In June, 24 services companies, including AIG, Jackson, Lincoln Financial, Prudential and TIAA, came together to form the Alliance for Lifetime Income, an organization that aims to educate consumers and refocus the national retirement discussion […]
How To Withdraw Money From Your Retirement Accounts in the Most Tax-Efficient Manner
How To Withdraw Money From Your Retirement Accounts in the Most Tax-Efficient Manner Generating Income in Retirement: Rethinking Conventional Wisdom When it comes to generating income in retirement, many retirees rely on traditional withdrawal strategies. […]
How much do you need to save for retirement?
How much do you need to save for retirement? It depends on where you live. If you’re saving for retirement in Japan or the United Kingdom, we have good news for you. You need only […]
Midterm Elections and Retirement, Everything You Need to Know
What do the midterm election results mean for your retirement? Not much say two experts – Richard Rosso, director of financial planning at Clarity Financial and Bob Frick, an economist at Navy Federal Credit Union […]
Retirement Daily: In Search of Durable Dividend Stocks
Tim Atwill, the head of investment strategy with Parametric Portfolio Associates, an investment adviser and majority-owned subsidiary of Eaton Vance Corp., explains the strategy behind the Parametric Dividend Income Investor (EAPDX) fund. That fund seeks […]
Retirement Daily: Integrating Family Businesses & Human Capital in Portfolio Management
The role of a family business in wealth creation for high net worth families is well known. Less well understood is the role it plays in wealth management for these same families. In this podcast, […]
Retirement Daily: Nearly Half of Americans Age 50+ Fail a Basic Social Security Quiz
Near-retirees still have a lot to learn about Social Security retirement benefits and may be leaving money on the table according to a new poll released by Massachusetts Mutual Life Insurance Company. Nearly half (47 […]
High-Earning Couples Are Making These Costly Money Mistakes. Here’s How to Fix Them
High-income couples often feel financially stretched despite strong earnings. Learn how to align spending, manage taxes and build a plan that turns income into long-term wealth.
The 4 Taxes You Won’t Pay if You Retire in Tennessee
Tennessee is a top retirement destination with no state income tax, investment taxes, or estate/inheritance taxes, though it has high sales tax. Retirees can maximize these tax advantages with proper planning.
Is Kentucky the Best State to Retire? Breaking Down the Facts
Explore Kentucky’s retirement allure: affordable living, picturesque landscapes, and tax-friendly policies. Consider investment income and inheritance tax implications.