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RETIREMENT PLANNING

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Baby Boomers Are Loving The 'Freedom' Of Renter Life

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The boomer generation prefers the flexibility of renting a home versus buying one.

Advisors Who Hang On Too Long Are Failing Clients, Dynasty Execs Say

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A firm with no succession plan will lose value, clients and next-gen talent, they said.

Ed Slott Sees Boomer Retirements, Layoffs As 'Amazing Opportunities' For Advisors

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Now is the ideal time for advisors to turn 401(k) account holders into clients, he said.

Vanguard Names BlackRock Executive Salim Ramji To Succeed Buckley As CEO

by FA News

Ramji's experience building BlackRock's ETF and indexing business operations made him an attractive candidate.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws that benefit retirees on several fronts.

Habitual DOL Rule Violators Face 10-Year Rollover Ban, Attorneys Say

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Companies and advisors who breach the fiduciary rules also face excise taxes and possible class-action suits.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

68% Of Retirees Fear Outliving Their Savings, Schroders Survey Says

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The top cause of concern was inflation, especially healthcare costs.

Biden Wants to Tax IRAs Over $10 Million, Require Mega RMDs

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The president's budget proposal would also end backdoor Roth conversions for the wealthy.

DOL Rule Brings A Trillion-Dollar Opportunity For Advisors

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The rules should remind advisors of how important IRA rollover decisions are to clients

Morningstar Says DOL Rule Will Save Investors $87B Over Next 10 Years

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Investors in small retirement plans and those who roll over into annuities will reap the greatest savings, researchers found.

The Trial Of The Fiduciary Rule For Crimes Against The Fiduciary Rule

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The fiduciary rule fails to advance the best interests of retirement savers.

'Magic Number' For Retirement Saving Growing Faster Than Inflation, Study Says

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The savings Americans say they need to retire has increased 50% since 2020, according to Northwestern Mutual.

Even The World's Most-Envied Retirement Plan Is Falling Short

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Australia's pile of cash won't completely sustain the country's aging population.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

You Can't 'Legislate Good Behavior'

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Here's what advisors really think about the DOL rule.

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

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