Social Security

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Was The 'Great Retirement' Merely The 'Great Pause'?

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Two years on, people are rethinking the career choices they made in the heat of the pandemic. Here's how advisors can help.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Americans Remain Optimistic About Living Comfortable Retirement, EBRI Finds

by FA Staff

Surveyed workers and retirees said the pandemic hasn't derailed their retirement plans.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

Benefits For 1M Public Workers May Fall Short Of Social Security Standards

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Between 750,000 to one million employees annually are in danger of experiencing shortfalls in retirement benefits.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

The Oh Sh*t Moments Of Retirement Planning

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Preparation for life events is underrated. And uncommon.

The ‘Great Retirement' Disconnect That Puzzles U.S. Economists

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The surge in Americans going into retirement hasn't yet led to an increase in Social Security benefit applications.

Inflation Outstripping Social Security Adjustments, Senior League Says

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Seniors are grappling with credit card debt, food insecurity and rental increases.

How Clients Can Ease The Sting Of Medicare's IRMAA Fee

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Medicare recipients can even see their fees rise for selling a home or Roth conversions, advisors warn.

Roth Conversions Take Centerstage After Market Downturn, Advisors Say

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Converting during market declines can mean lower tax bills and tax-free rebounds, but they're not right for everyone.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

Regretting That Early Retirement? I've Got Bad News.

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Many older workers were forced off the job during the pandemic. Here's what they need to know before going back.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.

Paper Proposes Low-Cost Way To Bring Financial Advice To Masses

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The strategy leans heavily on fixed-income solutions to offer financial advice to people with limited assets.

Help Your Clients Weather Inflation

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With tax-wise advice, you're showing investors how not just to weather inflation but also how to thrive.

No, Getting Married Isn't Always Financially Beneficial

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Before legally clients yoke themselves to another person, it's perfectly reasonable to pause and make sure it makes sense.

CI Financial To Acquire $6B AUM RegentAtlantic

by FA Staff

The deal is expected to push the fast-growing global wealth manager's U.S. assets past the $100 billion mark.

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