RETIREMENT PLANNING

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Should 'Expat' Retirees Worry About Their Social Security Benefits?

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Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

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Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

Independent Channels Drive Record Annuity Sales in 2023, Says Limra

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Total sales by independent agents and broker-dealers grew 29% last year.

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

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

Modern Wealth Buys $1.2 Billion AUM Beltz Ianni

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The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.

The Silent Danger Stalking Financial Security In Retirement

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Salvatore M. Capizzi of Dunham & Associates Investment Counsel on how to mitigate sequence risk when taking retirement distributions.

When Retirement Comes At You Fast

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This couple had just days to make decisions that would alter the rest of their lives.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

Funding College and Retirement Together Just Got Easier

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It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.

Preparing For Higher RMDs This Year

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

E*Trade Sued For ‘Paltry' Interest Rates On Retirement Sweep Accounts

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The online broker's rates last year were at one point 500 times lower than the federal funds rate, the suit alleges.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

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The Social Security Administration said the bill would keep the program solvent through 2054.

Vanguard CEO Tim Buckley To Resign At Year-End

by FA News

Chief Investment Officer Greg Davis has been appointed president, making him a frontrunner to succeed Buckley.

Americans Failed A Retirement Income Literacy Test; So Did AI

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An experiment with artificial intelligence showed the value of a trained advisor.

Number Of 401(k) Millionaires Swells Back Toward Record

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The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Most Near-Retirees Flunk Basic Social Security Benefits Quiz

by FA Staff

Fewer than 1% answered all 13 true-or-false statements correctly on an online quiz by MassMutual.

While Yardeni Sees The Roaring Twenties, Fuss Sees The Early Seventies

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The two economists agree on one point: Technology is reducing the need for people in the workforce.

Why Regrets Weigh Heavily On 26% Of Retirees

by FA Staff

Many wished they had focused more on savings, traveling and spending time with family.

NAPA Launches Retirement Income Certificate

by FA Staff

The new certification is meant to get members thinking about clients' 401(k) income.

Prominent Social Security Analyst Announces Retirement

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The Senior Citizen League's Mary Johnson has been a reliable source of annual COLA increase projections.

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