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Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.
September 14 -
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 -
One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.
August 16 -
Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.
August 15 -
Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.
August 13 -
People are expected to have a longer life span, and this could pose a challenge in that it will require bigger nest eggs for retirement.
April 25 -
Many employees may not be able to have a comfortable life in their golden years because they carry a hefty credit card debt into retirement
April 3 -
New data shows that the average account balance broke records after increasing to $99,900 in the third quarter.
December 6 -
Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.
November 8 -
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."
November 7