RETIREMENT PLANNING

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Retiree Healthcare Costs Increased 8% In 2023

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That's about 8% more than what they needed a year ago, according to the research group.

FSI Could Ramp Up Another Suit Against DOL Fiduciary Rule

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The trade group's president said its appeals to the Department of Labor have fallen on deaf ears.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Rubin Says U.S. In A ‘Terrible Place' On Deficit, Urges Tax Hikes

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The former Treasury Secretary estimated that about 60% of the increase in debt from 2000 to 2022 came from tax cuts.

Retirees Flocked To Florida, South Carolina In 2023, Report Says

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New Jersey surprisingly came in third as a retiree destination, according to a report by moving company HireAHelper.

Inflation Hurting Retirement Confidence, MFS Survey Says

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Only 34% of retirement plan participants were confident that they could retire when they wanted to.

DOL Approves New Rules For Pension-Linked Emergency Savings Accounts

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A new emergency pension account allows employees to take plan withdrawals free of taxes and penalties.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and probably better off than they think.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Calpers, Other Public Pensions Pump Billions Into Private Credit

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Retirement plans are seeking higher returns, but there are risks.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Older Americans Are Now Earning Almost As Much As Younger Workers

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Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

Looking Out For The Amazon Of Financial Services

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To earn the “Amazon” moniker, firms need to integrate all of the functions of a comprehensive advice platform.

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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Unions and consumer groups argue rule is needed to weed out costly conflicts.

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