Displaying 278 results
Near-retirees drain TDFs at a rapid clip
People within 15 years of retirement emptied target-date funds of a net $9.4 billion in March, according to Morningstar
Pandemic prompts some to rethink Social Security claiming strategy
Concerns about shrinking portfolios, lost jobs may accelerate claims
Current crisis could damage retirement security in long run
Markets and the economy seem to be conspiring to shrink nest eggs
401(k) provider facilitates COVID-19 withdrawals and loans
Voya Financial will rebate certain fees related to early withdrawals and loans through September
Stimulus package has helpful provisions for retirees
One-time rebate checks, relaxed rules on required minimum distributions and changes in tax filing deadlines are all pluses
Advisers needed as Congress paves the way for selling low
Unless clients are in dire circumstances, tapping retirement assets now is a losing strategy
Senate coronavirus stimulus bill waives RMDs this year
The final measure also makes it easier to withdraw funds from retirement accounts in an emergency
Retirement relief Congress should consider now
People with retirement accounts have seen losses through no fault of their own and they need a helping hand
Recession could hit Social Security financial outlook
The likelihood that people will file for benefits sooner amid a downturn and the possible decline in payroll tax revenue could put pressure on the Social Security trust fund
Dispatch from my bunker
Here's how I'm coping during the pandemic. I'm asking InvestmentNews readers to share their stories of how they're coping
Senate coronavirus package would allow hardship early access to retirement accounts
Financial industry also pushes for temporary waiver on required minimum distributions
Roth conversions ‘on sale’ and other retirement advice amid the market crash
People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them
Singles, survivors most affected by Medicare surcharges
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
Auto-IRA floated in Colorado
The state is one of a number that have considered or adopted a public savings system for private-sector workers who don't have access to employer-sponsored retirement plans
Fears over market drop could cause some to postpone retirement
Survey of those nearing retirement shows many would opt to work longer
Women and retirement preparedness
As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings
Mark Tibergien retiring from Pershing’s RIA custody business
Pershing's custody assets grew from $50 billion in 2010 to $822 billion at the end of last year
The new essential
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
Social Security and survivor benefits
Widows and widowers have multiple claiming options
Empower, ETrade to let 401(k) clients view accounts alongside stock plans
The retirement plan provider says the side-by-side view isn't a signal that the different accounts should be treated similarly
