Retirement (142)
Retirement Firms Have Upper Hand in Winning Robo-Advisor Assets
- Tuesday, 21 February 2017
- Retirement
- Written by PFA News
Big name retirement advisors such as Vanguard, Fidelity, and Charles Schwab have captured approximately 56% of affluent investor assets that are handled by robo advisors. So reports Investor’s Business Daily.
Read more...Texas Congressman Proposes Cuts to Social Security
- Friday, 20 January 2017
- Retirement
- Written by PFA News
As President Trump settles into his new gig, Washington observers are waiting to see if a proposal by Congressman Sam Johnson to cut Social Security benefits will gain traction. So reports CNBC. Read more...
DoL Gives Guidance on Annuities as Retirement Plan Default Options
- Saturday, 07 January 2017
- Retirement
- Written by PFA News
In a recent letter, the Department of Labor is advising the financial industry that target date funds offered as annuities can be used as qualified default investment options in retirement plans. So reports ThinkAdvisor.
Read more...Some Parents Prioritizing College Saving Over Retirement Saving
- Sunday, 19 June 2016
- Retirement
- Written by PFA News
In a recent survey by HSBC Group, 37% of parents said saving for their children’s education is more important than saving toward retirement. So reports Plan Sponsor. Read more...
New Reporting of Hard-to-Value Assets Could Signal IRA Crackdown
- Saturday, 30 April 2016
- Retirement
- Written by PFA News
Changes to forms 1099-R and 5498 that require IRA custodians to disclose hard-to-value assets in IRAs could lead to the Internal Revenue Service increasing its enforcement of required minimum distributions. So reports Financial Planning. Read more...
Americans’ $1.7 Trillion Retirement Mistake
- Saturday, 30 April 2016
- Retirement
- Written by PFA News
Present bias, or spending money now rather than saving, and failing to appreciate the power of compounded earnings has cost retirement savers $1.7 trillion. Read more...
Millennials Will Need More Than $1.8M to Retire
- Friday, 01 April 2016
- Retirement
- Written by PFA News
Millennials born in the early 1980s will need at least $1.8 million to maintain their standard of living in retirement, while younger Millennials will need more than $2.5 million. So reports USA Today. Read more...
'Encore Careers' Creating Opportunities for Advisors
- Sunday, 13 March 2016
- Retirement
- Written by PFA News
Many Americans nearing retirement age are pursuing careers with a charitable or civic service nature, which is creating opportunities for financial planners. So reports the Journal of Financial Planning Practice Management blog.
Read more...African Americans Trailing Whites in Retirement Savings
- Saturday, 27 February 2016
- Retirement
- Written by PFA News
Among black working-age households, 62% have no savings in retirement accounts, while only 37% of working-age white households lack such savings, according to a National Institute on Retirement study. So reports CNBC.
Read more...Social Security Workers Given Wrong Advice on File and Suspend
- Saturday, 27 February 2016
- Retirement
- Written by PFA News
Individuals who are old enough to sneak past the recent termination deadline for using the file and suspend strategy that helps boost Social Security benefits are reportedly being told they are not allowed to use the strategy. So reports Kiplinger. Read more...
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