RETIREMENT PLANNING

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Auto Workers Aren't Striking Only For Higher Wages. They Want Their Pensions Back, Too

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Some American workers have become wise to the drawbacks of defined contribution plans versus traditional pensions.

Rising Debt Among Retirees Requires Multiple Solutions, Report Says

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The report noted that some indebted retirees have the resources to manage their debt while others do not.

Nikki Haley Wants To Cut Social Security, But Only For The Wealthy

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The GOP presidential candidate's plan also includes raising the retirement age for younger workers.

The Race To Win Wealth In The Workplace

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Firms are building comprehensive advice platforms that engage all the aspects of tax alpha.

Aging And Retiring While Black In The U.S.

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This community leader has put a spotlight on what it means to grow old as a Black American.

The ABCs (And D's) Of Medicare Coverage

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Clients face an array of choices when the time comes to sign up for Medicare. Here's what advisors need to know.

The Complex Truth About Reverse Mortgages

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Few advisors even want to talk about them: Since their introduction in the 1960s, they have developed an unsavory reputation.

A Wave Of Institutional Interest In Retirement Coaching Is Coming, Laura Says

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Robert Laura said advisors must be prepared for the coming demand.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It Quits

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Former Calpers CIO Nicole Musicco called for more sports investments and "stadium deals."

Social Security Timing Cracks Open The Door To Retirement Planning

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Everyone has questions about their Social Security benefits, no matter their income.

Calpers CIO Musicco To Step Down After Less Than Two Years

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Calpers, the largest U.S. pension, has faced pressure to hit its 6.8% return target.

Unplanned Housing Costs Impact Retirees More Than Healthcare, Study Says

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A T. Rowe Price study found the impact for housing hiccups to be five times greater.

2024 Social Security COLA Seen Rising To 3.2%

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The increase would be higher than the 20-year average, the Senior Citizens League says.

Inflation Is Dashing Retirement Plans As Investors Wake To Reality Of Price Surges

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Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Finra Bars Ex-Schwab Rep For Allegedly Pilfering Clients' Social Security Benefits

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Ethan Christopher Martin of Austin, Texas, allegedly stole the government benefits from three customers.

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

High Earners Get Reprieve With Delay To Rule Change On 401(k) Catch-Ups

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The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

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