RETIREMENT PLANNING

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These Are The Best And Worst Cities For Expats In 2023

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Northern and central Europe appear to be the best places to go for U.S. expats.

Allianz Life Survey Finds Investors Unclear On What Advisors Do

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The industry has failed to show investors that recommendations are individual and advisors want to help.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

New Fiduciary Rule Targets Onetime Rollovers

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The rule would cut “junk fees” and provide billions in savings, the agency says.

Advisors Reflect On Their Worst Mistakes

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These advisors say that missteps early in their careers turned into learning experiences.

Carlyle Weighs Foray Into Market That's Transforming Pensions

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Companies are paying insurers to take on their financial obligations to pensioners.

Annuities Are Back In Fashion, But Are They Safe?

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Rising interest rates have spurred a boom in demand, but investors should take note of recent industry changes.

House Committee Chair Blasts DOL For Rushing Fiduciary Rule

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Virginia Foxx wants the DOL to extend the comment period for the proposed rule.

Investors Misjudging Their Longevity, Jackson National Life Says

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Investors' beliefs about their own life spans don't match the actuarial tables.

Social Security Remains Unsustainable

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Cuts will happen unless Congress closes the gap between tax revenue and promised benefits.

Consumers Pull Cash From Retirement Accounts Amid Budget Stress

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Some 2.3% of workers took a hardship withdrawal last quarter.

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts

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LifeX will be available to people between ages 60 and 75.

Higher Bond Yields Mean Retirees Can Pull A Bit More From Savings

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Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.

Morningstar: New Retiree Safe Withdrawal Rate Is 4%

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And with guardrails in place, retirees can pull 5.2% safely, the research firm said.

The 10 Best U.S. Places To Retire In 2024

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The Rust Belt-heavy results of this U.S. News & World Report analysis may surprise you.

When Sequence Risk Is A Good Thing

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Morningstar's John Rekenthaler considers “sequence opportunity” when people are accumulating assets.

Politics Influencing Investment Decisions, Nationwide Finds

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Many Americans fear the 2024 presidential election could affect their retirement plans.

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