Here's How to Realistically Factor Social Security Into Your Retirement Plan
Millions of seniors today collect Social Security, and for many, those benefits serve as their sole or primary income source.
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Why Diversifying Your Portfolio Might Be Hurting Your Retirement Plans
Real key to a successful retirement investment strategy—or any investment strategy—is financial education that includes proven systems for building.
‘Next-Gen’ Retirement Planning Tool for Advisors Launched by Income Lab
Life Hub is billed as the only tool that ‘seamlessly integrates dynamic retirement income plans and tax-smart distribution plans’.
IRS Launches 90-Day Pre-Audit Window to Correct Retirement Plan Errors
IRS launched pilot compliance program that gives plan sponsors a 90-day window. Voluntarily corrected errors have lower penalty costs for employers.
Retirement Confidence Overall Still Strong but Pandemic, Inflation Having an Effect
Latest version of an annual survey shows retirement confidence overall remains strong but both the pandemic and inflation are having an impact.
Congress Has a Plan to Link Your Retirement and Emergency Savings Plans
If lawmakers have their way, U.S. workers could automatically save for emergencies and retirement at the same time in the years ahead.
SMArtX: Spotlight On Franklin Templeton
The history goes back 40 years, starting with institutional clients and expanding into retail SMAs covering a wide range of styles and strategies.
