Browsing Tag
retirement assets
19 posts
Total Retirement Assets Fell in Q3 2022
Recently published ICI data finds U.S. retirement assets fell 4.5% from the second quarter of 2022
New Slott-Levine Podcast Debates Both Sides of the Retirement Coin
Ed Slott and Jeffrey Levine’s new podcast show will discuss different angles of popular retirement planning topics and issues
Total U.S. Retirement Assets Dip Slightly in Q3
Latest Investment Company Institute data shows half-percent decline to $37.4 trillion as of the end of September
Mass Affluent Ranks Drop During COVID
Mass affluent wealth households declined as the COVID market runup boosted $5M-plus investors, reshaping U.S. wealth concentration.
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…
Most 401(k) Participants Would Leave Assets in Plan
RIP rollovers? A recent survey from T. Rowe Price found that the overwhelming majority of 401(k) participants expressed…
Most and Least Expensive States for Retirement 2020
A look at the five most and least expensive states for a comfortable retirement, as ranked by howmuch.net, show Hawaii and Mississippi at the extremes.
Got $1 Million for Retirement? Move Here, Not There
If you have 401k plan participants who plan on retiring when they hit that old “magic number” of…
Global Retirement Assets Bounce Back—Big Time
Strong equity gains in some of the largest markets worldwide caused global retirement assets to soar in 2019. Here's why.