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Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects
August 17 -
The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.
August 17Portability Services Network -
One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.
August 16 -
The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.
August 16 -
Six funds are actively managed, which may surprise plan administrators who think that index funds are the only way to invest.
August 7Lawton Retirement Plan Consultants -
Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.
August 2 -
Employers looking to beef up retirement strategies must talk with lawmakers and adopt new strategies to create innovative ways to better prepare workers for post-work years.
July 31 -
Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.
July 30 -
The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.
July 27 -
Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable their workers to build their nest eggs,
July 25