Retirement (135)

Tax Changes Make Non-Deductable IRAs More Appealing

The non-deductible IRA may become more popular because it allows investors to avoid a 3.8% Medicare surtax on net investment income that started earlier this year, reports the Nerd’s Eye View. Read more...

Americans’ Retirement Quality Lacking


The quality of Americans’ retirement ranks only 19th out of 150 countries evaluated in a study by Natixis’ Durable Portfolio Research Center, reports FA Magazine.


Future Retirees to Be Less Well Off Than Their Parents

retirementIndividuals heading into retirement are expected to be less well off than their parents, a scenario that has not occurred since Franklin D. Roosevelt was president, reports the Washington Post.


Loans Against 401(k) Plans Occur Too Frequently

Image representing Matt Fellowes as depicted i...

Depending on the organization compiling the numbers, the percentage of 401(k) participants with outstanding loans from their savings programs ranges from 22% to 13.7%, which is excessive.


Many Advisors Lack Retiree Expertise: Study

Retired Investors

Many advisors lack the skills required to attract and serve investors who are either nearing retirement or retired, reports


Most Retirement Plans Employ FAs

retirement plans

The majority of retirement plan participants—approximately two-thirds—use financial advisors for help with managing their plan assets, reports


Target Date Funds Creating Opportunity for Advisors

Asset Allocation on Wikibook

Many advisors seek to add value by developing asset allocations for their clients. With that in mind, it’s understandable that some view target date funds, which seek to maintain asset allocations based on specified investment time horizons, as competition.


Advisors Provide Retirees with Peace of Mind

Retirees say they receive peace of mind when working with a financial advisor. So reports Millionaire Corner.


Part-Time Retirement Growing in Popularity

Phased retirement, or the process of working part-time before taking a full-time retirement, is becoming popular among many advisors' clients. So reports Financial Advisor Magazine.


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