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Income Planning

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Voters See Retirement Crisis Looming, Survey Says

by FA Staff

Eighty-seven percent of surveyed voters said they foresee a retirement crisis.

DOL Approves Final Fiduciary Rule

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The controversial rule expands the fiduciary requirements when clients are given advice on retirement account rollovers.

'Peak' Boomer Retirements Will Reduce U.S. GDP By 7.3% By 2030, ALI Study Says

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The financial services industry is projected to lose 761,000 experienced employees during the retirement wave.

Want To Enjoy Your Retirement? Consider Delaying It

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Most people aren't ready financially to retire completely at 65 or even 67, but they can still slow down a little.

Gen X Needs Social Security Planning Now

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Gen X is waiting at the door for lessons in Social Security. Show them you haven't forgotten them.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

Expect More Older Americans To Keep Working, Consultant Says

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The drive for extra income will have more people working into their 80s or even 90s, he said.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Why don't more advisors recommend using health savings accounts for long-term growth?

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says

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Investment and Wealth Institute is seeing growth in some of its newer certification programs.

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule

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Few in the advisory industry view the fiduciary proposal as a cure-all.

Wall Street Just Doesn't Get Retirement

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The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

How Early Retirees Can Slash Healthcare Costs By Delaying Roth Conversions

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It may be best to reserve your client's Roth conversion between the ages of 65 and 70.

Americans Now Say They Need $1.5 Million To Retire

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Inflation and longer lifespans are changing people's views on how much retirement will cost, Northwestern Mutual says.

Fiduciaries Should Have 'Little Difficulty' Complying With DOL Rule, CFP Board Counsel Says

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CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.

Larry Fink Calls On Boomer Generation To Fix 'Retirement Crisis'

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The BlackRock CEO says young people "have lost trust in older generations."

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