Retirement

Displaying 11527 results
Could auto-IRAs help households handle emergency expenses?
RETIREMENT PLANNING OCT 11, 2024
Could auto-IRAs help households handle emergency expenses?

New research suggests low- and moderate-income households facing sudden financial setbacks aren't maximizing their access to those savings.

Trump issues new tax cut pledges as presidential election draws closer
TAX OCT 11, 2024
Trump issues new tax cut pledges as presidential election draws closer

Deductions for auto loan holders and a proposal against double taxation for expats are the latest appeals from the former president seeking a second term.

Millions of Americans avoided paying taxes on early retirement distributions
RETIREMENT PLANNING OCT 11, 2024
Millions of Americans avoided paying taxes on early retirement distributions

Report finds taxpayers avoided filing for exemptions on or reporting $12.9B in early withdrawals from tax-favored accounts, with severe oversights among HNWIs.

Milton adds to climate-change worries for retirees
RETIREMENT PLANNING OCT 10, 2024
Milton adds to climate-change worries for retirees

The hurricane is the latest severe-weather event in a retirement destination, underscoring the concerns about climate change that clients bring up, financial planners say.

Social Security COLA flattens to 2.5 percent in 2025
RETIREMENT PLANNING OCT 10, 2024
Social Security COLA flattens to 2.5 percent in 2025

The benefit boost announced for next year aligns with historical averages but could still leave inflation-shocked retirees wanting.

Borrowing from 401(k) loans is actually okay, study finds
RETIREMENT PLANNING OCT 10, 2024
Borrowing from 401(k) loans is actually okay, study finds

Saving behavior tends to follow a steady path over time, says co-author of study

Companies transfer pension obligations
LIFE INSURANCE AND ANNUITIES OCT 10, 2024
Companies transfer pension obligations

Pension risk transfers, where insurance companies cover defined-benefit liabilities with group annuity contracts, have exploded in popularity – and litigation over them has followed.

NYL’s annuities leader on where industry can improve
LIFE INSURANCE AND ANNUITIES OCT 10, 2024
NYL’s annuities leader on where industry can improve

Matt Wion, who heads up the company’s retail annuities business, says the “Amazon and Uber effect” means industry improvements are needed to make the buying process easier.

Corebridge breaks into the RILA space
RETIREMENT PLANNING OCT 09, 2024
Corebridge breaks into the RILA space

The insurance giant says its latest offering puts it a step ahead against other top-three annuity providers.

Could private-market access boost retirement plan contributions?
RETIREMENT PLANNING OCT 09, 2024
Could private-market access boost retirement plan contributions?

Survey shows just over one-third of workplace plan participants willing to put part of their portfolios in private equity or private debt.

Most who expect big inheritances plan to switch advisors
RETIREMENT PLANNING OCT 08, 2024
Most who expect big inheritances plan to switch advisors

Only a third of people who anticipate getting $100,000 or more passed down to them say they are likely to retain relationships with financial service providers, according to survey data published by Equitable.

Balancing growth with wealth preservation
RETIREMENT PLANNING OCT 07, 2024
Balancing growth with wealth preservation

When Social Security started, the life expectancy for someone collecting was six to eight years, but now we're pushing past 20 years, says advisor.

Prioritizing the human condition
RETIREMENT PLANNING OCT 07, 2024
Prioritizing the human condition

The good, the bad, and the ugly: How CEO connects the numbers to a client's life story.

A welcome mat into financial planning
RETIREMENT PLANNING OCT 06, 2024
A welcome mat into financial planning

The pandemic hit and internships were in chaos but Hannah Moore saw an opportunity.

JPMorgan client who lost $50M amid dementia battle denied trial
RETIREMENT PLANNING OCT 04, 2024
JPMorgan client who lost $50M amid dementia battle denied trial

Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.

Good health, high wealth, good retirement? EBRI study points to links
RETIREMENT PLANNING OCT 04, 2024
Good health, high wealth, good retirement? EBRI study points to links

Survey analysis covering 20,000 retirees also shows guaranteed income, pre-retirement planning, and racial factors may play a role.

How to help high-net-worth clients save on soaring insurance costs
LIFE INSURANCE AND ANNUITIES OCT 04, 2024
How to help high-net-worth clients save on soaring insurance costs

A HUB International strategist offers tips for reducing skyrocketing insurance bills.

Gen X women worried they'll need a $2.1M nest egg
RETIREMENT PLANNING OCT 03, 2024
Gen X women worried they'll need a $2.1M nest egg

Northwestern Mutual analysis reveals gaps in expectations and attitudes across generations of women.

Advisors and clients aren't clicking on retirement planning
RETIREMENT PLANNING OCT 02, 2024
Advisors and clients aren't clicking on retirement planning

Survey data show crucial communication gaps between financial professionals and investors on protected income, annuities, social security and more.

AI, estate planning, and succession concerns weighing on private business owners
TAX OCT 01, 2024
AI, estate planning, and succession concerns weighing on private business owners

The second annual survey by Brown Brothers Harriman untangles sentiments around technology, tax risks, generational wealth, and single family offices.