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Income Planning

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U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

Inflation Is Dashing Retirement Plans As Investors Wake To Reality Of Price Surges

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Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

High Earners Get Reprieve With Delay To Rule Change On 401(k) Catch-Ups

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The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Innovations On The Income Puzzle

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This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

This Is When Your Client Really Needs To Start Saving For Retirement

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The saving needs to start at the age of 25 for any hope to have at least $1 million for retirement.

Baby Boomers Are Overestimating Future Social Security Income

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The percent of pre-retirement income that Social Security replaces can vary greatly.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

Youngest Baby Boomers' Pay In The U.S. Peaked When They Hit 45

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For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.

How Longevity Literacy Impacts Retirement Confidence, Success

by FA Staff

The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.

Why Retirement Planning Is More Than Hitting A Savings Goal

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This advisor tells clients not to get too hung up on a savings objective and to take a broader look at their retirements.

Fidelity, Vanguard TDFs Have Underperformed Balanced Funds, Morningstar Says

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Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.

Retirees Face $17,400 Cut To Social Security Benefits In 2033

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A new analysis shows the cuts Americans could see to Social Security benefits in 2033.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

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The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

Great Recession Damaged Late Boomer Retirement Nest Eggs, Researchers Say

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Late boomers' retirement assets Are 14.5% lower compared with earlier retirees, according to Boston College researchers.

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