Tag: Retirement 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...

A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...

A new Beyond the Numbers blog post from the Bureau of Labor Statistics examines the real spending patterns of older Americans and their households.  

Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting. 

Employees globally are looking for more flexible retirement arrangements from employers and for governments to shore up Social Security programs.

Written by Bruce Ashton of Drinker, Biddle & Reath, the paper discusses how an in-plan deferred income annuity retiree risks, and what steps a plan fiduciary should take...

Just three states can boast a median retirement income figure above 70% of the median working wage in the state, a new Bankrate.com study shows. 

The new version of the software incorporates an income tax feature, enabling the client to consider projected income tax exposures regarding his or her social security benefits.

Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement.

The American Academy of Actuaries and the Society of Actuaries jointly released the Actuaries Longevity Illustrator, offered as a free public service and designed to be easy to...

The adviser community is yet to embrace new defined contribution options that contain income features.

Language used to describe annuities should reduce the possibility of death-related thoughts, the researchers suggest.