RETIREMENT PLANNING

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Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Many Americans Considering Delaying, Reversing Retirement, Survey Says

by FA Staff

Many of the people rethinking retirement said money wasn't the main reason.

Teresa Ghilarducci Says Restoring Social Security Solvency 'Isn't That Complicated'

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The economist offers views on the U.S. debt, retirement age, Social Security and more.

This Is When Your Client Really Needs To Start Saving For Retirement

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The saving needs to start at the age of 25 for any hope to have at least $1 million for retirement.

Baby Boomers Are Overestimating Future Social Security Income

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The percent of pre-retirement income that Social Security replaces can vary greatly.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

Youngest Baby Boomers' Pay In The U.S. Peaked When They Hit 45

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For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.

How Longevity Literacy Impacts Retirement Confidence, Success

by FA Staff

The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.

Why Retirement Planning Is More Than Hitting A Savings Goal

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This advisor tells clients not to get too hung up on a savings objective and to take a broader look at their retirements.

401(k) Millionaires Stage A Comeback With Another Quarter Of Gains

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The tally of seven-figure retirement accounts at Fidelity is climbing as stocks bounce back after falling in 2022.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Fidelity, Vanguard TDFs Have Underperformed Balanced Funds, Morningstar Says

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Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.

Retirees Face $17,400 Cut To Social Security Benefits In 2033

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A new analysis shows the cuts Americans could see to Social Security benefits in 2033.

Jackson National's Quarterly Earnings Disappoint Analyst Estimates

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The annuities giant saw plunging operating earnings. It blamed higher costs and derivatives losses.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

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The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

401(k) Balances Rise, But So Do Hardship Withdrawals, BofA Says

by FA Staff

The average 401(k) participant saw their account balances rise 9.6% during the first half of the year.

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.

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