Tag: Retirement Income

Determining cash flow and examining fixed expenses are crucial in achieving retirement readiness, according to financial advisory firm’s “90/70/30” Rule.”

Financial advisers consider addressing the issue of Social Security with their clients to be a central and important task, a recent analysis finds.

An analysis from the Social Security Administration (SSA) shows how income replacement in retirement decreases over time.

Baby Boomer voters, ages 50 to 64, who are still working are pessimistic about retirement, an AARP survey found.

Most advisers (95%) believe their investment strategies will help clients meet retirement income needs, despite the challenges of managing volatility and generating sufficient income for current retirees.

Financial services firms are making adviser education a priority and expanding the scope of retirement goals, a survey found.

 Mercer's Outsourcing business selected Millennium Trust Co. as the exclusive provider for its clients' automatic IRA distribution needs.   

One-third of those ages 55 to 65—Transition Boomers—are unsure how much money they will need for living expenses in retirement, a survey found.

A sometimes-overlooked option for retirement income in defined contribution (DC) plans can help keep participants from outliving their retirement savings, sources said.

United Technologies Corporation (UTC) is helping participants tackle longevity risk with a new default investment option.   

Allianz Life Insurance Company of North America created a planning tool to give investors and advisers a “framework for a retirement income strategy.” 

Some plan sponsors are hesitant to implement an in-plan guaranteed retirement income solution for the same reasons others are in favor of it.   

 Only half the clients of advisers surveyed have realistic expectations about the amount of income their investments will provide in retirement, Russell Investments found.  

When choosing investment products for retirement, male Boomers care most about rate of return followed by the investment’s past performance, a survey found.

Save for the future was the top piece of life advice retirees would pass along to younger generations, a survey found.

Employees are willing to give up a percent of their salary in exchange for retirement income, a survey found.

Achaean Financial released two products for advisers and investors, Retirement Outcome and Income Plus+.

Many American workers find it appealing to have a guaranteed income in retirement—the younger the employee, the greater the attraction.