Browsing Tag
Income/Sequence of Withdrawal
29 posts
Americans Know About Delaying Social Security, Still Don’t Care
'Advantages of creating a retirement income strategy that maximizes your Social Security benefits can’t be overstated'
With Most Americans Concerned About Outliving Retirement Savings, Are Advisors Doing Enough to Help?
New survey of RIAs finds many lag on providing strategies for retirement income planning while remaining focused on accumulation
Paycheck or Pot of Gold? MetLife Study Shows Latter Evaporates Quickly
Outcomes of converting a 401k account into an annuity, a lump sum or a combination of the two explored in new study
Wade Pfau on ‘Sequence of Inflation Risk’, the 4% Retirement Withdrawal Controversy, and More
Dr. Wade Pfau ran neck-and-neck with Morningstar’s Christine Benz as our most popular podcast guest of 2021 and…
Reverse Mortgages Reduce Sequence-of-Returns Risk in Retirement Portfolios: Study
Advisors should consider including home equity as an asset in retiree portfolios, given their duty to help clients manage and reduce risk
Retirees Reduce Spending As They Age, New Research Finds
Retiree spending declines annually by 2%, a new white paper finds. Conventional retirement income planning assumes that retirees…
Market Volatility, Low Interest Rates Threaten Retirement Income: Cerulli
Heightened market volatility may increase demand for advice that emphasizes de-risking and an ongoing income stream that preserves…
How to Solve the Retirement Income Riddle: NAPA 401(k) Cyber Summit
“To feel confident in their retirement, participants tend to need to know a little bit about investing, and…
‘CARES 2’ Could Include More RMD Relief
Could further relief from retirement account required minimum distributions (RMDs) be a part of the next coronavirus economic…
New CARES Act RMD and Rollover Rules: Chart
For defined contribution plans (e.g., 401(k) plans, 403(b) plans, and 457(b) governmental plans) and IRAs, the CARES Act…