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A new world for retirement plan advisers
The average client’s house is in reasonably good order, but mass affluent plan participants may need additional help
Medicare premiums, surcharges to rise slightly in 2021
Income brackets to be adjusted for inflation for high-income retirees next year
Money-market debit cards for clients? Franklin CEO on the future of advice
Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum
No escaping IRMAAs by switching to Medicare Advantage
High-income surcharges apply regardless of how clients receive Medicare coverage
Retirement saving is hard even for people who can afford it
The voluntary nature of defined-contribution plans creates room for some common psychological blind spots to get in the way of saving
Most investors regret tapping 401(k)s early — but would do it again
COVID-19 could lead more workers to take money out of retirement accounts, according to a survey from Edelman Financial Engines
Bipartisan retirement bill would increase RMD age to 75
The measure would build on the SECURE Act, but its legislative path is uncertain
Collapse of three-legged stool threatens retirement security
The worsening outlook will likely trigger 401(k), Social Security reform
Americans worry inflation will make retirement unaffordable
59% of those surveyed by Allianz believe rising costs will prevent them from enjoying life in retirement
Pandemic fuels retirement fears, study finds
The majority of workers affected by COVID-19 are pessimistic, a Wells Fargo study shows
Planning for uncertainty around Social Security
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments
How secure is Social Security?
Advisers will need to act to help clients navigate what is potentially a looming financial crisis
Addressing women’s longevity gap
Advisers can help couples prepare today for survivorship and health care costs
401(k) plans should allow cross selling: Report
Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide
Most advisers now have more clients than before pandemic, survey finds
The College of Financial Planning poll also finds that most clients have not postponed retirement
Social Security announces 1.3% COLA for 2021
Benefits and taxable wages will increase by one of the smallest amounts ever next year
Stress relief coming? 70% of Americans don’t see it soon
Fidelity survey finds a jump in planning, greater appreciation for family and friends
Retirement planning and biological age testing
Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning
Medicare 2021 open enrollment begins Oct. 15
Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year
INmail: Increase in grandson’s dependent benefit should be automatic
The grandson is entitled to dependent benefits until he turns 18 or 19 if he is still in high school.
