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RETIREMENT PLANNING

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Don't Exit Stocks As If You're A Pension Fund

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History suggests that reducing risk isn't the right long-term strategy for managers of retirement accounts.

Tricks And Methods Advisors Use To Create Realistic Retirement Budgets

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

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.

How Retirement Plan Advisors Can Redefine Their Place In A PEP World

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Leveraging the structure of PEPs can allow advisors to simultaneously manage multiple plans.

Gen Z 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.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

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Such strategies can sometimes carry a high price tag, advisors say.

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.

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.

How Long And Bright A Future?

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

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

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.

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 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.

Investors' Financial Insecurity At All-Time High, Says Northwestern Mutual Report

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Investors feel less secure about their finances, yet also feel better about the economy.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

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.

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