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.
Investments
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.
Last-minute IRA tips before filing taxes
Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.
Last-minute IRA tips before filing taxes
Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.
Older workers may have to postpone retirement under GOP plan
The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.
Older Americans may have to postpone retirement under GOP plan
The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.
Benefits Think CITs can provide ‘considerable savings’ for retirement plans
Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.
Shelby George
Manning & Napier
Benefits Think CITs can provide ‘considerable savings’ for retirement plans
Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.
Shelby George
Manning & Napier
Benefits Think Why it is time to rethink DB retirement plans
‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.
Mike Clark
Principal Financial Group
House votes to scrap rules on state retirement plans
One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”
Benefits Think It’s time to rethink DB retirement plans
‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.
Mike Clark
Principal Financial Group
House votes to scrap rules on state retirement plans
One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”
Charity donations can count toward employees’ IRA withdrawals
From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.
Charity can count toward clients’ IRA withdrawals
From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.
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 to turn $298 per month into $1 million nest egg
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
How to turn $298 per month into $1 million nest egg
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
How will employees spend their time in retirement
A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.
How will clients spend their time in retirement
A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.
3 financial risks that retirees underestimate
Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.
