Is a 401(k)-to-IRA Rollover Worth It? FeeX Runs the Numbers
When clients change jobs, should they roll their 401(k) into an IRA? FeeX, which tracks hidden account fees, says usually there's one clear answer.
Volatility Pushes IRA Investors Into Nontraded Alts
Real estate and private equity are increasingly popular in self-directed IRAs, and crowdfunding is expected to take off in the accounts, PENSCO says.
Retirees Find Much to Like in Social Impact Investing
Boomers say they are more strategic than their parents, more hands-on and more demanding about how their financial contributions and volunteer time are used.
Dangers of De-risking Portfolios in Retirement: FinaMetrica’s Resnik
Paul Resnik shows that there are good arguments for actually increasing equity asset exposure around retirement, but Michael Kitces is skeptical.
Despite Bull Market, Americans Still Lack Financial Confidence
Americans are feeling less confident about their financial situation, with Social Security the top worry, according to Hearts & Wallets.
Retirement Clients Are Advisors’ Bread and Butter
While retirement clients form the foundation for most advisor practices, Practical Perspectives finds, few advisors provide specialized support on issues like Social Security.
CFPB Releases Social Security Claiming Tool
Most retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
Seniors May Be More Vulnerable to Financial Abuse Than They Think
While the vast majority of seniors say they could recognize financial exploitation, younger family and friends aren't so sure, an Allianz survey found.
How Health Care Will Crush the 80% Income Replacement Idea in Retirement
Retirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
10 Most Tax-Friendly States for Retirement
Making retirement savings last may be easier in these 10 tax-friendly states, according to Kiplinger.