Retirement Planning

The top retirement planning news and developments, including legislative updates, pre- and post-retirement tips and trends, and the latest ideas in retirement planning strategies.

Saving for Retirement
Retirement Investing
Spending in Retirement
Social Security
Retirement Lists

Top Retirement Planning Stories

Retirement Planning

12 Merry Retirement Facts for 2024

By John Manganaro
Retirement Planning

What 4% Rule? Morningstar Has a New Number

Retirement Planning

Year-End RMDs and the QCD Workaround Strategy

Trending Stories

Webcasts

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

 PIMCO (Sponsored) Watch Now

Podcasts

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Discovering your Greatest Tool

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

A New Framework for Fee-Based Annuities with David Lau

 Jackson National Life Insurance (Sponsored) Listen Now

Bogart Wealth Uses Education to Develop a New Generation of Advisors

 Bogart Wealth (Sponsored) Listen Now

Saving for Retirement

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Concurrent Appoints Retirement Division Head
Concurrent Appoints Retirement Division Head
The 401(k) Savings of 5 Different Age Groups
The 401(k) Savings of 5 Different Age Groups
Annuity Issuers Still Struggling to Protect Asset Share: SIFMA
Annuity Issuers Still Struggling to Protect Asset Share: SIFMA
Debate: Should the U.S. Government Create a Nationwide Retirement Savings Plan?
Debate: Should the U.S. Government Create a Nationwide Retirement Savings Plan?

Retirement Investing

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The Future of RIA Annuity Distribution Has Arrived: David Lau
The Future of RIA Annuity Distribution Has Arrived: David Lau
Fight Over House Anti-Shutdown Bill Affects Medicare Provisions
Fight Over House Anti-Shutdown Bill Affects Medicare Provisions
Senate Nears Vote on Bill to Curb Contentious Social Security Rules
Senate Nears Vote on Bill to Curb Contentious Social Security Rules
IRS Pushes Back Deadlines in Proposed RMD Regs
IRS Pushes Back Deadlines in Proposed RMD Regs

Spending in Retirement

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The Future of RIA Annuity Distribution Has Arrived: David Lau
The Future of RIA Annuity Distribution Has Arrived: David Lau
Preparing for Medicare Changes in the New Year
Preparing for Medicare Changes in the New Year
A 10-Point Holiday Family Wellness Check
A 10-Point Holiday Family Wellness Check
Fewer RIA Leaders Are Planning for Succession. What Gives?
Fewer RIA Leaders Are Planning for Succession. What Gives?

Social Security

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What Really Gets Shut Down When Government Spending Stops
What Really Gets Shut Down When Government Spending Stops
How Retirement Age and Social Security Claiming Age Are Related
How Retirement Age and Social Security Claiming Age Are Related
Could a Term-Limited Trump Finally ‘Fix’ Social Security?
Could a Term-Limited Trump Finally ‘Fix’ Social Security?
How to Ease Clients' Post-Election Social Security Fears
How to Ease Clients' Post-Election Social Security Fears

Retirement Lists

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12 Cities Where Social Security Runs Out Fastest
12 Cities Where Social Security Runs Out Fastest
12 Best Cities for Veterans to Live: 2024
12 Best Cities for Veterans to Live: 2024
15 Best Countries for Retirement Security: 2024
15 Best Countries for Retirement Security: 2024
12 Worst Cities for Retirement: 2024
12 Worst Cities for Retirement: 2024