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Income Planning

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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.

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.

A Knowledge Gap Keeps People Inadequately Prepared For Retirement, Prudential Says

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The firm says people often don't know whether they have enough money to contact an advisor.

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.

Achieving Goals Tops Performance For Female Clients, Planning Execs Say

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Women want advisors who are empathetic and who can help them achieve their life goals, they 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.

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.

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.

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.

Americans' Pessimism About Achieving A Comfortable Retirement Is Growing

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Sentiment hasn't been this low since 2008, according to a Greenwald Research/EBRI report.

Random Walk's Malkiel: Tax-Loss Harvesting Enhances Index Investing

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The author of "A Random Walk Down Wall Street," is a believer in the power of tax-loss harvesting.

Addressing The Retirement Confidence Gap

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Finding and instilling confidence in consumers is the key to their secured financial futures.

Financial Stress Rises Among U.S. Workers, Survey Finds

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John Hancock's is the second survey in as many weeks to mark degrading financial wellness.

Security Benefit Increases Lineup Of Indexes For Fixed Annuities

by FA Staff

The two new indexes are designed to enhance diversification possibilities.

Many Older Americans Haven't Saved Anything For Retirement

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A new survey finds 27% of people aged 59 and older have no money set aside for their later years.

More 401(k) Plan Sponsors Strive To Keep Client Assets, Cerulli Says

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Sponsors are more inclined to try to keep their account holders from rolling over their plans, the company says.

U.S. Families Find Some Relief As Prices Of Many Household Necessities Retreat

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Prices of groceries dropped for the first time since 2020 and household energy slid by the most in almost nine years.

As Inflation Slows, It Is Time To Reconsider Those I Bonds

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In May, I bonds will begin reverting to a 3.38% inflation-based rate, along with any fixed rate they were issued with.

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