Retirement Planning NEWS


True implications of new tax law has many Americans at a loss

New MDRT study finds 4 in 10 Americans mistakenly think it impacts this year’s tax returns; Good news is more consumers likely to consult an advisor for guidance in tax planning.

Retirement Planning Discussion

Recent Retirement Planning News

4 in 10 Boomers still have no retirement savings; yet only 3 in 10...

Baby boomers remain in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to new study.

Strategies for Wealth honored as Guardian’s top agency for 18th time

The firm with the best overall performance in terms of production, recruiting, agent achievement and development, including agent productivity and client building in the prior year earns the award.

New study finds fewer GenXers have retirement savings

Advisors uniquely positioned to help a generation on shaky retirement planning ground as 40% of Gen Xers admit to having no retirement savings.

12 tips for generational outreach – and a new tool to identify life insurance...

AIG shares 12 tips to help financial professionals effectively reach out to prospective clients, and executive Kirsten Lees explains how the company created a new tool intended to quickly pinpoint life insurance solutions based on a few simple questions.

Retirees who own an annuity are more confident about maintaining lifestyle

Study finds the retiree annuity ownership rate is nearly 70% higher among households that have completed a formal plan than households without plans, yet advisors report they have completed formal retirement income plans for only 35% of their retired clients.

Expanded retirement savings opportunities, better access to annuities among IRI policy priorities for 2018

Just-released 2018 Retirement Security Blueprint focused on expanding opportunities to save for retirement, increasing access to lifetime income and protecting older investors.

Millennials making progress toward retirement saving, but Social Media is an Achilles’ heel

New study from Allianz Life finds parents’ bad experiences also impact millennial financial behavior; Study also shows boomers finally showing signs of optimism about their retirement readiness.

World’s Best (budget-friendly) Places to Retire in 2018: Costa Rica takes top spot

Those approaching retirement without the funds to do so comfortably stateside may be interested in InternationalLiving.com’s recently released ranking of the “World’s Best Places to Retire.” IL also offers its “5 Most Affordable Retirement Havens” and “6 Top Retirement Spots where the Climate is Great.”

Business owners’ love of work may hinder succession planning

Nationwide draws parallel between number of business owners with no plans to retire and lack of succession plan in new study. Two in three business owners report not having one in place.

Tech, innovation and evolution of DC plans drive LIMRA predictions for 2018

One specific prediction is that defined contribution (DC) plans will evolve to provide more options for contract or independent workers. LIMRA has also announced a focus on agent retention for its upcoming Distribution Conference.

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