Retirement (142)
Americans Are Getting Bad Social Security Advice
- Friday, 08 August 2014
- Retirement
- Written by PFA News
Most Americans are receiving poor advice on Social Security benefits because the Social Security Administration calculator doesn’t factor in spousal benefits and has other deficiencies. So reports planadvisor.
Read more...Most Retirees Withdrawal Only Minimal IRA Assets
- Friday, 08 August 2014
- Retirement
- Written by PFA News
A study by the Employee Benefits Research Institute has found that the median withdraw rate by investors at or above the minimum withdraw age of 70 ½ is close to the smallest amount that federal law says must be taken out of IRAs each year. So reports ThinkAdvisor.
Read more...401(k) Balances Climb to Record High
- Thursday, 24 July 2014
- Retirement
- Written by PFA News
An analysis by Fidelity Investments has concluded that 401(k) balances at the end of the second quarter reached record high levels, thanks to the ongoing bull market. So reports USA Today.
Read more...Longevity Annuities Allowed in Retirement Plans
- Friday, 11 July 2014
- Retirement
- Written by PFA News
The Internal Revenue Service and Treasury Department have issued new regulations that allow longevity annuities in employer-sponsored retirement plans and IRAs. So reports The Hill.
Read more...Same Sex Couples Lag in Retirement Savings
- Friday, 27 June 2014
- Retirement
- Written by PFA News
Gay and lesbian couples that are raising children have saved an average of $210, 700 in their retirement accounts compared to $251,100 saved by heterosexual couples with children. So reports Time.
Read more...Financial Engines Launches Social Security Planner
- Friday, 20 June 2014
- Retirement
- Written by PFA News
Online financial advisor Financial Engines has launched a web service that helps users maximize their Social Security benefits. So reports Time.
Read more...Early Retirement May Boost Healthcare Costs
- Sunday, 15 June 2014
- Retirement
- Written by PFA News
A recent study by Fidelity Investments has concluded that a couple that retires at age 62 rather than 65 can see healthcare costs during the three-year period increase by more than $50,000. So reports ThinkAdvisor.
Read more...Supreme Court Limits Protection of IRA Assets from Creditors
- Sunday, 15 June 2014
- Retirement
- Written by PFA News
The Supreme Court has ruled that inherited IRAs don’t have the same protection from creditors as non-inherited IRAs. So reports DailyFinance.
Read more...Making Annuities Work For Your Clients
- Saturday, 07 June 2014
- Retirement
- Written by PFA News
In this piece, Forbes contributor Ryan Wibberly argues that, despite their bad reputations, annuities can be valuable investments for certain clients if the financial advisor recommending them is educated about how they work and diligent enough to scrutinize the contract’s fine print.
Read more...Aged-based Funds May Cause Investors to Miss Goals
- Friday, 23 May 2014
- Retirement
- Written by PFA News
Some financial planners say that aged-based mutual funds may cause some investors to fall short of reaching their retirement savings goals. So reports CNBC.
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