Retirement (142)
DoL Starts Initiative to Encourage State Retirement Plans
- Saturday, 12 September 2015
- Retirement
- Written by PFA News
The Department of Labor is moving forward with a rule change intended to help states start retirement plans without running afoul of regulations included in the Employee Retirement Income and Security Act. So reports ThinkAdvisor.
Read more...How to Avoid Estate Planning Pitfalls with Veterans
- Monday, 31 August 2015
- Retirement
- Written by PFA News
Advisors need to understand the unique issues related to estate planning for military members and armed forces retirees. So reports WealthManagement.com. Read more...
Americans Skimp on Retirement Planning as Saving Rates Increase
- Friday, 31 July 2015
- Retirement
- Written by PFA News
The annual household savings rate climbed to 5.5% last year, up nearly a full percentage point from 2013. So reports CNBC.
Read more...Corrective Distributions from 401(k) Plans Are Common
- Saturday, 30 May 2015
- Retirement
- Written by PFA News
A recent study by Judy Diamond Associates has found that more than 54,000 401(k) plans had to make corrective distributions totaling $820 million in 2013. So reports ThinkAdvisor.
Read more...Study Confirms Advantages of Increasing Equity Allocations in Retirement
- Saturday, 30 May 2015
- Retirement
- Written by PFA News
New research by Luke Delorme, who is a research fellow at the American Institute for Economic Research, confirms the results of a prior study by Wade Pfau and Michael Kitces that maintains that retirees may be well served by gradually increasing their equity allocations over time. So reports the Journal of Financial Planning.
Read more...Natixis Launches Retirement Spending Account
- Monday, 25 May 2015
- Retirement
- Written by PFA News
Natixis Global Asset Management has launched its retirement spending account, which initially invests retirees’ assets conservatively and then gradually makes the portfolios more aggressive. So reports Bloomberg.
Read more...Healthcare Increases Hitting Seniors Hard
- Friday, 01 May 2015
- Retirement
- Written by PFA News
Even though overall inflation has been benign, rising healthcare costs are hitting seniors hard. So reports WealthManagement.
Read more...401(k) Account Balances Hit Record High
- Friday, 01 May 2015
- Retirement
- Written by PFA News
The average 401(k) plan balance is $91,800, up 3.6% from last year, according to a study by Fidelity Investments. So reports Money.
Read more...4% Retirement Withdraw Rate Only Works for Wealthy
- Tuesday, 28 April 2015
- Retirement
- Written by PFA News
For most retirees, following the rule of thumb that calls for funding living expenses by withdrawing 4% of assets each year will result in running out of money in later years. So reports NBCNews.
Read more...Advisors Embrace Risky Assets for Retirement Income
- Friday, 03 April 2015
- Retirement
- Written by PFA News
Dividend-paying stocks and mutual funds were the most common sources for generating retirement income last year by advisors as low interest rates made fixed-income investments and annuities less attractive. So reports WealthManagement.com.
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