RETIREMENT PLANNING

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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.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

Expect More Older Americans To Keep Working, Consultant Says

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The drive for extra income will have more people working into their 80s or even 90s, he said.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

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Such strategies can sometimes carry a high price tag, advisors say.

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

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Why don't more advisors recommend using health savings accounts for long-term growth?

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule

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Few in the advisory industry view the fiduciary proposal as a cure-all.

Wall Street Just Doesn't Get Retirement

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The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

How Early Retirees Can Slash Healthcare Costs By Delaying Roth Conversions

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It may be best to reserve your client's Roth conversion between the ages of 65 and 70.

Investors' Financial Insecurity At All-Time High, Says Northwestern Mutual Report

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Investors feel less secure about their finances, yet also feel better about the economy.

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.

Americans Now Say They Need $1.5 Million To Retire

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Inflation and longer lifespans are changing people's views on how much retirement will cost, Northwestern Mutual says.

Fiduciaries Should Have 'Little Difficulty' Complying With DOL Rule, CFP Board Counsel Says

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CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.

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