Feb 23, 2024 View in Browser

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Retirement Report

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Slideshow

11 New Survey Findings on Money, Regrets and Life in Retirement

By Michael S. Fischer

MedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.

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Analysis

The Case for Cutting High Earners' Social Security Benefits

By John Manganaro

Cato Institute scholar Romina Boccia weighs whether cuts to wealthy retirees’ benefits could "save" the program.

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News

Democrat Pushes for Middle Way at House Fiduciary Rule Hearing

By Allison Bell

Rep. Donald Norcross, D-N.J., wants policymakers to protect retirement savers' access to good advice.

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Slideshow

8 New Findings on What Americans Don't Know About Retirement Income

By John Manganaro

Researchers including Michael Finke and Steve Parrish gave investors a financial literacy quiz. Four in five failed.

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News

Older Investors Think They're Ready to Retire. Advisors Disagree.

By Michael S. Fischer

The disparity was especially acute around specific topics, such as Social Security and Medicare planning.

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News

Social Security COLA for 2025 Estimated at 1.75%

By Janet Levaux

The Senior Citizens League's projection is based on higher-than-expected inflation in January.

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Resources

Product Reframed: A Guide to Thinking Differently About Guaranteed Lifetime Income

Sponsored by: Allianz Life Insurance Company of North America

In an era where retirement security is a growing concern, you have a large role to play in helping plan participants secure their financial future. Yet a significant opportunity lies untapped: guaranteed lifetime income.

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WEBCAST DATE: February 29, 2024

The State of Contracts For Law Firms: Making the Case for Contract Automation in 2024

This webcast will unpack the most common challenges firms face in implementing new technology—like employee onboarding and proving value—and show you strategies to overcome them.

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