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.
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income Strategy
By Jeff BermanSOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
August 02, 2022
As Financial Confidence Ebbs, Americans Tap Savings to Cover Everyday CostsThe positive expectations many adults had about their finances heading into 2022 are fading, New York Life found.
August 01, 2022
How to Plan When One Spouse Retires While the Other Keeps WorkingThis arrangement helps couples stretch retirement assets, but be mindful of "the psychological component," Douglas Boneparth says.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.
July 29, 2022
8 Things Your Clients Might Not Know About Social SecurityWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.