Retirement (133)
Social Security Workers Given Wrong Advice on File and Suspend
- Sunday, 28 February 2016
- Retirement
- Written by PFA News
Individuals who are old enough to sneak past the recent termination deadline for using the file and suspend strategy that helps boost Social Security benefits are reportedly being told they are not allowed to use the strategy. So reports Kiplinger. Read more...
Wealthy Retirees Are Not Overspending in Retirement
- Sunday, 14 February 2016
- Retirement
- Written by PFA News
A study of retirement assets during the 2000s has concluded that retirees in the top quintile of wealth have been spending substantially less than their savings allows for. So reports the Journal of Financial Planning. Read more...
Obama Seeking to Expand Use of Multiple Employer Plans
- Sunday, 14 February 2016
- Retirement
- Written by PFA News
President Obama’s proposed budget includes provisions that would increase the number of Americans covered by employer-sponsored retirement plans by expanding the use of multiple employer plans. So reports CBS MoneyWatch. Read more...
Investors Preference for Low Cost Products is Slashing 401(k) Fees
- Monday, 04 January 2016
- Retirement
- Written by PFA News
Retirement plan fees are falling as 401(k) participants increasingly embrace low-cost products. So reports Financial Advisor. Read more...
Student Debt Has Big Impact on 401(k) Savings
- Monday, 14 December 2015
- Retirement
- Written by PFA News
Having $30,000 in student debt can cut as much as $325,000 from 401(k) balances by the time an individual reaches retirement. So reports CNBC. Read more...
DoL Starts Initiative to Encourage State Retirement Plans
- Sunday, 13 September 2015
- Retirement
- Written by PFA News
The Department of Labor is moving forward with a rule change intended to help states start retirement plans without running afoul of regulations included in the Employee Retirement Income and Security Act. So reports ThinkAdvisor.
Read more...How to Avoid Estate Planning Pitfalls with Veterans
- Tuesday, 01 September 2015
- Retirement
- Written by PFA News
Advisors need to understand the unique issues related to estate planning for military members and armed forces retirees. So reports WealthManagement.com. Read more...
Americans Skimp on Retirement Planning as Saving Rates Increase
- Saturday, 01 August 2015
- Retirement
- Written by PFA News
The annual household savings rate climbed to 5.5% last year, up nearly a full percentage point from 2013. So reports CNBC.
Read more...Corrective Distributions from 401(k) Plans Are Common
- Sunday, 31 May 2015
- Retirement
- Written by PFA News
A recent study by Judy Diamond Associates has found that more than 54,000 401(k) plans had to make corrective distributions totaling $820 million in 2013. So reports ThinkAdvisor.
Read more...Study Confirms Advantages of Increasing Equity Allocations in Retirement
- Sunday, 31 May 2015
- Retirement
- Written by PFA News
New research by Luke Delorme, who is a research fellow at the American Institute for Economic Research, confirms the results of a prior study by Wade Pfau and Michael Kitces that maintains that retirees may be well served by gradually increasing their equity allocations over time. So reports the Journal of Financial Planning.
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