RETIREMENT PLANNING

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All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

You Can't 'Legislate Good Behavior'

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Here's what advisors really think about the DOL rule.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.

Retirement Optimism Is Returning To The Workforce, EBRI Says

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After retirement confidence fell off a cliff in 2022, rising wages may be boosting spirits, researchers said.

Your Client's Retirement Anxiety Can't Be Cured Online

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When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

The Perils Of Middle-Class Retirement In America

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Bold reform is urgently needed for America's retirement system--and surprisingly possible.

Investors Turning To Desperate Measures To Pay Bills, Says Allianz Report

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A survey of investors found 42% of them were dipping into retirement savings to make ends meet.

GOP Lawmakers Slam New DOL Fiduciary Rule

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Insurance regulators and the annuities industry also give tougher regulations a thumbs-down.

Voters See Retirement Crisis Looming, Survey Says

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Eighty-seven percent of surveyed voters said they foresee a retirement crisis.

Why All Financial Professionals Should Support Overturning The DOL's Fiduciary Rule

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The Department of Labor lacks an understanding of what constitutes retirement security.

DOL Approves Final Fiduciary Rule

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The controversial rule expands the fiduciary requirements when clients are given advice on retirement account rollovers.

'Peak' Boomer Retirements Will Reduce U.S. GDP By 7.3% By 2030, ALI Study Says

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The financial services industry is projected to lose 761,000 experienced employees during the retirement wave.

Don't Exit Stocks As If You're A Pension Fund

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History suggests that reducing risk isn't the right long-term strategy for managers of retirement accounts.

Creating Realistic Retirement Budgets--Tricks Smart Advisors Use

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

Want To Enjoy Your Retirement? Consider Delaying It

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Most people aren't ready financially to retire completely at 65 or even 67, but they can still slow down a little.

How Retirement Plan Advisors Can Redefine Their Place In A PEP World

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Leveraging the structure of PEPs can allow advisors to simultaneously manage multiple plans.

Gen X Needs Social Security Planning Now

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Gen X is waiting at the door for lessons in Social Security. Show them you haven't forgotten them.

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