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Income Planning

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Using Roths For Older Clients Demands Deft Touch, Advisors Say

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Roth IRAs are ideal tools for optimizing distributions tax-efficiently, they say.

How The Treasury Is More Powerful Than The Fed

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The central bank sets interest rates, but the federal government decides what kind of bonds to sell to the public.

2025 Social Security COLA May Be Lowest Since 2021, Report Says

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The COLA forecast has dropped from 2.63% to 2.57% last month, the Senior Citizens League said.

Advisors Offer Relief Strategies For RMD Pain

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These are some of the tactics advisors recommend to get a handle on required minimum distributions.

Financial Stress Depresses Overall Well-Being, Survey Finds

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A Guardian survey finds money to be the top source of stress in life, beating physical and mental health worries.

Investors Sue TIAA, Morningstar Over Pricey Retirement Plan Advice

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The suit comes after the SEC fined TIAA millions for violating its fiduciary duty in its retirement plan recommendations.

Market Turmoil Pushes 401(k) Trading To Highest Since March 2020

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Anxious retirement savers made changes to their accounts as equities tanked and volatility soared this week.

Is The U.S. Retirement Crisis Real? Depends On Whom You Ask

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A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.

Americans Worry Extreme Weather Events Could Erode Their Retirement Savings

by FA Staff

Allianz Life said that most people aren't discussing this worry, however, with their advisors.

Advisors Say Final IRS Rule On Inherited IRAs A Disappointment But Not A Surprise

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The agency has clarified that account inheritors must take distributions annually over a maximum of 10 years.

Florida's Cost Of Living Becoming Pricey For Retirees, Report Says

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The Sunshine State is home to some of the nation's most expensive retirement towns, a new report says.

Savers Still Think They Need $1.8M To Retire, Schwab Says

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But their concerns about inflation and market volatility have eased.

DC Plan Participants Want Income, Guidance, J.P. Morgan Survey Finds

by FA Staff

Ninety percent of plan participants said they want in-plan solutions that provide guaranteed income.

Investors With Advisors Plan To Retire Earlier, Survey Finds

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The Northwestern Mutual survey found that advisors breed confidence among their clients.

Australians Told To Monetize The Family Home To Fund Retirement

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Australia's pension system is the fastest-growing retirement saving pool in the world.

American Trust Retirement Offers Retirement Plan Help

by FA Staff

The new service, the WorkSaveRetire program, is designed to help advisors streamline plan operations.

Yes, Clients Can Save Too Much For Retirement

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Clients should save, but not to the point that they can't afford things that bring them joy.

2025 Social Security COLA Estimated At 2.63%

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The projected hike fails to keep up with a steep rise in food prices, the Senior Citizens League said.

Bolstered By Markets, More Retirement Plan Savers Feel On Track For Retirement

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More respondents than last year told BlackRock they feel they're on track.

UBS Sees $83 Trillion Wealth Transfer Over Next Three Decades

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The bank said about a fifth of the world's assets are held by people over 75.

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