Retirement

Displaying 11666 results
401(k) fee disclosures have improved transparency, though clarity still a concern
RETIREMENT PLANNING OCT 29, 2024
401(k) fee disclosures have improved transparency, though clarity still a concern

New GAO research reveals DOL regulatory changes have led to lower fees, but retirement savers could still be confused.

By Leo Almazora
To be a fiduciary, or not to be a fiduciary?
LIFE INSURANCE AND ANNUITIES OCT 29, 2024
To be a fiduciary, or not to be a fiduciary?

Survey reveals unsurprising support from fee-only advisors but CEO of Finseca says restricting yourself to one fee model is "just plain stupid."

By Josh Welsh
Why clients are sitting on a ticking tax timebomb
TAX OCT 25, 2024
Why clients are sitting on a ticking tax timebomb

Advisor is critical of industry's tendency to avoid giving tax advice.

By Chris Davis
Debt throws most higher-ed workers financially off-balance, finds TIAA Institute research
RETIREMENT PLANNING OCT 25, 2024
Debt throws most higher-ed workers financially off-balance, finds TIAA Institute research

Study reveals struggles to meet other financial obligations, build emergency savings, and prepare for retirement.

By Leo Almazora
RetireOne bolsters annuity shelf with Gainbridge partnership
RETIREMENT PLANNING OCT 25, 2024
RetireOne bolsters annuity shelf with Gainbridge partnership

The independent platform provider of fee-based insurance solutions is giving its RIA consumers access to two new annuity offerings, including one industry-leading product.

By Leo Almazora
At Boeing, pension plan is up in the air, and 401(k) is grounded
RETIREMENT PLANNING OCT 24, 2024
At Boeing, pension plan is up in the air, and 401(k) is grounded

Union machinists reject an offer from the company that included a 35 percent pay increase and up to a 12 percent annual contribution from the company toward workers' 401(k)s.

By Emile Hallez
intelliflo boosts platform with new wash sale rule feature
FINTECH OCT 24, 2024
intelliflo boosts platform with new wash sale rule feature

The fintech provider is helping tax-conscious family offices and SMAs avoid the ire of the IRS with its latest redblack platform update.

By Leo Almazora
The Trump tax cuts are expiring, so what are advisors saying?
TAX OCT 24, 2024
The Trump tax cuts are expiring, so what are advisors saying?

Wealth managers discuss their plans for the sunsetting of the 2017 Tax Cuts & Jobs Act.

By Gregg Greenberg
Is America headed for a retirement crisis?
RETIREMENT PLANNING OCT 23, 2024
Is America headed for a retirement crisis?

John Hancock Retirement CEO Wayne Park weighs in on America's retirement readiness.

By Gregg Greenberg
IRS announces 2025 inflation adjustments to tax rates
TAX OCT 23, 2024
IRS announces 2025 inflation adjustments to tax rates

The federal tax agency's latest update includes items on standard deductions, clarity on marginal tax rates, and the alternative minimum tax exemption.

By Leo Almazora
Survey highlights financial challenges across generations as longevity increases
RETIREMENT PLANNING OCT 23, 2024
Survey highlights financial challenges across generations as longevity increases

John Hancock study provides sobering snapshot of financial sentiment, with concerns around debt and day-to-day finances holding back retirement readiness.

By Leo Almazora
Jackson gives a new spin on its investment-focused VAs, with guaranteed account balance option
LIFE INSURANCE AND ANNUITIES OCT 22, 2024
Jackson gives a new spin on its investment-focused VAs, with guaranteed account balance option

In a nod to sales trends that favor protection-focused annuities, the company has added a guaranteed minimum account balance rider for its Elite Access variable annuities.

Vise, Advyzon ink partnerships to drive portfolio personalization
FINTECH OCT 22, 2024
Vise, Advyzon ink partnerships to drive portfolio personalization

The two wealth tech firms are ramping up efforts to help financial advisors deliver customized, tax-efficient portfolios at scale.

By Leo Almazora
4 preparation strategies to help clients navigate the 2026 lifetime exemption sunset
OPINION OCT 18, 2024
4 preparation strategies to help clients navigate the 2026 lifetime exemption sunset

Advisors to high-net-worth and UHNW clients would do well to understand the implications and take appropriate steps to safeguard their wealth.

For half of caregivers, responsibilities hamper journey to retirement security
RETIREMENT PLANNING OCT 18, 2024
For half of caregivers, responsibilities hamper journey to retirement security

Research by Voya sheds light on broad financial impacts from emergency savings to healthcare costs and retirement savings.

By Leo Almazora
Annuity confusion crimps customer satisfaction, finds JD Power
RETIREMENT PLANNING OCT 17, 2024
Annuity confusion crimps customer satisfaction, finds JD Power

Survey finds three-fifths of annuity holders wrestling with financial health concerns, while many lack full understanding of the protected income products.

By Leo Almazora
A quarter of advisors don't have their own estate plans
RETIREMENT PLANNING OCT 17, 2024
A quarter of advisors don't have their own estate plans

Yet vast majority are staunch advocates for estate planning.

By Emile Hallez
Why the US lags globally in retirement security
RETIREMENT PLANNING OCT 16, 2024
Why the US lags globally in retirement security

It's not just about the shift from pensions to 401(k)s, as highly rated countries offer higher contribution limits and more flexibility to workers.

By Emile Hallez
T. Rowe Price rolls out new managed lifetime income solution
RETIREMENT PLANNING OCT 15, 2024
T. Rowe Price rolls out new managed lifetime income solution

The new retirement savings product, launched in partnership with Pacific Life, offers a fresh option for defined contribution plan participants.

By Leo Almazora
IRS announces relief for taxpayers hit by Helene and Milton
TAX OCT 14, 2024
IRS announces relief for taxpayers hit by Helene and Milton

Those impacted by the devastating hurricanes may be eligible for extensions, special deductions and other forms of assistance.

By Leo Almazora