Retirement Planning

Displaying 7999 results
Benefits may run out faster due to Social Security COLA increase
RETIREMENT PLANNING OCT 18, 2022
Benefits may run out faster due to Social Security COLA increase

The revenue stream is at risk as the number of retirees grows faster than the number of workers paying taxes.

By Bloomberg
10 of the greatest unretirements of all time
RETIREMENT PLANNING OCT 18, 2022
10 of the greatest unretirements of all time

Here are a few celebrities who announced their retirements, then subsequently announced they were reversing that decision.

By Gregg Greenberg
What’s new for Medicare open enrollment
RETIREMENT PLANNING OCT 17, 2022
What’s new for Medicare open enrollment

Most beneficiaries don't switch plans during the annual open enrollment period, but retirees can save money by reviewing their drug coverage options.

By Mary Beth Franklin
Social Security announces 8.7% COLA for 2023
RETIREMENT PLANNING OCT 13, 2022
Social Security announces 8.7% COLA for 2023

Next year's cost-of-living adjustment will be the largest increase in retirement benefits and taxable wages in 42 years.

By Mary Beth Franklin
Inflation roiling retirees, especially boomers, says Goldman survey
RETIREMENT PLANNING OCT 12, 2022
Inflation roiling retirees, especially boomers, says Goldman survey

A mere 7% of retirees stopped working because their savings were sufficient to fund their retirement, according to the report.

By Gregg Greenberg
Year-end tax planning for retirees
RETIREMENT PLANNING OCT 11, 2022
Year-end tax planning for retirees

Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.

By Mary Beth Franklin
Procrastinating Americans putting off estate plans, says D.A. Davidson survey
RETIREMENT PLANNING OCT 11, 2022
Procrastinating Americans putting off estate plans, says D.A. Davidson survey

Just 34% of adult Americans have an estate plan and 37% of respondents said they didn't have a plan at the ready.

By Gregg Greenberg
DOL set to finalize ESG rule for retirement plans
RETIREMENT PLANNING OCT 07, 2022
DOL set to finalize ESG rule for retirement plans

The final rule is coming out at a time when sustainable investing has become a political flashpoint.

By Emile Hallez
Strong job market not enough to calm nervous employees
RETIREMENT PLANNING OCT 07, 2022
Strong job market not enough to calm nervous employees

62% of workers have cut their contributions to their savings in response to the economic impacts related to inflation or concerns about a recession.

By Gregg Greenberg
Hub acquires Northern California-based Quintes
RETIREMENT PLANNING OCT 06, 2022
Hub acquires Northern California-based Quintes

The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.

By InvestmentNews
Fend off inflation with these strategic tips
RETIREMENT PLANNING OCT 06, 2022
Fend off inflation with these strategic tips

Economist Laurence Kotlikoff offers his outlook on inflation and how investors can prepare their portfolios to defend against it.

By Gregg Greenberg
Fidelity, Vanguard join forces to help workers move 401(k)s
RETIREMENT PLANNING OCT 05, 2022
Fidelity, Vanguard join forces to help workers move 401(k)s

The two retirement giants, along with Alight Solutions, are forming a consortium to automate the transfer of 401(k) accounts with balances below $5,000 when workers change jobs.

By Bloomberg
Life insurance can be a valuable asset for seniors battling inflation
OPINION OCT 05, 2022
Life insurance can be a valuable asset for seniors battling inflation

Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.

By Lucas Siegel
Market pain boosts case for adding alternatives to retirement accounts
RETIREMENT PLANNING OCT 04, 2022
Market pain boosts case for adding alternatives to retirement accounts

An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.

By Gregg Greenberg
MAI acquires Florida-based firm, launches retirement business
RIA NEWS OCT 04, 2022
MAI acquires Florida-based firm, launches retirement business

The Cleveland-based RIA said the purchase of West Point Business Group allows it to launch MAI Retirement.

By InvestmentNews
Figuring out the tax impact on clients' portfolios
OPINION OCT 04, 2022
Figuring out the tax impact on clients' portfolios

Taxes can create a significant drag on the value of a portfolio, so here are the things you should be looking for in a client's tax documents.

By Rob Kuharic
Republicans advocate for retirement investments in private equity, crypto
RETIREMENT PLANNING OCT 03, 2022
Republicans advocate for retirement investments in private equity, crypto

The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.

By Mark Schoeff Jr.
Here's what your clients need to ask themselves before retiring
RETIREMENT PLANNING OCT 03, 2022
Here's what your clients need to ask themselves before retiring

T. Rowe Price retirement expert Stuart Ritter explains what individuals need to learn about themselves — both financially and nonfinancially — as they plan for retirement.

By Gregg Greenberg
Independent Financial Partners to offer Sallus pooled 401(k)s
RETIREMENT PLANNING SEP 30, 2022
Independent Financial Partners to offer Sallus pooled 401(k)s

The Sallus pooled employer 401(k) plan is aimed at small to midsize businesses.

By InvestmentNews
Stay the course despite market volatility, says T. Rowe Price
RETIREMENT PLANNING SEP 30, 2022
Stay the course despite market volatility, says T. Rowe Price

Study finds 95% of retirement plan participants made no changes to investments in year’s first half.

By InvestmentNews