Tag: Retirement Income

Fidelity Offers Roth Calculators for Advisers

With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered investment adviser clients and broker/dealer clients of National Financial.

John Hancock Extends Target-Date Glide Path

Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.

More Households Unprepared for Retirement

The latest National Retirement Risk Index (NRRI) from the Center for Retirement Research at Boston College (CRR) showed a 7% drop in the share of households positioned to maintain their current standard of living in retirement.

Merrill Lynch Introduces Retirement Income Solutions

Merrill Lynch Global Wealth Management (MLGWM) has announced the launch of My Retirement Income, a feature within the Merrill Lynch Retirement Income Service that connects retirement income planning with the Bank of America retail banking network.