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Income Planning

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Gen X Getting Nervous As Retirement Approaches, Allianz Survey Says

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The company found that the Gen X adult age group felt the least secure about retirement.

401(k) Annuities Still A Hard Sell Despite SECURE Act, Advisors Say

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Advisors report sluggish demand for the guaranteed-income products in retirement plans.

Plan Participants Feel Scared, Short On Savings, Schroders Survey Finds

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They want to top $1 million in savings, but only 29% believe they will reach that goal before retirement.

401(k) Contribution Rate Matched Record High in 2023, Vanguard Says

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The average percent of salary funneled into plans maintained 2022's record pace of 11.7%.

Retirement Plan Rollovers Are Declining. What Does That Mean For Advisors?

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More retirees are staying put in 401(k)s as plans ramp up features to keep them.

Bull Market Has Fattened Boomers' Retirement Accounts, Vanguard Says

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The equity market has boosted retirement readiness for millions of older Americans, a company study found.

These Are The World's Most Expensive Cities For Expats

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Rising housing costs and “volatile inflation trends” were putting pressure on expat workers, a Mercer report said.

Roth Conversions Can Pack Nasty State-Tax Surprise, Advisors Warn

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In some states, the conversions can lead to more taxes and a loss of pension exemptions.

Don't Let Housing And Other Essentials Create A Retirement-Saving Money Pit

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Without adequate planning, food, shelter and inflation can deplete retirement assets--here's how advisors can prepare for this scenario.

Planning For Retirement Income Gets Easier, Thanks To Tech

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A panel at INSITE 2024 delved into the tools and strategies for unwinding retirees' assets.

Retirement Savings Rise By Nearly 10% In First Quarter At Schwab

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Savings account holders with a financial advisor, held substantially higher balances than those without.

KKR Injects Capital Into Private REIT As Investors Unload U.S. Real Estate

by FA Staff

Analysts call KKR's effort to address redemption issues similar to those at Blackstone and Starwood unprecedented.

Retirees Claim Deceased Unregistered Advisor Stole $18.5M Of Their Savings

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The former Pennsylvania energy company workers allege in a lawsuit that Joseph Pezzano stole their life savings.

Inheritances Be Damned: Clients Want To Spend While They Can

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After the pandemic, more clients are seizing the moment and putting their money to use before they die.

The Illusion Of Affluence

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Too much consumption hampers wealth creation.

Creating Realistic Retirement Budgets

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

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.

America's $38 Trillion Retirement Pool Is Nowhere Near Enough

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A pension expert says millions will find they can't afford to quit their jobs.

State Street Is Working To Insert ETFs Into The 401(k) System

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The effort goes against the grain of a U.S. retirement structure built around mutual funds.

Number Of 401(k) Millionaires Hits New Record, Fidelity Says

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A strong stock market has helped boost the amount of seven-figure retirement accounts.

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