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RETIREMENT PLANNING

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How Long And Bright A Future?

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

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.

Fiduciaries Should Have 'Little Difficulty' Complying With DOL Rule, CFP Board Counsel Says

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CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.

Senators Urge DOL To Hurry And Finalize Fiduciary Rule

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The rule is needed to protect retirement savers from conflicted advice, Democratic lawmakers said.

BlackRock's Fink Looks To Australia For U.S. Pensions Solution

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The chairman of BlackRock warned of a looming retirement crisis in the U.S.

Yardeni Sees ‘Fed Put' Making A Comeback

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Economist Ed Yardeni thinks Fed Chairman Jerome Powell might be changing his tough-guy tune.

Larry Fink Calls On Boomer Generation To Fix 'Retirement Crisis'

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The BlackRock CEO says young people "have lost trust in older generations."

Is Organic Growth Over In Wealth Management?

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Advisors can earn the business of other advisors' clients by helping them transition into retirement.

Budgeting Tips For Gen Z As Cost Of Living Eats Into Savings

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While some traditional guidelines seem impossible to follow, advisors offer ways to control expenses and build savings.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program will reduce withholding on overpayments from 100% to 10% starting Monday, the program's commissioner said.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

Should 'Expat' Retirees Worry About Their Social Security Benefits?

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Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

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Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

Independent Channels Drive Record Annuity Sales in 2023, Says Limra

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Total sales by independent agents and broker-dealers grew 29% last year.

Now's The Time To Use 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, SECURE 2.0 allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

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