Retirement Plans

Laura: What Do Clients Really Want in Retirement?

The social worker-turned-advisor and CEO of the Retirement Coaches Association aims to find out with his new tool.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

How to Talk to Clients About Target-Date Funds

When set-it-and-forget-it isn’t working or it’s time to take RMDs, it’s time for a conversation.

Understanding — and Working With — Target-Date Funds

Examine what’s under the hood and then integrate them into a client’s  overall investment plan. (By Richard B. Freeman)

Top Retirement Destination Scores High on Housing, Healthcare

This well-known ranking of 10 best places to retire holds some surprises.

Men and Retirement: A New Approach

One way advisors can help HNW men find meaning when they retire is by helping them see the power of estate planning.

Inflation’s Effect on 2023 Paychecks

Even if your clients get a sizable raise next year, they won’t necessarily take home more money. Here’s a preview of what is changing.

Clients Near Retirement Face Tough Choices

Because of steep drops in portfolios, they may need to work 18 months longer or reduce spending by 10% for four years, says Goldman Sachs.

Goldman Sachs: People Age 42 to 76 Short on Retirement Savings

As a result, Goldman Sachs is advising investment managers to focus on ways to raise both retirement savings and client confidence.

Tax-Free Social Security Would Help Middle-Class Clients

The pending legislation is the second effort in less than a year to remove Social Security income from federal taxation.
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The Roth Decision, Part 3

The recent stock-market pullback may make a Roth conversion more attractive. But that's not the deciding factor in whether to do one, says advisor DJ Hunt.
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The Roth Decision, Part 2

Tax arbitrage can backfire sometimes. Consider what happened to many retirement-plan contributors a decade ago, says advisor DJ Hunt.

Latest News

BofA: Recession May Force Fed Rate Cut in 2023

A slowdown in rate hikes would tamp down 10-year Treasury yields and some of the volatility that has plagued investors this year, BofA says.

DOL Reverses Trump on ESG Investments in Retirement Plans

The rule makes it easier for plans to offer socially responsible investments, but traditional financial factors must be considered.

SEC Charges Goldman Didn’t Follow ESG Policies

The SEC fined Goldman Sachs Asset Management $4 million for not following ESG policies and procedures.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

Cancer Diagnoses Lag After Screenings Fall During Pandemic

Although Americans are getting back to a normal way of life, they still appear to be avoiding the healthcare system, new research finds.