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Social Security Rolls Out New, Shorter Statements

ThinkAdvisor
May 13, 2021

The Social Security Administration recently debuted a reformatted statement for potential recipients with many new features—one of the most notable being longer-term information about how benefits could increase should they wait to claim their benefits.

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Retirement Financial Planner Designations for Financial Advisors

May 07, 2021

For financial advisors and wealth management professionals looking to specialize in retirement planning, a professional designation or certification is recommended.

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Why Secure Act 2.0 Should Fly Through Congress: Michael Finke

ThinkAdvisor
May 05, 2021

The Securing a Strong Retirement Act of 2021, popularly known as the SECURE Act 2.0 (a follow-up bill to 2019’s SECURE Act), is currently working its way through Congress, and experts including WMCP®

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A Second Look: Four Retirement Rules Of Thumb

Forbes
May 05, 2021

In financial planning, as with geographic navigation, having a general set of rules to follow is usually a good idea; however, when diving into specifics and more complex situations, those same rules may not always be applicable.

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Time to Reset: What You Need to Know About IRAs in 2021

May 03, 2021

In 2020, many Americans made unexpected changes to their long-term savings plans. As the country recovers, they are searching for guidance in resetting their IRA strategies.

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Annuities Could Help the Service Industry: Idea File

ThinkAdvisor
Apr 29, 2021

Among retirees, a common worry is running out of money before the end of life—but another potentially damaging dilemma is having enough money and choosing not to spend it.

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Ed Slott To Advisors: Don't Make Changes Based On New RMD Guidance Yet

Financial Advisor
Apr 26, 2021

A new IRS publication has upended assumptions about how required minimum distributions (RMDs) from retirement accounts would work post-SECURE Act; however, many experts are cautioning advisors against making any hasty moves.

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Episode 24: The American College of Financial Services’ Wade Pfau on Common Retirement Income Mistakes that Can Kill a Portfolio

401(k) Specialist Pod(k)ast
Apr 26, 2021

Retirement planning can be complex, and there are many factors that, left unaddressed, can threaten to torpedo even the most carefully-constructed portfolio of assets.

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The Classic 60/40 Investing Strategy Could Now Be Working Against You

Money
Apr 21, 2021

Conventional retirement planning wisdom has long been to construct portfolios based on a 60/40 ratio: 60% equities, and 40% fixed income tools. However, this understanding may be changing in light of new financial planning realities.

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Vetting Annuities for 401(k)s is Not an Easy Task

InvestmentNews
Apr 21, 2021

What kind of support can guaranteed income products bring to 401(k) accounts and other retirement planning vehicles? Financial planning experts say the benefits could be numerous, but could also be much less secure in several years from now.

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