Retirement Planning

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Diverse Americans are returning to financial advisors for retirement planning
RETIREMENT PLANNING SEP 15, 2023
Diverse Americans are returning to financial advisors for retirement planning

But there is still a belief among many Americans that financial advisors cost too much.

By Steve Randall
August CPI pushes 2024 COLA forecast up 3.2%
RETIREMENT PLANNING SEP 13, 2023
August CPI pushes 2024 COLA forecast up 3.2%

The resulting increase would raise the average monthly retiree benefit of $1,790 by $57.30.

By Gregg Greenberg
U.S. lags globally on retirement due to health, quality of life issues
RETIREMENT PLANNING SEP 13, 2023
U.S. lags globally on retirement due to health, quality of life issues

Academics suggest improvements to the savings system and restoring the solvency of Social Security.

By Emile Hallez
Judge orders high-stakes Feinstein family feud out of court
RETIREMENT PLANNING SEP 12, 2023
Judge orders high-stakes Feinstein family feud out of court

The case involving the US senator will now move to private mediation.

By Bloomberg
Draining the pool of confusion surrounding long-term care insurance
RETIREMENT PLANNING SEP 11, 2023
Draining the pool of confusion surrounding long-term care insurance

Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.

By Gregg Greenberg
How a former teacher is educating the world about 403(b)s
RETIREMENT PLANNING SEP 10, 2023
How a former teacher is educating the world about 403(b)s

Authoritative and personable, with an underdog spirit, InvestmentNews Innovator Dan Otter is on a mission to root out bad retirement plans and investments for teachers.

By Emile Hallez
Staying home to raise kids has retirement repercussions, study finds
RETIREMENT PLANNING SEP 08, 2023
Staying home to raise kids has retirement repercussions, study finds

Women should ensure spouse's wealth is aligned to long-term goals of both, says Schwab Wealth Advisory director.

By Emile Hallez
Ultra-rich hate 'trust fund monsters' more than taxes, study shows
RETIREMENT PLANNING SEP 07, 2023
Ultra-rich hate 'trust fund monsters' more than taxes, study shows

Clients with $25 million-plus require the most hand-holding from financial advisors.

By Gregg Greenberg
RIA team running 401K to promote 401(k) plans
RETIREMENT PLANNING SEP 06, 2023
RIA team running 401K to promote 401(k) plans

Chuck Smith and his team at Qualified Plan Advisors will be running 401K, or 250 miles, in honor of National 401(k) Day Friday.

By Gregg Greenberg
Tax and financial planning questions raised by Diddy's song rights transfer
RETIREMENT PLANNING SEP 05, 2023
Tax and financial planning questions raised by Diddy's song rights transfer

Creative control, income and capital gains are among the considerations for songwriters and recording artists.

By Emile Hallez
One step forward, one step back for use of crypto in retirement accounts
RETIREMENT PLANNING SEP 01, 2023
One step forward, one step back for use of crypto in retirement accounts

'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.

By Mark Schoeff Jr.
Federated Hermes sued over using own funds in its 401(k)
RETIREMENT PLANNING SEP 01, 2023
Federated Hermes sued over using own funds in its 401(k)

The company filled its retirement plan menu entirely with its own funds, some of which underperformed and had high fees, a plaintiff alleges.

By Emile Hallez
RIA with $950M AUM to join Pensionmark amid wealth management growth
RETIREMENT PLANNING AUG 30, 2023
RIA with $950M AUM to join Pensionmark amid wealth management growth

World Insurance Associates' retirement specialists unit is growing its national footprint and wealth management focus.

By Steve Randall
Pre-retirees favor advisors with national firm affiliation
RETIREMENT PLANNING AUG 29, 2023
Pre-retirees favor advisors with national firm affiliation

Cerulli Associates research reveals how reliance on advisors rises as retirement approaches.

By Steve Randall
IRS catch-up guidance a relief to 401(k) sponsors, advisors
RETIREMENT PLANNING AUG 28, 2023
IRS catch-up guidance a relief to 401(k) sponsors, advisors

Plans now have until 2026 to add Roth accounts that will allow high earners to make catch-up contributions.

By Emile Hallez
Helping clients overcome their lack of 'longevity literacy'
RETIREMENT PLANNING AUG 28, 2023
Helping clients overcome their lack of 'longevity literacy'

Advisors say they're constantly forced to educate clients about the dangers of outlasting their money, no matter their age.

By Gregg Greenberg
Retirement plan confusion creating advisor opportunities
RETIREMENT PLANNING AUG 28, 2023
Retirement plan confusion creating advisor opportunities

Although 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch.

By Gregg Greenberg
Almost half of retirees want to go back to work, not always for money
RETIREMENT PLANNING AUG 28, 2023
Almost half of retirees want to go back to work, not always for money

And millions of Americans are set to delay retirement, according to a new survey.

By Steve Randall
Land of the financially free? Not according to most Americans
RETIREMENT PLANNING AUG 28, 2023
Land of the financially free? Not according to most Americans

Just 1 in 10 say they are living their version of financial freedom.

By Steve Randall
Think twice before borrowing from 401(k) for a home down payment, advisors say
RETIREMENT PLANNING AUG 25, 2023
Think twice before borrowing from 401(k) for a home down payment, advisors say

Accessing retirement savings can be helpful for a subset of potential buyers, but there are some important caveats.

By Emile Hallez