Can clients roll over 401(k) directly into a Roth IRA?
Under new laws, plan participants are allowed to take such action without any upfront tax consequences.
Editorial Staff
Retirees show success in replacing pre-retirement income
Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.
Any benefit to delaying retirement past age 70?
Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.
How millennials investors can save the world
ESG investing is one way to motivate young clients and boost their contributions.
How millennials can save the world
ESG investing is one way to motivate young clients and boost their contributions.
Declaring war on financial abuse of older people
Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.
Declaring war on financial abuse of older people
Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.
Military revamping retirement program to attract millennials
The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.
3 reasons target date funds aren’t right for anyone
There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.
A Social Security strategy for the wealthy
They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.
New take on fixing 83% of Social Security’s cash woes
A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.
Rising risks for retirement savers
Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.
A Social Security strategy for the wealthy
They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.
70 is the new 65 for retirement
Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
Rising risks for retirement savers
Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.
70 is the new 65 for retirement
Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
The under-discussed retirement risk: Death of a spouse
Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.
The under-discussed retirement risk: Death of a spouse
Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.
The perils of withdrawing retirement money early
Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.
The perils of withdrawing retirement money early
Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.
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