Retirement Planning Articles

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The 15 Best Small U.S. Cities For Aging Well--Part 2

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The Milken Institute analyzed 252 small cities and rated them on their ability to provide healthy, productive and purposeful lives for people as they age.

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The 15 Best U.S. Metro Areas For Aging Well

by Kathy Lynch

The Milken Institute analyzed 100 large metropolitan areas and rated them on their ability to provide healthy, productive and purposeful lives for people as they age.

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Fidelity Tells How Advisors Can Help Retirement Plan Sponsors

by FA Staff

Retirment plan sponsors put employees' retirement readiness first, Fidelity says.

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Cetera Offers Specialized Consulting Resources To Advisors

by FA Staff

The Advanced Planning Group is a team of legal, tax and estate planning experts that provide support to advisors.

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Close IRA Loopholes For Wealthy, Says GAO To Congress

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Congress’s investigative arm is urging lawmakers to close loopholes on significantly undervalued assets in IRAs.

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Study: Pension Funds Will Bring More Asset Management In House

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Pension funds are setting the stage to hire more asset managers as four out of five plan to manage more assets in house to save costs and increase oversight, State Street said.

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Some Near Retirees Fear They Invested Too Conservatively

by FA Staff

More than half of near retirees in a recent TIAA-CREF survey feel they are unprepared for retirement.

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ICI: Mutual Fund Owners Focused On Retirement Savings

by FA Staff

Baby boomers and Gen Xers have the highest rates of mutual fund ownership in 2014, according to the ICI’s annual survey.

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Retirement Planning’s Soft Side And Hard Side

by Robert Laura

There’s an intricate connection between the two that advisors should understand, says columnist Robert Laura.

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Wells Fargo To Pay Brokers $7.4M To Settle Deferred Bonus Lawsuit

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The company has agreed to settle a claim that it unlawfully made brokers who left the firm forfeit bonuses that were deferred as part of their retirement plans.

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