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Income Planning

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High-Yield Party Returns To Emerging Markets Too Cheap To Ignore

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he high-yield outperformance comes as a wave of defaults predicted in the wake of Russia's invasion of Ukraine has yet to materialize.

Financial Companies Urge Congress To Quickly Approve SECURE 2.0

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A coalition of 60 companies asked congressional leaders to pass the legislation during the current lame-duck session.

What To Do With Client Cash Now That Interest Rates Are Up

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Rising interest rates create several promising options, but there are always limits, advisors say.

Workplace Retirement Plans Out Of Reach For Many Americans, T. Rowe Price Says

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Retirement-plan access is also hampered by gender and racial inequities, firm strategists said.

A Six-Figure Income Is Needed Just To Afford The Typical US Home

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Still-elevated home prices are combining with rising interest rates to create an affordability crunch.

Employees Want Help Dealing With Financial Stress, Survey Says

by FA Staff

Worry about inflation is hurting job performance, NAPFA says.

A Few Simple Tricks Turn Humble HSAs Into Wealth Builders

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Funding HSAs to the maximum and not making withdrawals optimizes their potential, an HSA specialist says.

In Q4, Time Is Ripe For Tax (And Other) Conversations

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Don't limit your tax evaluations to tax harvesting. There are other subjects to put on the agenda for Q4 meetings.

Battered Tech Stocks Are Hammering 401(k) Retirement Funds

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Meta, Amazon and Apple are big holdings in the nation's most popular retirement funds.

Soft Or Hard Landing: A Fixed Income Road Map For 2023

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It's a whole new ball game for yield seekers, but stay mindful of the Fed's guiding hand.

Avoiding Unpleasant Tax Surprises Next Year

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Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?

When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

Are Healthcare Costs In Retirement Overwhelming?

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There's a way to help clients get over the sticker shock.

Great Recession Strengthened Public Pension Systems, Report Says

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Public retirement systems have made changes since 2007 that have ensured their long-term viability.

Tales Of The Tape: Annuities Vs. The 4% Rule

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In a classic underdog story, annuities might have another shot at the title, experts say.

Secure 2.0 Can Be A Conversation Starter For Advisors

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The pending legislation could make it easier for workers to enroll in retirement plans.

62% Of Workers Are Reducing Savings Because Of Inflation, Morgan Stanley Says

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Nearly a third of workers said they were reducing 401(k) contributions, according to the survey.

Americans Fall Further Behind On Retirement Savings As Inflation Bites

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A new survey found that 55% of people feel they haven't saved enough, and inflation is preventing them from doing so.

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