Retirement income

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

When it comes to accommodating older employees, not all jobs are created equal. Luckily, new research has ranked them for us.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

14.8 million participants switch employers every year — and 33% of workers have stranded a 401(k) savings account in a former employer’s plan at least once.

The inflation-tethered increase is a lifeline for many seniors receiving federal benefits, but there are potential drawbacks.

Blindly following the decades-old industry guideline is dangerous; tapping into 401(k)s if needed while delaying Social Security is smart.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

The Connecticut Democrat has introduced comprehensive legislation in each Congress since 2014. What are its prospects in this session?

The products have seen a 9% rise compared to the prior quarter, and a whopping 89% rise on year-ago levels, according to LIMRA data.

The Senior Citizens League made its forecast amid inflation fears and as advocates criticize the formula for calculating the annual adjustment.

The policy issues grow more urgent every year, but lawmakers haven’t passed any significant legislation for nearly 4 decades.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

Given the current nest egg shortfall in America, and that $1.7 trillion may not move the needle, Bloomberg’s Nir Kaissar says the message to save is key.

It’s a move that combines two businesses providing products and services in high demand — investment returns and retirement income, the firms said.

The planning needs and strategies for a woman should focus more heavily on longevity and creating lifetime income streams after her spouse has passed away.

Advisors can enhance strategies by recognizing set patterns of behavior during this period.

Funds at the top have notched triple digit returns in the last year.

The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.