Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Are Gen Xers Overly Optimistic About Retirement?
By Michael S. FischerMost Gen Xers believe they can maintain their lifestyle in retirement, but their savings say otherwise, IRI says.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 05, 2023
15 States Closing Retirement Savings Gaps With Auto-IRAsNine state programs are up and running; six are in various stages of development.
July 03, 2023
Abacus Life Gets Onto NasdaqThe listing could lead to more clients asking about the IRA's little helper.
June 30, 2023
New John Hancock Retirement CEO Sees Growing Demand for Retirement AdvisorsMore Americans are falling behind on retirement savings, and advisors can help, CEO Wayne Park tells ThinkAdvisor.
June 29, 2023
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?Each type of plan has its own set of characteristics that clients should understand.
June 29, 2023
Would You Trust Your Clients With a 401(k) Credit Card?Many advisors say the idea might sound good on paper, but they worry about the real-world consequences.
June 28, 2023
Will State Auto-IRA Programs Become the Norm?Nineteen states now offer such programs, which are already having a positive effect on workers' ability to save for retirement.