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A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.
January 16 -
Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.
December 31 -
The latest move has repercussions for employees’ retirement plans, and employers in the middle of open enrollment.
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These new changes make requirements more flexible and participant-friendly for those with 401(k) and 403(b) plans.
November 1Venable -
When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them
November 7 -
While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.
October 22 -
Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.
October 2 -
While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.
August 30 -
Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.
August 27 -
Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.
July 9