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Income Planning

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Voters See Retirement Crisis Looming, Survey Says

by FA Staff

Eighty-seven percent of surveyed voters said they foresee a retirement crisis.

DOL Approves Final Fiduciary Rule

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The controversial rule expands the fiduciary requirements when clients are given advice on retirement account rollovers.

'Peak' Boomer Retirements Will Reduce U.S. GDP By 7.3% By 2030, ALI Study Says

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The financial services industry is projected to lose 761,000 experienced employees during the retirement wave.

Want To Enjoy Your Retirement? Consider Delaying It

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Most people aren't ready financially to retire completely at 65 or even 67, but they can still slow down a little.

Gen X Needs Social Security Planning Now

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Gen X is waiting at the door for lessons in Social Security. Show them you haven't forgotten them.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

Expect More Older Americans To Keep Working, Consultant Says

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The drive for extra income will have more people working into their 80s or even 90s, he said.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Why don't more advisors recommend using health savings accounts for long-term growth?

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says

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Investment and Wealth Institute is seeing growth in some of its newer certification programs.

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule

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Few in the advisory industry view the fiduciary proposal as a cure-all.

Wall Street Just Doesn't Get Retirement

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The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

How Early Retirees Can Slash Healthcare Costs By Delaying Roth Conversions

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It may be best to reserve your client's Roth conversion between the ages of 65 and 70.

Americans Now Say They Need $1.5 Million To Retire

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Inflation and longer lifespans are changing people's views on how much retirement will cost, Northwestern Mutual says.

Fiduciaries Should Have 'Little Difficulty' Complying With DOL Rule, CFP Board Counsel Says

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CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.

Larry Fink Calls On Boomer Generation To Fix 'Retirement Crisis'

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The BlackRock CEO says young people "have lost trust in older generations."

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