Retirement (127)

Be Happy—Don’t Retire Early

Cross-sectional studies have found that individuals who retire early are less happy in their golden years than individuals who wait until 65 to retire. So reports CNBC.


Retirees’ Healthcare Costs May Be More Manageable Than Expected

A study by the Vanguard Center for Investor Research and Mercer actuaries has determined that retirees in 2018 spent between $4,900 and $6,000 on healthcare costs, including Medicare premiums and out of pocket expenses. So reports the Associated Press.


Congress Considering Delaying RMD Age

The proposed 'Setting Every Community Up for Retirement Enhancement Act of 2019' would move the age at which required minimum distribution rules apply from 70 ½ to 72 and would allow workers at any age to contribute to retirement programs. So reports Forbes.


Study Defines Saving Requirements By Age

A recent study by Natixis Investment Managers of individuals’ assets and aspirations has determined that a typical Baby Boomer needs to save $142,357 annually to reach his or her retirement goal while Gen Xers need to save $42,849 per year. So reports CNBC.


How to Measure Retirement Planning Progress

The financial independence number, the retirement replacement ratio, age-based multipliers and net worth are four measurements that can be used to assess retirement readiness. So reports U.S. News & World Report.


Americans Worry About Outliving Their Money

In a new survey, 48% of CPAs say their clients are worried about outliving their money, while 39% of financial planners said their clients have the same concerns. So reports Plan Advisor.


Microsoft, BlackRock to Create Pension Products

BlackRock and Microsoft are developing what they claim will be a cutting-edge platform that will sell guaranteed income products that aren’t available in existing retirement programs, including 401(k)s. So reports RIABiz. Read more...

Longevity Planning: A New Role for Advisors?

Longevity planning could be a new growth area for financial planners as healthcare advances are resulting in Americans living longer at a time when robo-advisors are competing with traditional advisors. Read more...

Senate Dems Propose Gov't Matching Retirement Contributions

Senate Democrats have introduced a bill that would provide up to a $500 government matching payment for low-income individuals and families that contribute to retirement savings programs. So reports Plan Advisor. Read more...

Study Focuses on Impact of Social Security Claiming Practices

Individuals can substantially increase their wealth by delaying when they collect Social Security benefits, but many Americans take their retirement benefits early because they stop working, need liquidity or have health reasons. That's according to a recent study published in the Journal of Financial Planning. Read more...

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