Clients turning 62 next year? Here’s what to know
If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.
Annuities
How your clients’ 401(k) plans will change in 2017
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
How your clients’ 401(k) plans will change in 2017: Retirement Scan
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
Winners and losers in Social Security: Retirement Scan
An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.
Winners and losers in Social Security
An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.
5 ways the fiduciary rule is a positive for the annuity industry: Retirement Scan
The new rule will lead to lower built-in commissions, enhanced agent/advisor education, and increased regulation of indexed annuities.
5 ways the fiduciary rule is a positive for the annuity industry
The new rule will lead to lower built-in commissions, enhanced agent/adviser education, and increased regulation of indexed annuities.
When it comes to distributions, 401(k) plans lack flexibility: Retirement Scan
IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.
When it comes to distributions, 401(k) plans lack flexibility
IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.
Help employees get the most from Medicare: Retirement Scan
Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.
Help clients get the most from Medicare: Retirement Scan
Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.
What taxes will employees pay in retirement? Retirement Scan
While clients experience various benefits as they age, they still owe taxes after exiting the workforce.
What taxes will employees pay in retirement? Retirement Scan
While clients experience various benefits as they age, they still owe taxes after exiting the workforce.
Investors share their biggest retirement fears: Retirement Scan
Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.
Investors share their biggest retirement fears: Retirement Scan
Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.
How to pay for nursing home care: Retirement Scan
The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.
How to pay for nursing home care: Retirement Scan
The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.
4 numbers that can help employees plan for a secure retirement: Retirement Scan
Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.
4 numbers that can help employees plan for a secure retirement: Retirement Scan
Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.
Retirement savings choices are poised to shrink: Retirement Scan
Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.
