Tag: Retirement Income

LIMRA data shows total assets of buyout products were nearly $99 billion at the end of the first quarter 2017,...

On average, white adults ages 50 and older have three sources of income for retirement, compared with two sources each...

One-half of all of all families that have retirement account assets plus home equity rely on these for more than...

A paper suggests special care needs to be taken to educate age cohorts about their biases to avoid investment portfolios...

To combat the risk of living out retirement income, Wells Fargo and MetLife are rolling out an annuity option which...

Still, 34% of non-retirees say Social Security will be a major source of retirement income, a Gallup poll finds.

President Trump has pledged to introduce his tax reform proposals on or around April 26, adding to speculation about how...

More effective and targeted communications can help, a study by TIAA finds. 

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income...

“Female decisionmakers are more likely to incorporate financial products that help accumulate assets to provide income for retirement, such as...

Roberta Rafaloff, with MetLife, says plan sponsors should stop discussing annuities as if they are investments.

It stands to reason that some target-date fund investors may be leaving the products and their workplace plans in order...

The bill would require employers to help participants understand how their savings would translate to lifetime income.

Who qualifies, and how much can be borrowed?

Nearly half of Baby Boomers say they have no retirement savings, an IRI survey found.

Some tools make simple estimates, while others consider more parameters, an analysis finds.

The Insured Retirement Institute says it will call on Congress and the Trump Administration to support greater access to workplace...

The shift from DB plans to DC plans has resulted in a decline in income replacement rates, a study finds.

While 68.7% of Americans seem certain and assured of their retirement readiness, only 22.7% understand how their savings are invested.

Ninety percent want their financial adviser to help them devise a retirement income strategy, and 61% want them to educate...