Income Planning

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NAPA Launches Retirement Income Certificate

by FA Staff

The new certification is meant to get members thinking about clients' 401(k) income.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

Prominent Social Security Analyst Announces Retirement

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The Senior Citizen League's Mary Johnson has been a reliable source of annual COLA increase projections.

Your Client's 401(k) Will Be Gone Within A Decade

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The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

Advisors Recommend Buying Bonds Now, Before Rate Cuts

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With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

DOL Fiduciary Proposal Slammed During GOP-Led House Hearing

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The agency "has overstepped its authority," Education Committee Chair Bob Good argued.

A Bold New Choice For Retirement Security

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This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

A $700 Billion Insurance Product Is Powering The U.S. Credit Market Rally

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Annuit sales reached a record high of $385 billion last year.

More Women See Themselves As CFO Of Their Households, Allianz Says

by FA Staff

But at the same time, they feel less financially secure and uneasy about retirement.

E*Trade Sued For 'Paltry' Interest Rates On Retirement Sweep Accounts

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The online broker's rates last year were at one point 500 times less than the federal-funds rate, the suit alleges.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Inflation Hurting Retirement Confidence, MFS Survey Says

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Only 34% of retirement plan participants were confident that they could retire when they wanted to.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and probably better off than they think.

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