Updated Friday, March 6, 2015 as of 7:16 PM ET
Highlights of Obama Plan to Tax Wealthy: Retirement Scan
The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.
More in Mass Affluent
Older middle-class Americans in their 50s are more likely to lack confidence in their retirement preparedness, with almost half fearing they haven't saved enough. more »
Global private wealth will grow 40% to $369 trillion by 2019, with more than one quarter of the growth coming from emerging markets, according to Credit Suisse Group AG. more »
Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets. more »
Mass-affluent investors are a confused group, so advisors need to set clear expectations about the markets, as well as the help they can provide. more »
Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board. more »
Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64. more »
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
While the wealth of American households has jumped more than $25 trillion since early 2009 amid rising equity and home prices, the pass-through to consumer spending is lagging, new research shows. more »
The March Issue is now online!


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