RETIREMENT PLANNING

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Politics Influencing Investment Decisions, Nationwide Finds

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Many Americans fear the 2024 presidential election could affect their retirement plans.

2024 Most Affordable Places To Retire

by FA Staff

These cities' costs for housing, utilities, food and medical fall well below those of others.

The Ex-Goldman Partner Singing And Dancing About Her Retirement

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A star of fixed-income sales at Goldman is now the star of a Manhattan cabaret show.

Working With Grieving Spouses And The Social Security Administration

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Advisors must be prepared when clients meet with the Social Security Administration.

U.S. Retiree Surplus Is Still Near Two Million, Years After Covid

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The number of excess retirees has even unexpectedly risen from 1.7 million in June.

The 10 Worst States For Saving For A Home

by FA Staff

Here are the places that pose the biggest uphill climb for would-be home buyers.

Fed Pause 'Really Good Time' To Buy Stocks, Capital Group Says

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The central bank's tightening cycle might be peaking. That could be a window for equities.

Annual IRS Hike Of 401(k) Contribution Rises By Only $500

by FA Staff

The increase is much less than the $2,000 hike that savers saw this year.

How Advisors Can Help Clients Solve The Roth 401(k) Puzzle

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Regulators have been working out the kinks since the accounts launched as a messy hybrid of the Roth IRA and traditional 401(k).

Social Security Is Nearing A Crisis

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Social Security is expected to exhaust its financial reserves in 2033, when benefits will automatically be cut by a quarter.

Even Affluent Earners Face Retirement Shortfalls

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Only exceptionally high earners are poised to fund all their retirement needs, says a Vanguard study.

Getting Over The Annuity Hurdles

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If you think handling annuities is a problem, you're not alone.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

Higher For Longer Mantra Confounds Bond Investors

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What do fixed-income investors say when 15 years of sleepy interest rates suddenly perk up?

DOL Fiduciary Proposal Will 'Undoubtedly' Face A Lawsuit, ERISA Attorney Predicts

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Insurance and independent brokerage industries will be hardest hit, Fred Reish says.

Creative Planning Buys Mesirow's Retirement Advisory Unit

by FA Staff

The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.

DOL Unveils Fiduciary Rule That Regulates Annuity, One-Time Rollover Advice

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The fiduciary rule released today will cut "junk fees" and provide billions in savings, the agency says.

Michael Kitces Warns Advisors About Sequence Risk, Defends 4.0% Rule

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The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.

Millennial ETF Portfolios Skew Conservative, Schwab Survey Says

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With 45% of assets devoted to fixed income, these portfolios are the most conservative of all age groups.

Private Equity Wants A Piece Of Your Retirement Savings

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The mass affluent represent a deep reservoir of untapped riches for PE firms.

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