New unit to boost retirement savers' access to private markets

📉 Navigating Market Swings in Retirement In this segment of The Money Report, Matt Eilers shares insights on how retirees can approach market changes and what to consider when planning for long-term income needs. #RetirementInsights #MarketTrends #TheMoneyReport #MattEilers #FinancialEducation

39% of African American adults have not started saving for retirement. Let’s rewrite the story so both you and your future generations have a path forward. *Northwestern Mutual 2025 Planning & Progress Study

39% of African American adults have not started saving for retirement. Let’s rewrite the story so both you and your future generations have a path forward. *Northwestern Mutual 2025 Planning & Progress Study

Your Retirement Dollars Go Further in These 13 Tax-Friendly States Let’s connect and talk about the latest insights in the industry! #FinancialAdvisor #WealthManagement #RetirementPlanning #FinancialPlanning #TennesseeFinance #TNInvestments #WealthManagementTN #MoneyManagementTN #InvestTennessee #TNAdvisor

IF YOU'RE 55-65, AND STARTING TO THINK ABOUT RETIREMENT, HERE ARE ITEMS THAT SHOULD BE CONSIDERED: Inventory all old retirement plans — including what each account allows and restricts Don’t assume consolidation is better — until you’ve reviewed the tax and income implications Time your IRA rollovers in coordination with Roth strategies, RMD rules, and Medicare And most importantly — get a second opinion before moving anything Rollovers are easy to execute. But they’re also easy to get wrong — and unfortunately, there’s no “undo” button once the transfer is made. #RetirementPlanning #RetirementReady #FinancialPlanning #WealthManagement #BabyBoomers #RetirementStrategies #IRA #RothIRA #Medicare #RetirementIncome

WHO SHOULD BE USING AN IRA: 1. Someone nearing retirement and wants to roll their 401K into a financially secure retirement vehicle. 2. Someone who is still eligible for a Roth IRA (Earns under $242K married or $153K single). 3. Someone who is looking for a tax deduction. 4. Anyone in their 20s. (Those who start saving at age 25 vs 35 will have nearly double the amount of retirement savings by age 65.)

The Internal Revenue Service has revised Form 8915-F, “Qualified Disaster Retirement Plan Distributions and Repayments,” as well as the instructions for its use. Read more: https://ow.ly/VGyJ50X7MHJ ✍️John Iekel #IRSUpdates #RetirementPlanning #DisasterRelief

Housing wealth is a huge part of the American retirement picture. However, many people don't unlock the cash flow benefits of tapping into home equity in retirement. https://lnkd.in/gV_8cB9R

Market swings don’t have to dictate your retirement confidence. Many Americans are turning to annuities for what the markets can’t guarantee: income for life. Annuities provide stability, security, and the reassurance of knowing your financial foundation won’t shift with volatility. Learn why more people are choosing this approach to retirement income: https://lnkd.in/eY7A773q #Annuities #RetirementPlanning #GuaranteedIncome

The $29 billion Teachers' Retirement System of Louisiana (TRSL) Louisiana in Baton Rouge plans to add $1.2 billion over a three-year period to co-investments. https://lnkd.in/gcyCmxuZ