Retirement (142)
Dismal Retirement Outlook for Younger Boomers, Gen Xers
- Thursday, 06 June 2013
- Retirement
- Written by IAW News
Older baby boomers appear to be the last generation that will maintain their living standard in retirement as younger generations are failing to financially prepare for their golden years, reports Forbes.
Read more...Decline in Seniors’ Investing Skills May be Overblown
- Friday, 10 May 2013
- Retirement
- Written by IAW News
Concerns that declining cognitive skills associated with aging may diminish seniors’ investing skills may be exaggerated.
Read more...
Advisors Help Investors Boost Retirement Income to 80%
- Saturday, 27 April 2013
- Retirement
- Written by IAW News
A study by Putnam Investments concludes that investors working with advisors, on average, will have enough savings to generate 80% of their income in retirement.
Read more...Advisors Oppose Proposal to Limit Size of Retirement Accounts
- Friday, 12 April 2013
- Retirement
- Written by IAW News
Some financial advisors, including Hugh Anderson of advisory firm HighTower in Las Vegas, are opposed to President Obama’s proposal to limit IRAs and 401(k) accounts to $3 million.
Read more...401(k) Providers Giving Misleading Advice
- Saturday, 06 April 2013
- Retirement
- Written by Staff Writer
A recent Government Accountability Office report maintains that 401(k) providers are offering misleading advice to plan participants regarding IRA rollover options. This development offers advisors an attractive opportunity to grow their business by helping employees who are leaving their employers better manage retirement assets.
Read more...Prevent Clients from Retirement Disaster
- Friday, 29 March 2013
- Retirement
- Written by Staff Writer
Last year, one out of three 401(k) participants used a plan loan or hardship withdrawal, according to a recent Financial Finesse study. That was a substantial increase from 2011, when only one in four participants completed such transactions.
In many instances, hardship withdraws and loan can have adverse impacts, such tax implications and missed market opportunities, on long-term savings goals. For advisors, this development can be frustrating. Yet, this trend can present attractive opportunities for advisors.
Read more...Workers Tap 401(k)s Before Retirement Too Often
- Saturday, 23 March 2013
- Retirement
- Written by IAW News
Among workers earning from $35,000 to $60,000, more than half took hardship distributions or loans from their 401(k) plans in 2012, according to a Financial Finesse study.
Read more...Tax Changes Make Non-Deductable IRAs More Appealing
- Saturday, 23 March 2013
- Retirement
- Written by IAW News
Americans’ Retirement Quality Lacking
- Saturday, 16 March 2013
- Retirement
- Written by IAW News
The quality of Americans’ retirement ranks only 19th out of 150 countries evaluated in a study by Natixis’ Durable Portfolio Research Center, reports FA Magazine.
Read more...Future Retirees to Be Less Well Off Than Their Parents
- Saturday, 23 February 2013
- Retirement
- Written by IAW News
Individuals heading into retirement are expected to be less well off than their parents, a scenario that has not occurred since Franklin D. Roosevelt was president, reports the Washington Post.
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