Retirement Planning Articles

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SEC Exam Chief To FAs: Give Baby Boomer Retirees A Fair Deal

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For the second day in a row, a top SEC executive stressed that protecting baby boomer retirees is a key objective of the agency.

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Voya Offers $500 To Newborn Babies

by FA Staff

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.

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Fees Baffle Retirement Savers

by FA Staff

Many retirement account savers do not understand the fees they are paying, says a survey.

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SEC Exec: Rollovers Among Top 2015 FA Exam Priorities

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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.

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Housing, Health Care Costs Push Retirees Into Poverty, Senior Advocate Says

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An increasing number of Americans who weren’t poor during their working years are being plunged into poverty during retirement, a legal advocate for the elderly said Friday.

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Top 10 Countries Offering The Best Pensions

by FA Staff

The Australian Centre for Financial Studies, in conjunction with Mercer, has ranked the retirement systems of 25 countries.

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'When Will I Stop Working?' Is Retirement Planning’s Big Question, Survey Finds

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Sixty-one percent of respondents in a survey released today said that not knowing when they will stop working was their biggest obstacle to planning for retirement.

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What If Your Client Doesn't Need The RMD?

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When a client does not need the RMD from tax-deferred accounts, financial advisors need to consider all the tax angles, advisors say.

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The Case For A High And Growing Dividend Stock Strategy In Retirement Portfolios

by Jan Holman

Thornburg expands on Bill Bengen's research by offering a strategy that it asked Bengen himself to study and may allow higher withdrawals than he originally proposed.

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Prepaying Student Loans May Mean Less Money In Retirement

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Rising student loan debt may be hampering young people's ability to buy homes or even move out of their parents' basements...

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