Income Planning

[1]  1 2 3 4 5 6 7 8   [135]

Wealthy Clients Better Plan For Election-Time Changes To TCJA

by

Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

As Clients Live Longer, Firms Step Up Efforts Addressing Longevity Risk

by

Longevity risk should always be on the back of an advisor's mind when making financial decisions with their clients.

Millennials Ready To Listen To Advisors, Ameriprise Survey Says

by

A majority of these young earners expressed optimism about their financial futures.

Fear Of Stock Losses Has Retirement Savers Sticking With Cash

by

Millennial workers have a third of their retirement funds in cash, more than any other asset class, a new survey says.

Getting The Highest Social Security Benefit Is More Crucial Than Ever

by

A new report says the Social Security Trust Fund's ability to pay in full may run out earlier than forecast.

Secure 2.0 Gives Women What They Need, Advisors Say

by

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

2022 Was Good For Annuities; 2023 Stands To Be Better

by

CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

Bipartisan Group Of Senators Mulls Raising Social Security Age

by

Increasing the retirement age to 70 is one of the proposals being considered by the legislators.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

by

Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Social Security Insolvency Seen Coming A Year Earlier Than Before

by

Medicare's hospital insurance trust fund, which helps pay for inpatient hospital care, will be able to pay full benefits until 2031.

Hopes For Bipartisan Social Security Fix Dimmed By Biden-GOP Tensions

by

Social Security's trust funds are set to exhaust their reserves by 2035, when today's 54-year-olds reach full retirement.

Women Working With Advisors Have Greater Retirement Confidence, LIMRA Says

by

Forty percent of women who work with a financial professional feel very prepared for retirement.

Jackson Revamps Efforts To Aid Women's Retirement Saving

by

Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.

How A Florida Retired Broker Scored A $3.4 Million Refund For Muni-Bond Investors

by

Larry Wasserman discovered that a key data point known as a factor had been improperly calculated on a bond.

Avoiding Retirement Withdrawal Taxes Can Be Tricky, Advisors Say

by

Moving to a tax friendly state is a valid option, but proving state residence is sometimes complicated.

Nationwide, Fidelity Partner For New Annuity Product

by

The annuity offers clients stability in volatile markets, Nationwide said.

In New York City, A $100,000 Salary Feels Like $36,000

by

A $100,000 paycheck goes the farthest in Memphis, Tenn., with $86,444 in take-home pay after taxes and adjusting for cost of living.

Don't Make The Same Mistake As SVB With Your 401(k)

by

Knowing what makes an asset safe is not always so simple, and it will differ based on circumstances.

Women Investors Believe The U.S. Is In A Financial Crisis

by

Inflation is greatly affecting women's retirement savings and decisions, Nationwide says.

Startup Offers Pooled Investment For Retirees

by

Savvly says its investment pool allows investors to manage longevity risk.

[1]  1 2 3 4 5 6 7 8   [135]