Tag: Retirement Income

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.

New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.  

It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing. 

A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for...