Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Retirement Optimism Dips Worldwide as Workers Struggle with Inflation, Reduced Education
The T. Rowe Price findings also uncovered economic and financial uncertainty among retirees and workers
Vanguard Launches Fixed Income Offering
The new ETF seeks to track the Bloomberg U.S. Universal Float Adjusted Index
Creative Planning Acquires $1B Burt Wealth
Burt Wealth offers tax reduction strategies, education funding and estate, business and retirement planning
Capital Group, KKR Expand Partnership, CFP Board Releases Exam Results
Plus, news from 401GO, Morningstar, Lincoln Financial, and more
Reintroduced Bill Would Grant Roth IRA Rollovers
If enacted, the legislation would allow rollovers from Roth IRAs to other Roth accounts
IRIC Forecasts Retirement Income Adoption, Financial Wellness Expansion for 2026
The IRIC releases list of top trends shaping retirement plan industry in the new year
Clients Seek Medicare Guidance to Prep for Retirement
U.S. workers are growing concerned over the impact of future healthcare costs, reports Nationwide Retirement Institute
Flexible Strategies Can Surge Starting Safe Retirement Withdrawals
Some approaches could raise starting withdrawals to 5.7%, finds Morningstar
Treasury, IRS Release Guidance on ‘Trump Accounts’
Guardians will be able to use Form 4547 to enroll in a “Trump Account” program
Dell Foundation Donates $6.25B to ‘Trump Accounts’
Billionaires Michael and Susan Dell said they will give $250 to 25 million children ages 10 and under