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.
8 New Findings on What Americans Don't Know About Retirement Income
By John ManganaroResearchers including Michael Finke and Steve Parrish gave investors a financial literacy quiz. Four in five failed.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.
February 13, 2024
Older Investors Think They're Ready to Retire. Advisors Disagree.The disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.
February 13, 2024
Social Security COLA for 2025 Estimated at 1.75%The Senior Citizens League's projection is based on higher-than-expected inflation in January.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 08, 2024
Here's What's Wrong With Ending 401(k) Tax Breaks to Fund Social Security: ICI EconomistOne can portray the U.S. retirement system as unfair, but the real picture is nuanced, Peter Brady says.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.