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January 18, 2017

Retirement Clients Concerned Over Federal Tax Policies

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J. Trump and the new Congress.

January 18, 2017

myRA Can Play Role in Lifelong Savings Effort

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

January 11, 2017

Generation X Faces Real Retirement Hurdles

“It definitely is a generation that was squeezed the most over the past 15 years,” says one expert, speaking of the challenges facing Generation X.  

January 10, 2017

Recent Retirees Still See Room for Optimism

Survey data shared by Spectrem Group shows “overwhelming satisfaction” among both recent and long-term retirees with respect to their personal and financial lives after work; many could have sought advice earlier.