‘FIRE’ ETFs catering to retire-early strivers make their debut
Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.
ETFs
Video Investing in women CEOs with Patricia Lizarraga of Hypatia Capital
The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.
“WFH” stock ticker highlights remote work surge
Cloud-computing companies have been a clear beneficiary of the stay-at-home and social distancing measures to help combat the spread of the virus.
Has your client’s retirement mindset shifted?
Advisers who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.
Nearly two-thirds of Americans are confused about this simple way to save for retirement
Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.
Worst-performing passive funds since the financial crisis
The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.
When end-of-life planning is suddenly closer than you thought
Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.
The new tax law: retiree tax issues
Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.
Hold tight or splurge? Booming retirement accounts prompt tough questions
Savers are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.
4 ways to cut fat 401(k) retirement fees
To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.
How to keep long-term care from bankrupting future retirees
Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.
How to keep long-term care from bankrupting future retirees
Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.
Taxes can be a real threat to client retirement plans
Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.
Taxes can be a real threat to client retirement plans
Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.
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.
Make sure workers meet their first RMD deadline
Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.
When do state pension plans reduce Social Security benefits?
A retired teacher who receives a state pension in California may still qualify if they paid into the program and earned 40 credits, says a certified financial planner.
Retiring today is 10 times riskier than it was a decade ago
Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.
How your clients’ 401(k) plans will change in 2017
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
How your clients’ 401(k) plans will change in 2017: Retirement Scan
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
