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Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
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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.
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.
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
A new clearinghouse proposal would auto-transfer retirement accounts, reducing lost savings and simplifying rollovers across employers.
Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.
