risky.
Most women take Social Security too early, despite the fact that they live longer than men, Nationwide Financial says.
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.
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.
Couples often do not understand they can file for Social Security benefits on their spouse's earnings record, says a retirement specialist.
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.
The shrinking workforce is holding down the expansion of the U.S. economy, say two executives with J.P. Morgan Funds.
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.
Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.
Financial Advisor Blogs
Portfolio Manager Insights
Nick Murray reviews a book he calls "the best work on the subject that we will ever have." + Read more
In many cases you'll be able to help clients get more in benefits if you understand how they can collect on their former spouses' work records, says columnist Dan Moisand. + Read more