Workplace Retirement Accounts Aren’t Working, Policy Wonks Say
The existence of 25 million orphaned accounts shows something is wrong, says Kent Conrad of the Bipartisan Policy Center.
Two in Five Americans Say They’ll Need $1M to Retire
A new survey finds our expectations at odds with the financial reality of today’s retirees.
Making the nest egg last: best products for senior clients
From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.
Tax season essentials: One tip that can make all the difference
Half of American workers could qualify for a key IRS tax credit, but many of them opt out. Here's why.
Merrill Reconsiders Commissions on Some Retirement Accounts
Wealth chief Andy Sieg, though, tells the Thundering Herd that restrictions “remain in place, including [those] on mutual funds.”
Having a retirement portfolio should be a relief, not a burden
Trusting the experts: Many Americans have a mutually exclusive view of risk. A properly diversified portfolio can focus on mitigating risk and increasing return.
10 alarming facts about women and retirement risks
In recognition of National Women's History Month in March and International Women's Day on March 8, Transamerica released a study on retirement vulnerabilities unique to women.
Financial crisis still haunts middle-income baby boomers
Ten years after the Great Recession, only 2 percent of middle-income boomers feel the economy has fully recovered.
The biggest problem with traditional retirement planning
One factor in particular can sidetrack a well-planned retirement portfolio. An annuity may be the solution.
Retirement anxiety is gripping America
If current trends continue, the U.S. soon will face rates of poverty among senior citizens not seen since the Great Depression.