Retirement Income

  • Tracking IRA Behaviors
    Tracking IRA Behaviors

    Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010–2015

    by Craig Copeland, Ph.D.

    Individual retirement accounts (IRAs) represent the largest single repository of U.S. retirement plan assets, and are a vital component of U.S. retirement savings, holding one-quarter of all retirement plan assets in the nation.
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  • Equities and Inflation Climb
    Equities and Inflation Climb

    All eyes on corporate earnings... and a percolating CPI

    Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday.
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  • What’s In A New Year’s Resolution?
    What’s In A New Year’s Resolution?

    Ask a simple question... and you just might get inundated with a vast and varied collection of attitudes, opinions and commentaries

    by P.E.Kelley

    Just after the first of the year, I received an e-mail from Axel Merk, president and CIO of Merk Investments, a San Francisco advisory firm. In it he posed what appeared to be a simple and straight-forward question: 'What would make 2018 more productive for you?'
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  • What Exactly Do Consumers Think about Working with Financial Professionals?
    What Exactly Do Consumers Think about Working with Financial Professionals?

    For starters, 77 percent are more confident in their financial future

    A new study commissioned by the Million Dollar Round Table (MDRT), conducted online by Harris Poll among over 2,000 U.S. adults ages 18 and older, including over 700 who currently work with a financial professional, examines what consumers think of financial professionals, what clients aim to achieve through financial planning and what they look for…
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  • State 1115 Proposals to Reduce Medicaid Eligibility: Assessing Their Scope and Projected Impact
    State 1115 Proposals to Reduce Medicaid Eligibility: Assessing Their Scope and Projected Impact

    A new generation of Medicaid demonstrations aims to reduce eligibility by imposing conditions like work requirements and coverage time limits

    by Sara Rosenbaum, Vikki Wachino, Rachel Gunsalus, Maria Velasquez and Shyloe Jones

    Do Medicaid demonstrations that don’t fulfill the program’s objective of providing medical help to people who need it qualify for 1115 waivers?
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  • Advising the Wary & Inexperienced
    Advising the Wary & Inexperienced

    Perceived Investing Experience Drives Attitudes to Active Management, Advice-Seeking Behaviors, Loyalty to Firms vs. Advisors

    The degree of perceived investing experience – independent from investable assets – influences consumer attitudes to active management, advice-seeking behaviors and loyalty to firms versus advisors.
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  • Investopedia Academy and Money Expert Farnoosh Torabi Launch Personal Finance Course for Millennials
    Investopedia Academy and Money Expert Farnoosh Torabi Launch Personal Finance Course for Millennials

    To help millennials take control of their financial lives

    Investopedia Academy, an online education platform that empowers consumers with financial knowledge and practical investing skills, today launched "Master Your Money," a new personal finance course geared towards millennials.
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  • Silver Disobedience Reveals Ageless Realities
    Silver Disobedience Reveals Ageless Realities

    Emerging "Circle of Life” audience is an abundant community

    Silver Disobedience Inc.  has launched a new movement that has opened up an important dialog with a powerful group of consumers.
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  • Three Steps to Help Improve Retirement Outcomes
    Three Steps to Help Improve Retirement Outcomes

    J.P. Morgan: Implications of 2018 Long-Term Capital Market Assumptions for Plan Sponsors

    Investors can still expect to face a historically low-return environment over the next decade, leaving Americans with an undiminished challenge as they look to ensure a financially secure retirement...
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  • Ready To Work After Your Primary Career Ends?
    Ready To Work After Your Primary Career Ends?

    For some American, their health and finances may depend on it

    Not so long ago, the whole idea of working in retirement was not even a consideration for most people. Now, it’s a reality.
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