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Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that’s under consideration in Congress.
There’s value in having money in one place, but some 401(k) rules make rollovers more trouble than they’re worth.
Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on … Read full bio
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A pensions specialist explains why fiduciary responsibility extends beyond investment oversight and how proper safeguards serve as a critical layer of protection.
Instead of assuming that longevity is a good-news story, acknowledge that extended longevity without a plan is a financial and emotional time bomb.
What larger retirement plan sponsors stand to gain and give up in a pooled employer plan created under the SECURE Act of 2019.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Alternative retirement options are growing in popularity as employees reject traditional, more rigid, plans.
