How much do employees need to retire?
Workers need to have saved a certain amount at a certain age to stay on track for securing their retirement.
Risk tolerance
Is your client really ready to retire?
Seniors should not only have a financial plan in place, but activities to keep them preoccupied.
Roth 401(k) plans not fully appreciated by many workers
The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."
Roth 401(k) plans not fully appreciated by many clients
The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."
How investors sabotage their portfolios
Retirement savers sometimes make investing decisions that can hurt their portfolios if they are not aware of their tolerance level to risk.
