Income Planning

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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.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Older Americans Are Now Earning Almost As Much As Younger Workers

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Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

UnitedHealth Sees 2024 Medicare Enrollment Below Estimates

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It's a sign of slowing growth in a business that has powered insurers' earnings for years.

Annuities Are Back In Fashion, But Are They Safe?

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Rising interest rates have spurred a boom in demand, but investors should take note of recent industry changes.

Consumers Pull Cash From Retirement Accounts Amid Budget Stress

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Some 2.3% of workers took a hardship withdrawal last quarter.

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts

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LifeX will be available to people between ages 60 and 75.

Higher Bond Yields Mean Retirees Can Pull A Bit More From Savings

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Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.

Morningstar: New Retiree Safe Withdrawal Rate Is 4%

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And with guardrails in place, retirees can pull 5.2% safely, the research firm said.

Politics Influencing Investment Decisions, Nationwide Finds

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Many Americans fear the 2024 presidential election could affect their retirement plans.

Working With Grieving Spouses And The Social Security Administration

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Advisors must be prepared when clients meet with the Social Security Administration.

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