Tag: Post Retirement

The annual Fidelity Investments estimate of the retirement health-care costs for a 65-year-old couple fell by 8%, driven by Medicare changes in the health reform law.

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.  

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

Confidence in investment decisions among women is much lower than men and the gap is widening, a MassMutual poll of retirement plan participants found. 

Wells Fargo and Gallup have released their Investor and Retirement Optimism Index, which shows retired Americans are twice as optimistic as the non-retired.

Transamerica introduced Retirement Income Max, an optional living benefit rider, available with Transamerica’s suite of variable annuities.

Thousands of protestors took to the streets this past week—in Wisconsin.  

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source...

Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.” 

GuidedChoice has launched GuidedSpending 2.0, a major revision of its retirement income advice program.

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

As the first wave of Canada's Boomer generation turn 65 years old in 2011, only 23% are concerned about having enough savings, according to the 21st Annual RBC...

A Hartford Financial Services Group survey finds a striking sense of pessimism about the quality of life respondents are expecting in retirement.

Potential tax increases will lead to a higher number of households at risk in retirement, according to a new study.

This week I will undergo one of those “you’re getting older” physicals.   

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

Retirees will need a significant amount of savings to cover their out-of-pocket health expenses, according to a new report released by the nonpartisan Employee Benefit Research Institute (EBRI).

While concern over healthcare costs in retirement is the top answer in a recent Edward Jones’ poll, the percentage has shrunk from the last time the poll was...