What your clients need to know about 401(k) loans
Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.
Roth 401(k)
What your clients need to know about 401(k) loans: Retirement Scan
Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.
Benefits Think Roth 401(k), pre-tax 401(k) or both?
Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.
Robert C. Lawton
Lawton Retirement Plan Consultants
Benefits Think Roth 401(k), pre-tax 401(k) or both?
Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.
Robert C. Lawton
Lawton Retirement Plan Consultants
When it comes to distributions, 401(k) plans lack flexibility: Retirement Scan
IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.
When it comes to distributions, 401(k) plans lack flexibility
IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.
Competition may turn 401(k)s into a sexy benefit: Retirement Scan
More small businesses are motivated to provide 401(k) plans by technological advances as well as an expense war among mutual fund companies.
Competition may turn 401(k)s into a sexy benefit: Retirement Scan
More small businesses are motivated to provide 401(k) plans by technological advances as well as an expense war among mutual fund companies.
Employees can build savings by changing car-buying habits: Retirement Scan
Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.
Employees can build savings by changing car-buying habits: Retirement Scan
Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.
How to pay for nursing home care: Retirement Scan
The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.
How to pay for nursing home care: Retirement Scan
The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.
Retirement Scan: Here’s how to lessen the blow of a new Medicare charge
A premium surcharge will be imposed on top earners who pay up to $4,090 in combined surcharges for Medicare Parts B and D above the base yearly premium.
Retirement Scan: Here’s how to lessen the blow of a new Medicare charge
A premium surcharge will be imposed on top earners who pay up to $4,090 in combined surcharges for Medicare Parts B and D above the base yearly premium.
Retirement scan: 401(k) tips for young employees
Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.
Retirement scan: 401(k) tips for young employees
Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.
Workers sue employers over 401(k) expenses: Retirement Scan
Even index funds don’t necessarily escape workers' scrutiny when looking for unnecessary costs.
Workers sue employers over 401(k) expenses: Retirement Scan
Even index funds don’t necessarily escape workers' scrutiny when looking for unnecessary costs.
Retirement scan: Can taxing the rich fix Social Security
Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.
Retirement scan: Can taxing the rich fix Social Security
Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.
