Browsing Tag
401(k)
3588 posts
A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of their pre-tax or after-tax income towards retirement. These contributions are then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
The Cost-Efficient HSA Benefits of the New Tax Law
Under the new tax law, an employer contribution to an HSA may be well worth the money specifically…
7 States With Major 401(k) Fiduciary Proposals
If you need a convenient, “all-in-one-place” overview of what’s happening at the state level, Drinker Biddle’s got it.…
401(k) Investor Tax Bill DOA Now, Could Resurface?
With a Republican-controlled Senate and President Trump, there’s virtually no chance The Wall Street Tax Act of 2019,…
Why Direct Rollover IRAs Make Sense as Retirement Income Solutions
While automatic features in 401(k)s have improved plan participation and increased savings, they’ve also added administrative complexity, cost,…
How to Do 401(k) Advice Right: Elite Advisor Profile
One thing we can immediately say about Jim Robison—he’s thorough and thoughtful in what he does, specifically in…
401(k) Fiduciary Well-Being and the Importance of Trust
As a 401(k) specialist, you’re probably considering, or you’re already broadening, your services to extend well beyond traditional…
How to Choose: 24 Different Designations for 401k Advisors?
Interested in earning a professional designation or certification to help you become a more competent 401k advisor? You’ve…
Top 10 Senior Scams (And the Billions they Cost)
Older Americans lose a staggering $2.9 billion a year to financial exploitation schemes as a new study shows retirement account scams tripled in 2018.
How ‘Physical Workers’ Feel About their Retirement Prospects
If anyone needs a bit of rest and relaxation after a lifetime of hard work, it’s laborers in…
This Concern is No. 1 Barrier to Early Retirement
When asked to name barriers to financial independence and early retirement, Americans are less concerned about uncertain market…