RETIREMENT PLANNING

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Only 10% Of Americans Say They Will Take Full Social Security Benefits

by FA Staff

Surveyed workers said they don't plan on waiting until age 70 to start taking benefits.

8 Eight Reasons To Call Clients Before Labor Day

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Now is a good time to focus your clients' attention on these financial planning topics.

Great Recession Damaged Late Boomer Retirement Nest Eggs, Researchers Say

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Late boomers' retirement assets Are 14.5% lower compared with earlier retirees, according to Boston College researchers.

Advisors Say Clients Have Unrealistic View Of Retirement

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An Edward Jones survey found that advisors don't see clients appreciating the risks they may face in retirement.

Social Security's 'Surprise Inside': Delayed Retirement Credits

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Here are some facts to have in your pocket when discussing clients' retirement income plans.

SECURE 2.0 Mandatory Roth Catch-Up Requirement Raises Questions

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Uncertainty surrounding the provision has industry lobbying groups pleading with the IRS for a delay.

How Generational Evolution Will Drive Economic And Social Change

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Does a view into the cycles of history point to a tumultuous period just ahead?

The 60/40 Portfolio Doesn't Work For Everyone, Vanguard Strategist Says

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The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.

Biden's Pick to Run Social Security Drew Fire For Tax Hikes As Maryland's Governor

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If confirmed, Martin O'Malley would oversee one of the U.S.'s largest social programs.

SECURE 2.0 Changes To Catch-Up Contribution Rules Drawing Near

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The changes could provide clients with significant savings, advisors say.

Our Pensions Shouldn't Be Used To Juice The Economy

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Efforts to increase the share of private equity investment in retirement funds are misguided and dangerous.

Many Caregivers Are Unprepared For Retirement, Says New Survey

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One quarter of those working as unpaid caregivers have $1,000 or less in savings, EBRI said.

A Tax Trap Awaits Affluent Clients Seeking Income

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The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.

Should Wealthy Clients Delay Drawing On Social Security?

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Advisors say there are circumstances where wealthy clients may want to take their benefits early.

Parents Struggle To Support ‘Boomerang' Kids, Thrivent Finds

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For the 41% of parents who have adult children living with them, the financial hit is real.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

The Retirement Rules Have Changed

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In a volatile market, there are new ways retirees will want to seek income after they leave work.

Stop Saving, Start Spending

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Some near-retirees should ditch the savings plan and drop serious cash on their dreams.

Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

More 401(k) Participants Are Getting Professional Advice, Vanguard Says

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Sponsors are increasingly making advisors available to plan participants, the company said in new report.

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