Thursday, 18 July 2013

Best Way to Increase Retirement Savings

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July 18, 2013

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Best Way to Increase Retirement Savings
In helping clients increase their retirement savings, which is more important: higher contributions or higher returns?

New Approach to a 401(k) Tax Tactic
Changes require advisors to adjust strategies for using net unrealized appreciation for lump-sum distributions.

Are Annuities a Bad Idea for Retirees?
A study by the Congressional Budget Office counteracts longstanding conventional wisdom that retirees should hold at least some of their portfolio in annuities

Retirement Planning Experience a Key Differentiator for Advisors
51% of American adults would switch advisors or begin working with one for the first time if provided with a written retirement income strategy for them.

The Retirement Savings Gap: Time to Panic?
It’s common knowledge that Americans aren’t saving enough for retirement. But just how large a deficit is startling.

Global Retail, Retirement AUM to Top $70 Trillion
Global retail and retirement assets under management are set to cross the $70.4 trillion mark by the end of 2013, an increase of $20 trillion from 2008, according to new findings from Cerulli Associates.

Research Roundup: Bubbles Forever
Because bubbles are essentially social-psychological phenomena, they are, by their very nature, difficult to control. Regulatory action since the financial crisis might diminish bubbles in the future. But public fear of bubbles may also enhance psychological contagion, fueling even more self-fulfilling prophecies.

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