Retirement Planning Articles

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Millennials Offer Opportunity For Advisors, Survey Says

by FA Staff

Millennials profess caution and discipline when managing money, but only a small minority use the services of a financial advisor, according to a Northwestern Mutual survey.

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Time To Raise -- Or Scrap -- The Social Security Payroll Cap

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A small number of wealthy Americans have something to celebrate: They are done paying Social Security taxes for the year.

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LTC Costs Continue To Climb, Study Finds

by FA Staff

Rising long-term care costs are creating financial planning challenges for many, particularly baby boomers.

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Target-Date Funds To Be Majority Of DC Assets, Predicts Northern Trust

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Target-date funds will be the majority of assets in 401(k) plans as a result of increased automatic enrollment and other automated features, Northern Trust predicts.

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Schwab: Financial Misconceptions Abound

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A recent survey from Charles Schwab finds too many investors harbor misconceptions about the dos and don’ts of financing planning beyond age 50.

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Affluent Gen Y Ditch DC Plans

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Short-term goals and financial independence take precedence over traditional tax-deferred retirement savings accounts for this group, says Hearts & Wallets.

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Nest Eggs Cracked For Business Start-Ups

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More entrepreneurs are turning to their retirement savings for the start-up funds they need to start new businesses, say those who deal in this market.

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Baby Boomers Get Failing Grade On Retirement Tax Rules

by FA Staff

Older Americans know more about how lottery winnings are taxed than the tax rules that apply to retirement income, a new study shows.

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Life Settlements Can Fund Long-Term Care

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Life insurance policy settlements are a viable strategy for advisor clients who lack long-term care insurance, according to a life settlement industry executive.

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It Takes Villages: Boomers' New Retirement Communities

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Dozens of innovative communal retirement living arrangements springing up around the country as boomers seek out alternatives to traditional senior living models.

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