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RETIREMENT PLANNING

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68% Of Retirees Fear Outliving Their Savings, Schroders Survey Says

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The top cause of concern was inflation, especially healthcare costs.

Biden Wants to Tax IRAs Over $10 Million, Require Mega RMDs

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The president's budget proposal would also end backdoor Roth conversions for the wealthy.

DOL Rule Brings A Trillion-Dollar Opportunity For Advisors

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The rules should remind advisors of how important IRA rollover decisions are to clients

Morningstar Says DOL Rule Will Save Investors $87B Over Next 10 Years

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Investors in small retirement plans and those who roll over into annuities will reap the greatest savings, researchers found.

The Trial Of The Fiduciary Rule For Crimes Against The Fiduciary Rule

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The fiduciary rule fails to advance the best interests of retirement savers.

'Magic Number' For Retirement Saving Growing Faster Than Inflation, Study Says

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The savings Americans say they need to retire has increased 50% since 2020, according to Northwestern Mutual.

Even The World's Most-Envied Retirement Plan Is Falling Short

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Australia's pile of cash won't completely sustain the country's aging population.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

You Can't 'Legislate Good Behavior'

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Here's what advisors really think about the DOL rule.

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

Retirement Optimism Is Returning To The Workforce, EBRI Says

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After retirement confidence fell off a cliff in 2022, rising wages may be boosting spirits, researchers said.

Your Client's Retirement Anxiety Can't Be Cured Online

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When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

The Perils Of Middle-Class Retirement In America

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Bold reform is urgently needed for America's retirement system--and surprisingly possible.

Investors Turning To Desperate Measures To Pay Bills, Says Allianz Report

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A survey of investors found 42% of them were dipping into retirement savings to make ends meet.

GOP Lawmakers Slam New DOL Fiduciary Rule

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Insurance regulators and the annuities industry also give tougher regulations a thumbs-down.

Voters See Retirement Crisis Looming, Survey Says

by FA Staff

Eighty-seven percent of surveyed voters said they foresee a retirement crisis.

Why All Financial Professionals Should Support Overturning The DOL's Fiduciary Rule

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The Department of Labor lacks an understanding of what constitutes retirement security.

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