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Income Planning

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Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who wait.

Is The Great Asset Shift For Real?

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Financial Advisor asked investment specialists how they're shuffling portfolios in a high-interest-rate world.

House Moves To Include Collective Investment Trusts In 403(b) Plans

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A House committee approved a measure that would expand investment offerings for those participating in 403(b) plans.

Wade Pfau On Using TIPS To Reveal A Retirement Plan's Funded Ratio

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This retirement income planning strategy relies on simplicity and two numbers.

Congress Prepares Bill To Fix SECURE 2.0 Catch-Up Contribution Snafu

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The legislation also aims to correct mistakes regarding RMD ages, lawmakers said.

Ex-UBS Advisor With $220M In Assets Goes Independent With LPL

by FA Staff

Jonathan Kesselman has launched Kesselman Wealth Management in Westlake, Ohio.

Tool Tests If Retirement Plans Can Survive Past Crises

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Income Lab has introduced software that shows how plans would fare during the worst financial disasters in history.

Connecticut's $600 Million Plan To Narrow Wealth Gap: Give Kids Trust Funds

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Connecticut and Washington, DC, both approved baby bond programs in 2021, and several other states have considered the idea.

Generation X Is Worried That Social Security Won't Survive

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Americans born between 1965 and 1980 are concerned that government retirement benefits won't be there for them.

U.S. Retirement Savings Shortfall Will Cost $1.3 Trillion

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Inadequate retirement savings will result in higher public assistance costs, a Pew Charitable report says.

A Knowledge Gap Keeps People Inadequately Prepared For Retirement, Prudential Says

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The firm says people often don't know whether they have enough money to contact an advisor.

Variable Withdrawal Rates Better For Retirees, Morningstar Says

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Variable retirement withdrawal rates beat out static rates over a 30-year horizon, the firm said.

Achieving Goals Tops Performance For Female Clients, Planning Execs Say

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Women want advisors who are empathetic and who can help them achieve their life goals, they said.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

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Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

How Wealthy Clients Can Address Income-Based Phaseouts

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Advisors say there are ways to deal with the penalties endured by wealthy taxpayers.

SECURE 2.0 Gives Women What They Need, Advisors Say

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New provisions in the act support the way women clients live, work and save for retirement, these advisors say.

Americans' Pessimism About Achieving A Comfortable Retirement Is Growing

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Sentiment hasn't been this low since 2008, according to a Greenwald Research/EBRI report.

Random Walk's Malkiel: Tax-Loss Harvesting Enhances Index Investing

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The author of "A Random Walk Down Wall Street," is a believer in the power of tax-loss harvesting.

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