RETIREMENT PLANNING

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Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Retiree Healthcare Costs Increased 8% In 2023

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That's about 8% more than what they needed a year ago, according to the research group.

FSI Could Ramp Up Another Suit Against DOL Fiduciary Rule

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The trade group's president said its appeals to the Department of Labor have fallen on deaf ears.

Get Ready For Higher RMDs This Year

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

Rubin Says U.S. In A ‘Terrible Place' On Deficit, Urges Tax Hikes

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The former Treasury Secretary estimated that about 60% of the increase in debt from 2000 to 2022 came from tax cuts.

Retirees Flocked To Florida, South Carolina In 2023, Report Says

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New Jersey surprisingly came in third as a retiree destination, according to a report by moving company HireAHelper.

Inflation Hurting Retirement Confidence, MFS Survey Says

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Only 34% of retirement plan participants were confident that they could retire when they wanted to.

DOL Approves New Rules For Pension-Linked Emergency Savings Accounts

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A new emergency pension account allows employees to take plan withdrawals free of taxes and penalties.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and probably better off than they think.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Calpers, Other Public Pensions Pump Billions Into Private Credit

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Retirement plans are seeking higher returns, but there are risks.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

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