Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RETIREMENT PLANNING
401k
Defined Benefit Plans
Defined Contribution Plans
IRAs
Income Planning
Life Planning
Social Security
Traditional Pensions
Target-Date Funds

RETIREMENT PLANNING

1 2 3 4 5 6 7 8   [214]

Homebuyers Drawn To Asheville Are Hit By Horror Of Hurricane Helene

by ,

The storm is a wake-up call for an area that's been a magnet for wealthy homebuyers over the past decade.

A Look At Real-Life Annuity Solutions

by

In some instances, annuities can be the perfect retirement-planning solution.

Gen X Women Want The Most To Retire, But Face The Biggest Shortfall

by

They want $2.1 million to retire, on average, but fall far short of that, says a Northwestern Mutual report.

Many Americans Willing To Sacrifice Extra Social Security Income

by

They fear not having enough savings and that Social Security could be depleted, a Schroders survey says.

How To Analyze Rollover Options At Retirement

by

Advisors break down the complex considerations when clients with a 401(k) leave the workforce.

Will Fed Rate Cuts Make Fixed Annuities Less Desirable?

by

Fixed annuity rates have already started to decrease in anticipation of Fed cuts, advisors say.

GAO Undercover Probe Finds 'Many Complex Conflicts' In Advisor IRA Advice

by

The DOL and IRS should crack down on conflicted advice, the government watchdog said.

High Earners Should Halt Pre-Tax 401(k) And IRA Contributions

by

We need to stop thinking about minimums when it comes to retirement plan distributions.

Navigating Fiduciary Compliance With Rollover Recommendations

by

Investment professionals must work closely with their compliance departments to ensure they are meeting the required standards of conduct when working with retirement savers.

Lack Of Emergency Savings Hurting Employee Retirement Readiness, EBRI Finds

by

Employees with debt are contributing less to plans and are more likely to take out 401(k) loans.

Is That $1.8 Million Retirement 'Magic Number' Just Clickbait?

by

Financial planners say headlines telling people they need a million or more to retire do more harm than good.

Goldman Survey Finds 60% Of Workers Will Delay Retirement For Lack Of Assets

by

Do-it-yourself investors and Gen Xers were among those faring worst in saving for retirement, the survey found.

CFP Board Spars With Annuities Industry Over Fiduciary Regulation

by

A CFP Board official forcefully argued that its fiduciary standard is good for business and middle-class clients.

5 Things To Know About Retirement Withdrawals, According To Morningstar

by

The firm's Christine Benz expands on the 4% rule with her own take on retirement spending.

Morningstar Offers 'Dynamic Spending' Tweaks To The 4% Rule

by

While some years suggest it's better to cut down, the current environment means retirees can again draw 4%.

Clients With No Savings At Age 50--What To Do

by

Middle-aged clients who are underprepared for retirement will face challenges. But all is not lost.

Make Social Security The Model To Fix The Minimum Wage

by

Just indexing the new pay rate to inflation would be a mistake.

Getting The Most Out Of Health Savings Accounts

by

HSAs offer a set of tax advantages that make them a unique vehicle for saving for retirement.

Medicare Industry Upheaval Portends Frenzied Open Enrollment

by

Advisors can help clients choose the right Medicare plan.

Those With Large IRAs Need Roth Conversions Now, Ed Slott Says

by

The expiration of favorable income tax rates at the end of 2025 may clobber clients down the road, he says.

1 2 3 4 5 6 7 8   [214]