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RETIREMENT PLANNING

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How To Balance Retirement Income And Taxes

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The timing of retirement withdrawals can have a big impact on taxes, advisors say.

DC Plans Tighten Their Grip On Retiree Assets, Cerulli Says

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DC plans increasingly are offering retirees income-producing products, a company report says.

Home Equity An Untapped Source Of Retirement Income, Vanguard Says

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Relocating to a cheaper housing market can unlock at least $100,000 in assets for most retirees, company researchers say.

Going Off Script In Retirement Conversations

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Retirees Torn Over When To Surrender Control Of Assets, Vanguard Finds

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With many retirees dealing with cognitive decline, the issue is rising in importance, according to a company study.

Men's 401(k) Balances Average 50% Higher Than Women's, BofA Finds

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More men than women max-out on retirement contributions, a recent study discovered.

The U.S. Cities Where Retirement Income Goes Furthest

by FA Staff

Retirees in these cities get the most from their income when costs and taxes are considered, according to SmartAsset.

Americans Say They Need $1.27M To Retire Comfortably

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That's a problem since the average U.S. pre-retiree has only saved about $110,000, a Northwestern Mutual report says.

Time Is Running Out To Avoid Cuts To Social Security Benefits

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Experts in how the program works share their ideas on how to modernize the safety net and make it sustainable.

Carson Group Acquires $5B AUM Oregon Retirement Plan Specialist

by FA Staff

Carson has recently shored up its workplace retirement plan offerings through hires and acquisitions.

Should People Enroll In Medicare At 65?

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There are several factors that go into deciding when to enroll in Medicare.

Rockefeller Hires Three Women-Led Teams With $2.8B In Assets

by FA Staff

Two teams were formerly with First Republic and the other comes from Truist.

Research On Aging Is Moving At The Speed Of AI

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Much longer lives could present an even greater need for protected lifetime income.

Longer Lifespans Demand New Advisor Playbook, Ric Edelman Says

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“Too often I've discovered financial advice is rooted in the past," Edelman said.

Raising Social Security Full Retirement Age To 69 Eyed By House Conservatives

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The proposal would gradually increase the retirement age to 69 years old by 2033.

Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran

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The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.

SageView To Acquire $5.2B San Diego Retirement Plan Consulting Firm

by FA Staff

RBG also includes a wealth management business and was founded in 2010.

The U.S. Cities Where Retirees Are Relocating

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These are the destinations that are attracting the most cost-conscious retirees, according to SmartAsset.

Expanding Services To Deal With The Boomer Retirement Wave

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Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

Pictures, Stories Can Help Advisors Serve Clients Better, Says Carson Group Exec

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Pictures and storytelling can help advisors better represent their clients' wishes and goals.

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