Retirement

Retirement (133)

Morningstar Launches Retirement Fees Benchmark

Morningstar has launched a benchmarking service that analyzes fees from 20,000 defined contribution plans to facilitate the comparison of IRA expenses to qualified plans. So reports Plan Advisor. Read more...

State, Local Governments Make Retirement Plan Push

Programs to promote retirement plans for small businesses have been gaining traction this year, despite President Trump and a Republican Controlled Congress opposing the concept. So reports Financial Advisor. Read more...

How IRA Savings Can Fund Long-Term Care Insurance

In some instances, transferring IRA savings into a tax qualified annuity and then using the annuity to purchase life insurance with a long-term care rider can be done without triggering early withdraw fees. So reports ElderLawAnswers. Read more...

Americans Lack Confidence in Finances for Retirement

In a recent AICPA survey, 49% of Americans said they are uncertain about their financial outlook for retirement and nearly 29% say they worry about having sufficient resources for their golden years. So reports the Journal of Accountancy. Read more...

Future Retirees Likely to Be More Dependent on Social Security

Employer-sponsored retirement plans are providing less income than in the past, which means retirees are likely to be more dependent on Social Security, according to a study by the Center for Retirement Research. So reports ThinkAdvisor. Read more...

Retirement Firms Have Upper Hand in Winning Robo-Advisor Assets

Big name retirement advisors such as Vanguard, Fidelity, and Charles Schwab have captured approximately 56% of affluent investor assets that are handled by robo advisors. So reports Investor’s Business Daily.

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Texas Congressman Proposes Cuts to Social Security

As President Trump settles into his new gig, Washington observers are waiting to see if a proposal by Congressman Sam Johnson to cut Social Security benefits will gain traction. So reports CNBC. Read more...

DoL Gives Guidance on Annuities as Retirement Plan Default Options

In a recent letter, the Department of Labor is advising the financial industry that target date funds offered as annuities can be used as qualified default investment options in retirement plans. So reports ThinkAdvisor.

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Some Parents Prioritizing College Saving Over Retirement Saving

In a recent survey by HSBC Group, 37% of parents said saving for their children’s education is more important than saving toward retirement. So reports Plan Sponsor. Read more...

New Reporting of Hard-to-Value Assets Could Signal IRA Crackdown

Changes to forms 1099-R and 5498 that require IRA custodians to disclose hard-to-value assets in IRAs could lead to the Internal Revenue Service increasing its enforcement of required minimum distributions. So reports Financial Planning. Read more...

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