Income Planning

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Gen X Needs Social Security Planning Now

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Gen X is waiting at the door for lessons in Social Security. Show them you haven't forgotten them.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

Expect More Older Americans To Keep Working, Consultant Says

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The drive for extra income will have more people working into their 80s or even 90s, he said.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Why don't more advisors recommend using health savings accounts for long-term growth?

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says

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Investment and Wealth Institute is seeing growth in some of its newer certification programs.

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule

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Few in the advisory industry view the fiduciary proposal as a cure-all.

Wall Street Just Doesn't Get Retirement

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The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

How Early Retirees Can Slash Healthcare Costs By Delaying Roth Conversions

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It may be best to reserve your client's Roth conversion between the ages of 65 and 70.

Americans Now Say They Need $1.5 Million To Retire

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Inflation and longer lifespans are changing people's views on how much retirement will cost, Northwestern Mutual says.

Fiduciaries Should Have 'Little Difficulty' Complying With DOL Rule, CFP Board Counsel Says

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CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.

Larry Fink Calls On Boomer Generation To Fix 'Retirement Crisis'

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The BlackRock CEO says young people "have lost trust in older generations."

Budgeting Tips For Gen Z As Cost Of Living Eats Into Savings

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While some traditional guidelines seem impossible to follow, advisors offer ways to control expenses and build savings.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

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Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

Independent Channels Drive Record Annuity Sales in 2023, Says Limra

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Total sales by independent agents and broker-dealers grew 29% last year.

Funding College and Retirement Together Just Got Easier

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It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.

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