Retirement Planning

Displaying 7977 results
Cooling inflation points to 3% Social Security COLA for 2024
RETIREMENT RETIREMENT PLANNING AUG 10, 2023
Cooling inflation points to 3% Social Security COLA for 2024

While prices for some essentials continue to increase, it's likely that the cost-of-living adjustment will be much lower than 2023's.

Vanguard Charitable notches year of record giving despite market turmoil
RETIREMENT RETIREMENT PLANNING AUG 10, 2023
Vanguard Charitable notches year of record giving despite market turmoil

In fiscal 2023, grants were up 11%, surpassing $2 billion, according to the sponsor of donor-advised funds.

Pension fund shareholder suit against Dimon, JPMorgan Chase board fails
RETIREMENT RETIREMENT PLANNING AUG 10, 2023
Pension fund shareholder suit against Dimon, JPMorgan Chase board fails

Judge rules on Epstein-related lawsuit.

Nuveen and TIAA roll out target-date series with annuity feature
RETIREMENT RETIREMENT PLANNING AUG 09, 2023
Nuveen and TIAA roll out target-date series with annuity feature

Few 401(k) plans have such features, but product providers expect that to change.

Worried about Social Security running out of money, many plan to take benefits early
RETIREMENT RETIREMENT PLANNING AUG 09, 2023
Worried about Social Security running out of money, many plan to take benefits early

Only 10% of non-retired Americans plan to wait until they're 70 to receive the maximum Social Security payment, Schroders survey finds.

Average 401(k) balances are up from last year, but so are hardship withdrawals
RETIREMENT RETIREMENT PLANNING AUG 09, 2023
Average 401(k) balances are up from last year, but so are hardship withdrawals

BofA report paints two conflicting pictures of the state of retirement savings in 2023.

Lawsuit over ESG in 401(k) not cleared for takeoff, American Airlines says
RETIREMENT RETIREMENT PLANNING AUG 08, 2023
Lawsuit over ESG in 401(k) not cleared for takeoff, American Airlines says

ESG-themed funds named in the case are only available through a brokerage window, the defendant noted.

Lack of estate planning leads to family feuds, study shows
RETIREMENT RETIREMENT PLANNING AUG 08, 2023
Lack of estate planning leads to family feuds, study shows

Without proper estate planning, 58% of respondents have experienced family disputes and having assets fall under court control.

Democratic bill would require spousal consent for 401(k) distributions
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
Democratic bill would require spousal consent for 401(k) distributions

Legislation would extend spousal protections used in pensions to defined-contribution plans.

Planning for the possibility of cognitive decline
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
Planning for the possibility of cognitive decline

New research shows that mental deterioration hits some groups of retirees harder than others.

How the end of the student loan pause could affect retirement saving
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
How the end of the student loan pause could affect retirement saving

Next year, more employers will start offering 401(k) matches for workers who don't contribute but are paying down loans.

Getting Medicare premiums refunded after death
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
Getting Medicare premiums refunded after death

Survivors can apply for a refund of the deceased person's unused premiums.

Many Americans relying on insurance they haven't bought to pay for old-age care
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
Many Americans relying on insurance they haven't bought to pay for old-age care

Survey reveals how people believe they will cope in their senior years, and the gaps that exist.

GOP effort to curb ESG proves unsuccessful so far
RETIREMENT RETIREMENT PLANNING AUG 03, 2023
GOP effort to curb ESG proves unsuccessful so far

'If you’re expecting any meaningful legislation to emerge from all the Republicans’ talking points, think again,' says Washington Research Group's John Miller.

Inflation is weakening 401(k) savings ability for millions of Americans, says Schwab
RETIREMENT RETIREMENT PLANNING AUG 03, 2023
Inflation is weakening 401(k) savings ability for millions of Americans, says Schwab

Despite the challenging conditions, workers are trying to keep on top of retirement savings.

Will adding annuities to 401(k) plans alleviate the retirement crisis?
RETIREMENT RETIREMENT PLANNING AUG 02, 2023
Will adding annuities to 401(k) plans alleviate the retirement crisis?

Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.

Student loan debt assistance programs become higher priority for employers
RETIREMENT OPINION AUG 02, 2023
Student loan debt assistance programs become higher priority for employers

Employers' interest in various types of assistance has increased this year, partly as a result of the passage of SECURE 2.0 late last year.

Which are the best and worst states to retire to?
RETIREMENT RETIREMENT PLANNING AUG 02, 2023
Which are the best and worst states to retire to?

States ranked by affordability, weather, crime, and quality and cost of health care.

Why are advisors overlooking Peak 65 women's retirement needs?
RETIREMENT RETIREMENT PLANNING AUG 01, 2023
Why are advisors overlooking Peak 65 women's retirement needs?

'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.

401(k) balances highlight major wealth gap, GAO says
RETIREMENT RETIREMENT PLANNING AUG 01, 2023
401(k) balances highlight major wealth gap, GAO says

State auto-IRAs and provisions of the Secure 2.0 Act could help, but there are numerous factors underlying wealth inequality.