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RETIREMENT PLANNING

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Nearly Half Of U.S. Retirees Won't Be Able To Maintain Living Standard, Report Says

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Even with all assets annuitized, 47% of households will fall more than 10% below goal, researchers said.

Tool Tests If Retirement Plans Can Survive Past Crises

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Income Lab has introduced software that shows how plans would fare during the worst financial disasters in history.

Connecticut's $600 Million Plan To Narrow Wealth Gap: Give Kids Trust Funds

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Connecticut and Washington, DC, both approved baby bond programs in 2021, and several other states have considered the idea.

Independent Workforce Climbs As U.S. Women Leave Traditional Jobs

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There were an estimated 6.7 million independent professionals last year, up 2.2% from 2021.

Today's Clients Don't Want Yesterday's Retirements, Survey Says

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Retirees are redefining what they consider to be success in retirement.

It May Be Time To Swap The Old Annuity For A New One, Experts Say

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

Generation X Is Worried That Social Security Won't Survive

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Americans born between 1965 and 1980 are concerned that government retirement benefits won't be there for them.

U.S. Retirement Savings Shortfall Will Cost $1.3 Trillion

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Inadequate retirement savings will result in higher public assistance costs, a Pew Charitable report says.

CAPTRUST Acquires Massachusetts Firm With $567M In AUM

by FA Staff

Aevitas Wealth Management is CAPTRUST's third acquisition of the year.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

A Look At Midyear IRA And Planning Opportunities

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The 10-year rule, catch-up contributions and other issues await clarification.

Pension Funds Share Blame For Private Equity's Horror Stories

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The promise of high returns has encouraged retirement funds to pour money into PE investments, with terrible results.

Variable Withdrawal Rates Better For Retirees, Morningstar Says

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Variable retirement withdrawal rates beat out static rates over a 30-year horizon, the firm said.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

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Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

Lumiant To Give Advisors Access To Life Expectancy Tool

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The firm obtained the tool through its acquisition of financial tech firm Genivity.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

SECURE 2.0 Gives Women What They Need, Advisors Say

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New provisions in the act support the way women clients live, work and save for retirement, these advisors say.

How Wealthy Clients Can Address Income-Based Phaseouts

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Advisors say there are ways to deal with the penalties endured by wealthy taxpayers.

Millennials Harbor Unrealistic Retirement Goals, Study Says

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The generation also is more reliant on defined contribution plans than others, according to Natixis Investment Management.

DPL Offers Retirement Income Assessment Tool To Members

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The personality assessment tool zeroes in on clients' specific retirement income preferences.

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