Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RETIREMENT PLANNING » Income Planning

Income Planning

[1]  9 10 11 12 13 14 15 16   [137]

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

by ,

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

by

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

by

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

by

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

by

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

by ,

Social Security generously rewards those who delay until age 70.

How Wealthy Clients Can Address Income-Based Phaseouts

by

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

SECURE 2.0 Gives Women What They Need, Advisors Say

by

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

by

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

by

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

Addressing The Retirement Confidence Gap

by

Finding and instilling confidence in consumers is the key to their secured financial futures.

Financial Stress Rises Among U.S. Workers, Survey Finds

by

John Hancock's is the second survey in as many weeks to mark degrading financial wellness.

Security Benefit Increases Lineup Of Indexes For Fixed Annuities

by FA Staff

The two new indexes are designed to enhance diversification possibilities.

Many Older Americans Haven't Saved Anything For Retirement

by

A new survey finds 27% of people aged 59 and older have no money set aside for their later years.

More 401(k) Plan Sponsors Strive To Keep Client Assets, Cerulli Says

by

Sponsors are more inclined to try to keep their account holders from rolling over their plans, the company says.

U.S. Families Find Some Relief As Prices Of Many Household Necessities Retreat

by

Prices of groceries dropped for the first time since 2020 and household energy slid by the most in almost nine years.

As Inflation Slows, It Is Time To Reconsider Those I Bonds

by

In May, I bonds will begin reverting to a 3.38% inflation-based rate, along with any fixed rate they were issued with.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

by

Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Parents Drain Retirement Funds To Support Adult Children

by

Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.

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.

[1]  9 10 11 12 13 14 15 16   [137]