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Income Planning

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Social Security More Valuable Than Ever--Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

Delaying Social Security Has Rarely Been This Profitable

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As benefits get adjusted for inflation, waiting longer to receive those checks will pay off even more.

Even Millionaires Realize They May Need To Work Longer Than They Imagined

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Forty-two percent of millionaires in a Natixis survey are too worried to even think about retirement.

Social Security's Cost Of Living Increase Means Benefits May Run Out Sooner

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Preserving the program could mean raising more from workers or paying less to beneficiaries.

Andy Friedman Says SECURE 2.0 Should Pass After Midterms

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The legislation will increase the required minimum distribution age from 72 to 75.

Social Security Benefits Get Biggest Bump In 41 Years

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Recipients will receive a cost-of-living adjustment increase of 8.7% beginning in January.

Majority Of U.S. Retirees Fall Far Short Of Income Targets, Goldman Says

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Inflation and healthcare costs are among the top issues putting financial stress on retirees, a Goldman survey found.

For Some Retiring Clients, Paying Off The Mortgage No Longer The Best Advice

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Some older clients may want to take advantage of their low-rate mortgages, advisors say.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the firm said.

Great Recession Strengthened Public Pension Systems, Report Says

by FA Staff

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

Debt Could Derail Retirement Plans, A Consultant Says

by FA Staff

Debt among senior citizens is becoming significant problem, Christian Mills says.

The Father Of ‘4% Rule' Doesn't Buy 3% Alternative

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William Bengen believes it would take “a catastrophic set of circumstances” before clients had to accept a 3% withdrawal rate.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

The One True Free Lunch For Investors

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There's a growing recognition that raising after-tax return is a risk-free strategy for earning alpha.

Talking To Clients About Recessions

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Advisors need to make sure their clients know how a recession would really impact their lives.

A Quarter Of Consumers Have No Financial Plan, Survey Says

by FA Staff

A little less than half of Americans think their savings and income will last through their lifetimes.

Are Tontines Making A Comeback?

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These products have a checkered history, but some think they could become a popular retirement savings tool.

Retiring In 2022 Has Become A Challenge, Report Says

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inflation, volatility and interest rates are throwing roadblocks at retirement, Natixis Investment Managers said.

SECURE 2 Approval May Take Longer Than Expected, TIAA Officials Say

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TIAA directors said it may be a long time before SECURE Act 2.0 provisions are revealed.

The Stakes Are High For Retirement Investing, Advisors Say

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Given the level of near-term uncertainty, advisors are switching strategic gears.

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