Tag: Retirement Income

Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout retirement.

Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.

Securian’s Social Security Timing calculator enables advisers to compute the amount of income couples forego by claiming early.

Many retirement savers are focused on income guarantees and establishing a level of protection against market volatility, according to the Allianz Life 2014 Market Perceptions Study.

The Pension Benefit Guaranty Corporation (PBGC) is publishing a final rule for transferring defined contribution (DC) plan accounts into a defined benefit (DB) plan.

Reaching $25 million in an individual retirement account (IRA) might sound like a pipedream, but some Americans have managed to do just that.

A new tool from Franklin Templeton Investments helps financial advisers as they guide clients through important decisions around the timing of Social Security benefits.

More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...

The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.

Reduced benefits for life doesn’t sound like much of a deal, but that’s what most people opt for when they decide to take Social Security benefits early.

While participation in employer-provided 401(k) plans is strong among younger workers, data from Aon Hewitt shows many are not taking full advantage of matching 401(k) contributions.

Recent Insured Retirement Institute (IRI) research shows postponing retirement plan salary deferrals by five to 10 years can reduce total retirement income by more than 20%.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...

Parents who are married or living together with children from a previous relationship face a challenging financial outlook, especially when it comes to retirement savings.

Automatic enrollment has been shown to increase the number of employees who save in their employer-sponsored defined contribution plan.

A new TIAA-CREF survey shows that 63% of women who have received professional financial advice say they feel confident about their personal retirement readiness.

A $500 increase in the annual elective deferral maximum for defined contribution retirement plans may seem small, but one expert sees important implications in the increase.

Six in 10 American parents support their adult children financially, according to a study from the LIMRA Secure Retirement Institute.

Retirement savings for older workers racked up impressive investment gains in the past 12 months, but the price of securing lifetime retirement income is up significantly too.