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Income Planning

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Investors Are Traumatized By Inflation, Natixis Says

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Inflation has become the number one financial fear for investors, surpassing tax hikes and surprise expenses.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Vanguard Says Even Affluent Earners May Face A Retirement Funding Shortfall

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Only exceptionally high earners are poised to fund all their retirement needs, according to a company study.

Rollover Advice Surges 150% At Top Wealth Management Firms, Study Says

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Consumer demand and compliance technology are driving recommendations, InvestorCOM found.

Younger Generations Want Advisor Help With Retirement Plans, Cerulli Says

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Plan sponsors need to develop more in-plan advisor services, the research firm says.

Retirement Income Investing: A New Set Of Opportunities

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Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.

The Complex Truth About Reverse Mortgages

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Few advisors even want to talk about them: Since their introduction in the 1960s, they have developed an unsavory reputation.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

Inflation Is Dashing Retirement Plans As Investors Wake To Reality Of Price Surges

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Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

High Earners Get Reprieve With Delay To Rule Change On 401(k) Catch-Ups

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The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Innovations On The Income Puzzle

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This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

This Is When Your Client Really Needs To Start Saving For Retirement

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The saving needs to start at the age of 25 for any hope to have at least $1 million for retirement.

Baby Boomers Are Overestimating Future Social Security Income

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The percent of pre-retirement income that Social Security replaces can vary greatly.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

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