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.
Secure Act 2.0 Rules Leave Ed Slott, Advisors Puzzled
By Melanie WaddellWhile the bipartisan, savings-boosting bill is popular, it contains some confusing rules, they say.
May 10, 2021
Men Still Make the Financial Decisions in Most Couples: UBSWealthy millennial women defer to their husbands more than any other group, a new survey found.
May 10, 2021
Here's How Much a Couple Retiring in 2021 Will Need for Medical Costs: FidelityThe cost of health care through a typical retirement has increased 88% over 19 years, the firm's latest cost estimate found.
May 08, 2021
Secure Act 2.0: A Gateway to 'Rothification' of Retirement?Advisor Jamie Cox says requiring Roth treatment of catch-up 401(k) contributions would be "the beginning of something bigger."
May 06, 2021
Empower Retirement to Offer Integrated Digital Financial ExperienceThe offering will integrate multiple financial accounts of an individual into one snapshot.
May 05, 2021
Why Secure Act 2.0 Should Fly Through Congress: Michael FinkeDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
May 05, 2021
Top 9 Retirement Changes in 'Secure 2.0' Bill That's Headed to HouseBesides raising the RMD age to 75, the bill also boosts auto-enrollment and catch-up contributions and expands some investment options.
May 03, 2021
Is Retirement Confidence Beside the Point?The findings of a NAPA poll digging into EBRI's annual study suggest that some Americans' confidence may be misplaced.