Retirement Planning

Displaying 7959 results
New legislation seeks to extend 401(k)s to even younger Americans
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
New legislation seeks to extend 401(k)s to even younger Americans

The bipartisan measure introduced in the House of Representatives would widen the 401(k) savings window to include workers between 18 and 21 years old.

Over one-fifth of Americans over 65 are still working
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
Over one-fifth of Americans over 65 are still working

Federal census data point to a trend of delayed retirement, with some states leading the way in growth of senior-age workers.

Retire by 65? Get real, say one in two Americans
RETIREMENT RETIREMENT PLANNING AUG 08, 2024
Retire by 65? Get real, say one in two Americans

Poll of 1,000 adults reveals more than two-thirds concerned over living expenses, savings shortfalls, and a lack of guaranteed retirement income.

Healthcare costs continue to rise for retired seniors
RETIREMENT RETIREMENT PLANNING AUG 08, 2024
Healthcare costs continue to rise for retired seniors

Fidelity says a 65-year-old retiring today will face $165k in health care and medical expenses – more than twice what the average American expects.

The shadow of debt is creeping further into retirement, EBRI says
RETIREMENT RETIREMENT PLANNING AUG 07, 2024
The shadow of debt is creeping further into retirement, EBRI says

Analysis of Federal Reserve data shows how the continuing burden of debt and debt payments impact older households.

Market jitters spark 401(k) trading
RETIREMENT RETIREMENT PLANNING AUG 06, 2024
Market jitters spark 401(k) trading

Trading activity was eight times higher than usual on Monday, a level not seen since March 2020, according to Alight Solutions.

Just a third of Americans are doing well as financial issues persist
RETIREMENT RETIREMENT PLANNING AUG 02, 2024
Just a third of Americans are doing well as financial issues persist

Survey research reveals fresh insights on retirement uncertainties, inflation, and generational pressures among other stressors.

Why student loan debt is the biggest barrier to retirement planning
RETIREMENT RETIREMENT PLANNING AUG 02, 2024
Why student loan debt is the biggest barrier to retirement planning

Change is needed to help remove barriers to saving, says advisor.

Most Americans agree Social Security can’t stay status quo
RETIREMENT RETIREMENT PLANNING JUL 31, 2024
Most Americans agree Social Security can’t stay status quo

Research by Nationwide reveals almost three-quarters fear funds will run out before they die, while nearly four-fifths see a need for reform.

Why clients really want to talk to their advisor about the weather
RETIREMENT RETIREMENT PLANNING JUL 31, 2024
Why clients really want to talk to their advisor about the weather

Americans fear that natural disasters could devastate retirement savings.

DC plans crucial against retirement income shortfalls, says Morningstar report
RETIREMENT RETIREMENT PLANNING JUL 30, 2024
DC plans crucial against retirement income shortfalls, says Morningstar report

New model finds most workers not in plans may not hit their retirement goals, with single females, Gen Xers, and Baby Boomers at greater risk.

Are military households more prepped for retirement?
RETIREMENT RETIREMENT PLANNING JUL 29, 2024
Are military households more prepped for retirement?

Research hints veterans and their partners have done a better job strategizing for withdrawals, health expenses, and other retirement scenarios.

Second court blocks all aspects of DOL's fiduciary rule
RETIREMENT COMPLIANCE JUL 29, 2024
Second court blocks all aspects of DOL's fiduciary rule

A stay issued on Friday adds to an order in a separate case against the Department of Labor.

Advisors want to "freeze time" rather than retire
RETIREMENT RETIREMENT PLANNING JUL 29, 2024
Advisors want to "freeze time" rather than retire

Advisors, ironically, aren't really interested in retiring but Dynasty Financial's Casey Jorgensen argues it's a fiduciary duty.

Court order puts DOL fiduciary rule on ice
RETIREMENT RETIREMENT PLANNING JUL 26, 2024
Court order puts DOL fiduciary rule on ice

There is a stay effective for the rule and one of its prohibited transaction exemptions, but that doesn't necessarily mean firms should hold off on compliance.

More 401(k) investors 'very likely' to reach retirement goals, says Schwab
RETIREMENT RETIREMENT PLANNING JUL 26, 2024
More 401(k) investors 'very likely' to reach retirement goals, says Schwab

Annual retirement survey shows improvement, but percentage is less than half.

Inflation, volatility worries drop as retirement confidence rises, Schwab finds
RETIREMENT RETIREMENT PLANNING JUL 25, 2024
Inflation, volatility worries drop as retirement confidence rises, Schwab finds

The average expected retirement age went from 66 to 65 over the past year.

Interactive Brokers introduces new retirement planner feature
RETIREMENT RETIREMENT PLANNING JUL 25, 2024
Interactive Brokers introduces new retirement planner feature

New feature set to enhance customization capabilities.

Interest in guaranteed retirement income increases
RETIREMENT RETIREMENT PLANNING JUL 25, 2024
Interest in guaranteed retirement income increases

More than half of survey respondents acknowledge they are not saving enough for a financially secure retirement.

How advisors can help clients determine the right time to retire
RETIREMENT OPINION JUL 24, 2024
How advisors can help clients determine the right time to retire

Understand the needs of different client segments, and balance emotional and financial considerations to best serve clients.