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Income Planning

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Nationwide, Fidelity Partner For New Annuity Product

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The annuity offers clients stability in volatile markets, Nationwide said.

In New York City, A $100,000 Salary Feels Like $36,000

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A $100,000 paycheck goes the farthest in Memphis, Tenn., with $86,444 in take-home pay after taxes and adjusting for cost of living.

Don't Make The Same Mistake As SVB With Your 401(k)

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Knowing what makes an asset safe is not always so simple, and it will differ based on circumstances.

Women Investors Believe The U.S. Is In A Financial Crisis

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Inflation is greatly affecting women's retirement savings and decisions, Nationwide says.

Startup Offers Pooled Investment For Retirees

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Savvly says its investment pool allows investors to manage longevity risk.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

IRI Pushing For Federally Mandated Retirement Plans, Annuity Options

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The annuities industry trade group wants to make annuities a required default investment in retirement plans.

Ken Dychtwald Explains Why Advisors Are In The Business Of Saving Lives

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Advisors must learn the four pillars of the new retirement so they can help clients plan properly for their later years.

Companies Shrink Dividends As Executives Shift Gears On Spending

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Executives have been forced to carefully manage both costs and debt to maintain free cash flow in the face of rising rates.

Millions Of U.S. Workers Are Still Missing After The Pandemic. Where Did They Go?

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The labor-force participation rate remains stubbornly below pre-Covid levels.

The Average 401(k) Lost 20% Of Its Value Last Year

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Retirement accounts took a dive in 2022 as tech stocks plunged, according to research from Fidelity.

SECURE 2.0 Act: The RIA's Guide To IRAs

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Here is some guidance for financial advisors who work with IRA account holders, small employers or wealth management clients.

Investors Say They Need At Least $3 Million To Retire Comfortably

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A third of global investors put the number at $5 million in a new survey.

Putnam Investments Offers ESG Retirement Series

by FA Staff

The ETFs are actively managed target-date funds.

Why Monte Carlo Simulations For Retirement Income Should Be Banned

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The “safe withdrawal rate” isn't safe.

How Plans Can Help Challenged Retirement Savers In 2023

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In recent years, employers have gotten better at behaviorally motivating workplace retirement participants to save.

How To Help Clients Plan For A Successful Retirement

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A financial professional who is focused on longevity can help clients make the most of this exciting next phase of life.

More Americans Moved To Retire Out Of State In 2022

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Inflation and the cost of living drove more retirees to relocate, says this moving site.

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