Tag: Retirement Income

More than three-quarters (76%) of parents would be willing to delay their retirement and 68% would be willing to get a second or part-time job to pay for...

It’s more common to think about portfolios or financial institutions as having “liquidity issues,” but many U.S. retirees say they would have real difficulty meeting an unexpected $1,000...

Since retirees are spending less than they withdraw from financial accounts, they are accumulating money in checking accounts and may need to reinvest those assets, says Steve Utkus...

Nearly one-quarter have adopted at least one approach in their DC retirement plans.

For nearly one-third of affluent investors, Social Security will provide half their retirement income, according to a study.

This year, Social Security will spend $15.7 billion more than it collects in taxes.

There have already been regulations to address DC plan sponsors’ concerns about adding retirement income products to their plan, and Angela Winingham, with MetLife, said she thinks there...

The United States ranks 14th on the relative retirement security of its working population, according to the 2016 Global Retirement Index released by Natixis Global Asset Management.

Despite warnings from service providers and even current retirees, Americans still significantly overestimate the number of years they’ll be able to hang around in the workplace. 

Among middle-income Boomers, that surges to 77%.

Correlation does not always imply causation,  especially in finance, but you can count among the peripheral consequences of ‘Brexit’ a serious spike in the price of  future retirement...

It was actually the wealthiest Americans who saw interest and effort in personal savings dip over the last year, while those lower down on the income scale were...

Evan Inglis says his new rule recognizes the lower level of returns we are likely to experience in coming years due to low interest rates and other factors...

They are also more anxious about inflation.

An analysis of 12 calculators resulted in a 60% spread in resulting monthly income.

The three calculators for advisers to use with their participant clients are the: Paycheck Analysis, 1040 Analysis and Projections.

The personalized video and online calculator are both focused on retirement income.

Health care expenses weigh heavily on retirees.

Until 401(k) plan sponsors are more comfortable offering in-plan retirement income products, the industry must find solutions to deliver nuanced advice around retirement income to low-balance investors, Cerulli...

The average age they plan to start taking the benefits is 64.