RETIREMENT PLANNING

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New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Innovations On The Income Puzzle

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This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Many Americans Considering Delaying, Reversing Retirement, Survey Says

by FA Staff

Many of the people rethinking retirement said money wasn't the main reason.

Teresa Ghilarducci Says Restoring Social Security Solvency 'Isn't That Complicated'

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The economist offers views on the U.S. debt, retirement age, Social Security and more.

This Is When Your Client Really Needs To Start Saving For Retirement

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The saving needs to start at the age of 25 for any hope to have at least $1 million for retirement.

Baby Boomers Are Overestimating Future Social Security Income

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The percent of pre-retirement income that Social Security replaces can vary greatly.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

Youngest Baby Boomers' Pay In The U.S. Peaked When They Hit 45

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For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.

How Longevity Literacy Impacts Retirement Confidence, Success

by FA Staff

The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.

Why Retirement Planning Is More Than Hitting A Savings Goal

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This advisor tells clients not to get too hung up on a savings objective and to take a broader look at their retirements.

401(k) Millionaires Stage A Comeback With Another Quarter Of Gains

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The tally of seven-figure retirement accounts at Fidelity is climbing as stocks bounce back after falling in 2022.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Fidelity, Vanguard TDFs Have Underperformed Balanced Funds, Morningstar Says

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Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.

Retirees Face $17,400 Cut To Social Security Benefits In 2033

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A new analysis shows the cuts Americans could see to Social Security benefits in 2033.

Jackson National's Quarterly Earnings Disappoint Analyst Estimates

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The annuities giant saw plunging operating earnings. It blamed higher costs and derivatives losses.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

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The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

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