RETIREMENT PLANNING

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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.

Your Client's 401(k) Will Be Gone Within A Decade

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The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

Advisors Recommend Buying Bonds Now, Before Rate Cuts

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With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

DOL Fiduciary Proposal Slammed During GOP-Led House Hearing

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The agency "has overstepped its authority," Education Committee Chair Bob Good argued.

A Bold New Choice For Retirement Security

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This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

A $700 Billion Insurance Product Is Powering The U.S. Credit Market Rally

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Annuit sales reached a record high of $385 billion last year.

Another 'Great Retirement' Wave Hits The U.S. After Stocks Rally

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The number of retirees has surged in recent months, reaching a post-pandemic record in December.

Financial Professionals Play Critical Role In Clients' Retirement Security

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With people living in retirement longer, the value of working with a financial professional is even greater.

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