Retirement Planning

Displaying 7977 results
10 of the greatest unretirements of all time
RETIREMENT 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.

What’s new for Medicare open enrollment
RETIREMENT 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.

Social Security announces 8.7% COLA for 2023
RETIREMENT 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.

Inflation roiling retirees, especially boomers, says Goldman survey
RETIREMENT 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.

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

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

Procrastinating Americans putting off estate plans, says D.A. Davidson survey
RETIREMENT 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.

The IRS answers a crucial penalty question for missed RMDs
RETIREMENT RETIREMENT PLANNING OCT 10, 2022
The IRS answers a crucial penalty question for missed RMDs

The tax collector says there will be no 50% penalty for missed 2021 and 2022 RMDs for beneficiaries subject to the 10-year rule.

DOL set to finalize ESG rule for retirement plans
RETIREMENT 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.

Strong job market not enough to calm nervous employees
RETIREMENT 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.

Hub acquires Northern California-based Quintes
RETIREMENT 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.

Fend off inflation with these strategic tips
RETIREMENT 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.

Fidelity, Vanguard join forces to help workers move 401(k)s
RETIREMENT 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.

Life insurance can be a valuable asset for seniors battling inflation
RETIREMENT 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.

Market pain boosts case for adding alternatives to retirement accounts
RETIREMENT 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.

MAI acquires Florida-based firm, launches retirement business
RETIREMENT RIAS 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.

Figuring out the tax impact on clients' portfolios
RETIREMENT 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.

Republicans advocate for retirement investments in private equity, crypto
RETIREMENT 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.

Here's what your clients need to ask themselves before retiring
RETIREMENT 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.

Independent Financial Partners to offer Sallus pooled 401(k)s
RETIREMENT 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.

Stay the course despite market volatility, says T. Rowe Price
RETIREMENT 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.