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With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.
October 1 -
Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.
September 26 -
If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.
September 12 -
One of the clients who filed the claim is still trying to withdraw money from non-traded investments he says were never explained to him.
August 22 -
LIMRA predicts that lower interest rates will cut into the record sales, but two top issuers received IRS rulings they say will help RIAs offer the products.
August 22 -
These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.
August 20 -
Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.
August 19 -
Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.
August 13 -
“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.
July 29 -
Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.
July 26