Retirement (133)

Advisors Make a Difference with Retirement Planning

Recent Natixis Global Asset Management research has found that individuals who work with financial advisors are more likely to take appropriate actions to save for retirement. So reports The Washington Post.


Medical Expenses in Retirement: A Major Planning Gap

Many individuals have overlooked the likelihood that they will face sizable medical expenses during retirement.


Health Savings Accounts Can be Powerful Retirement Planning Tools

Investors who have maxed out their IRA and company retirement plan contributions may want to consider funding health savings accounts as the programs have generous tax provisions. So reports Morningstar.


Americans Are Getting Bad Social Security Advice

Most Americans are receiving poor advice on Social Security benefits because the Social Security Administration calculator doesn’t factor in spousal benefits and has other deficiencies. So reports planadvisor.


Most Retirees Withdrawal Only Minimal IRA Assets

A study by the Employee Benefits Research Institute has found that the median withdraw rate by investors at or above the minimum withdraw age of 70 ½ is close to the smallest amount that federal law says must be taken out of IRAs each year. So reports ThinkAdvisor.


401(k) Balances Climb to Record High

An analysis by Fidelity Investments has concluded that 401(k) balances at the end of the second quarter reached record high levels, thanks to the ongoing bull market. So reports USA Today.


Longevity Annuities Allowed in Retirement Plans

The Internal Revenue Service and Treasury Department have issued new regulations that allow longevity annuities in employer-sponsored retirement plans and IRAs. So reports The Hill.


Same Sex Couples Lag in Retirement Savings

Gay and lesbian couples that are raising children have saved an average of $210, 700 in their retirement accounts compared to $251,100 saved by heterosexual couples with children. So reports Time.


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