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Income Planning

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E*Trade Sued For 'Paltry' Interest Rates On Retirement Sweep Accounts

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The online broker's rates last year were at one point 500 times less than the federal-funds rate, the suit alleges.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Inflation Hurting Retirement Confidence, MFS Survey Says

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Only 34% of retirement plan participants were confident that they could retire when they wanted to.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and probably better off than they think.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Older Americans Are Now Earning Almost As Much As Younger Workers

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Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

UnitedHealth Sees 2024 Medicare Enrollment Below Estimates

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It's a sign of slowing growth in a business that has powered insurers' earnings for years.

Annuities Are Back In Fashion, But Are They Safe?

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Rising interest rates have spurred a boom in demand, but investors should take note of recent industry changes.

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