Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RETIREMENT PLANNING
401k
Defined Benefit Plans
Defined Contribution Plans
IRAs
Income Planning
Life Planning
Social Security
Traditional Pensions
Target-Date Funds

RETIREMENT PLANNING

[1]  1 2 3 4 5 6 7 8   [209]

U.S. Retiree Surplus Is Still Near Two Million, Years After Covid

by

The number of excess retirees has even unexpectedly risen from 1.7 million in June.

The 10 Worst States For Saving For A Home

by FA Staff

Here are the places that pose the biggest uphill climb for would-be home buyers.

Fed Pause 'Really Good Time' To Buy Stocks, Capital Group Says

by

The central bank's tightening cycle might be peaking. That could be a window for equities.

Annual IRS Hike Of 401(k) Contribution Rises By Only $500

by FA Staff

The increase is much less than the $2,000 hike that savers saw this year.

How Advisors Can Help Clients Solve The Roth 401(k) Puzzle

by

Regulators have been working out the kinks since the accounts launched as a messy hybrid of the Roth IRA and traditional 401(k).

Social Security Is Nearing A Crisis

by

Social Security is expected to exhaust its financial reserves in 2033, when benefits will automatically be cut by a quarter.

Even Affluent Earners Face Retirement Shortfalls

by

Only exceptionally high earners are poised to fund all their retirement needs, says a Vanguard study.

Getting Over The Annuity Hurdles

by

If you think handling annuities is a problem, you're not alone.

Preparing Clients For The Risk Of Cognitive Decline

by

Advisors often have to bring up this sensitive topic with clients.

Higher For Longer Mantra Confounds Bond Investors

by

What do fixed-income investors say when 15 years of sleepy interest rates suddenly perk up?

DOL Fiduciary Proposal Will 'Undoubtedly' Face A Lawsuit, ERISA Attorney Predicts

by

Insurance and independent brokerage industries will be hardest hit, Fred Reish says.

Creative Planning Buys Mesirow's Retirement Advisory Unit

by FA Staff

The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.

DOL Unveils Fiduciary Rule That Regulates Annuity, One-Time Rollover Advice

by

The fiduciary rule released today will cut "junk fees" and provide billions in savings, the agency says.

Michael Kitces Warns Advisors About Sequence Risk, Defends 4.0% Rule

by

The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.

Millennial ETF Portfolios Skew Conservative, Schwab Survey Says

by

With 45% of assets devoted to fixed income, these portfolios are the most conservative of all age groups.

Private Equity Wants A Piece Of Your Retirement Savings

by

The mass affluent represent a deep reservoir of untapped riches for PE firms.

Women Feel Less Financially Secure Than Men, Study Says

by

But younger women feel more optimistic, according to the Northwestern Mutual report.

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

by

Now that RIAs have figured out how to charge for an annuity, firms are benefiting, too.

Do U.S. Workers Have Too Rosy A Picture Of Retirement?

by

Two new surveys suggest pre-retirees may ultimately be disappointed by their retirement expectations.

Social Security Bump Won't Calm Retiree Money Worries

by

Workers are increasingly concerned about potential cuts to Social Security benefits in the coming decade.

[1]  1 2 3 4 5 6 7 8   [209]