by
Alex Tanzi
Some 2.3% of workers took a hardship withdrawal last quarter.
by
Ben Mattlin
LifeX will be available to people between ages 60 and 75.
by
Suzanne Woolley
Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.
by
Jennifer Lea Reed
And with guardrails in place, retirees can pull 5.2% safely, the research firm said.
by
Edward Hayes
Many Americans fear the 2024 presidential election could affect their retirement plans.
by
Alyson Dorosky
Advisors must be prepared when clients meet with the Social Security Administration.
by FA Staff
The increase is much less than the $2,000 hike that savers saw this year.
by
Evan Simonoff
What do fixed-income investors say when 15 years of sleepy interest rates suddenly perk up?
by
Ben Mattlin
If you think handling annuities is a problem, you're not alone.
by
Christopher Robbins
Only exceptionally high earners are poised to fund all their retirement needs, says a Vanguard study.
by
Jennifer Lea Reed
The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.
by
Edward Hayes
But younger women feel more optimistic, according to the Northwestern Mutual report.
by
Jennifer Lea Reed
Now that RIAs have figured out how to charge for an annuity, firms are benefiting, too.
by FA Staff
The RSSA Roadmap is designed to help advisors and consumers devise a strategy for claiming benefits.
by
Suzanne Woolley
Workers are increasingly concerned about potential cuts to Social Security benefits in the coming decade.
by FA Staff
Gen X women are least likely to have a long-term financial plan, according to a company survey.
by
Karen DeMasters
Policymakers have an important role to play in people's successful retirements.
by
Ben Mattlin
Saving for retirement dropped to third on the list of most stress-inducing money concerns.
by
Edward Hayes
Alt investments can provide the non-correlated assets that stocks and bonds have failed to deliver, he said.
by
Allison Schrager
The era of declining interest rates may have come to an end, and many investors don't seem to realize it.
