The big lesson from 2016 for retirement planning
Investors should learn to ignore market forecasts and predictions and stick to their comprehensive plan.
Retirement scan
Are employees ready for shared medical appointments?
Retirees can hear different perspectives from other patients and learn more about their medical conditions.
Why we need a new type of 401(k)
Many Americans are facing bleak retirement prospects as a result of the current do-it-yourself retirement system.
The top retirement fears and how to tackle them
A survey has found that running out of savings and lack of Social Security benefits tops the list of concerns.
Contingency planning for clients relying on pensions
Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.
5 biggest retirement savings mistakes to avoid
Underestimating longevity is one of the blunders that clients should sidestep when preparing for retirement.
1 simple New Year’s resolution for stronger retirement savings
Clients should consider switching to a Roth IRA or Roth 401(k) as investment growth and distributions are not subject to tax.
This holiday season, consider a Roth IRA
Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.
How the Fed rate hike will affect clients’ retirement income
Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.
How the Fed rate hike will affect clients’ retirement income
Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.
CEOs can expect $253,088 in monthly retirement income
The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.
CEOs can expect $253,088 in monthly retirement income
The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.
Five things to do five years before retiring
Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.
5 things to do 5 years before retiring
Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.
Should clients delay Social Security or hit go?
While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.
Should employees delay Social Security or hit go?
While delaying Social Security can maximize retirement benefits and boost income, some workers have financial circumstances that make an early retirement a better option.
The most overlooked tax breaks for the newly retired
Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.
The most overlooked tax breaks for the newly retired
Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.
Protect a retirement nest egg from a volatile market
Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.
Protect your client’s nest egg from a volatile market
Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.
