PLANADVISER Weekend Newsdash
Week ending April 14th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This week a number of our most popular news articles discussed what Baby Boomers are doing with their money upon hitting retirement. Many are leaving TDFs, research shows. Many are also shying away from purchasing annuities or taking steps to proactively shape a lifetime income plan. Find below a helpful series of additional articles on these challenging topics, aimed at helping clients smoothly transition to a stable retirement.
Editor's choice
Investors Must Be Proactive About Managing Retirement Taxes
Among the many informative charts and graphs included in the 2017 J.P. Morgan Asset Management Guide to Retirement are Social Security timing break-even analyses and projected spending for individuals and couples on Medicaid premiums—along with a look at when Roth might work best.   Read more >
Analysis Suggests Roth Almost Always Outperforms Traditional IRA
Investing in a Roth versus a traditional IRA effectively raises the limit on what one can save, leading to materially greater wealth in retirement in the vast majority of tax scenarios. Read more >
Americans Need More Info About IRAs
Those who have an IRA say the three biggest factors that prompted them to open one were help from a financial adviser (40%), education about IRAs (25%), and a simple process to open one (10%). Read more >
Addressing Longevity a Crucial Issue for DC Plan Sponsors
DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities. Read more >
Vanguard Recommends Plans Accommodate Retiring Workers
Allowing for partial withdrawals is among five tips the investment firm gives. Read more >
MOST POPULAR STORIES
2018 PLANADVISER National Conference
2018 PLANADVISER Recordkeeper Services Guide
Bill Beardsley Exits LPL Retirement Partners Business

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.

Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Participants’ Retirement Outlook Has Improved

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last throughout their lifetime.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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