UBS Wealth Management Research – Americas has released a study suggesting retirement investors should segment their financial planning to match specific financial goals with the appropriate risk level.
Tag: Retirement Income
The Social Security Administration announced there will be no cost-of-living adjustment (COLA) in 2010 for monthly social security and supplemental security income (SSI) benefits.
Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach.
ING’s U.S. Retirement Services operation has introduced a new Web tool for customers to help them determine if they are on track to achieve their financial objectives in retirement.
Individual investors buy guaranteed income products for retirement, why not retirement plan participants?
Most Americans plan to work as long as they can, and are investing their retirement money without the help of a financial adviser, a Bankrate survey found.
An Aon Consulting survey indicates employers are taking a wait-and-see approach before changing their retirement programs.
The Mutual Fund Store, a network of registered investment advisers, has unveiled its Retirement Paycheck product intended to help retirees in their distributive phase.
Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.
When it comes to employee benefit plans, there’s a new sheriff in town.
Since the economic downturn began, more retirees are seeking professional financial help to assist in managing their money, according to the latest Principal Financial Well-Being Index.
Some 56% of respondents in a recent survey said their retirement savings losses were among the most significant impacts on their lives from the economic downturn.
Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.
If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed for bankruptcy.
A couple in Charlotte, North Carolina, allegedly bilked $32.5 million by persuading investors to cash out of their retirement funds and invest in fake investments promising huge returns.
PIMCO has launched the PIMCO Real Income Funds, mutual funds designed to provide retirees a steady stream of monthly income hedged against inflation.
Thirty-seven percent of polled working Americans predicted the recession would force them to constrict their retirement spending.
House Republican Leader John Boehner (R-Ohio) on Saturday threw his support behind President Barack Obama’s announcement of initiatives to help Americans increase their personal savings.
As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security.
A survey conducted on behalf of TD Ameritrade found 73% of women are comfortable accumulating less than $1 million in savings before retirement, compared to 63% of men.