Browsing Tag
Income/Sequence of Withdrawal
29 posts
Why 401(k)s Are More Important Than Ever
University of Pennsylvania’s Wharton School professor Kent Smetters has developed a new budget modeling system with the help of…
How Does the U.S Rank in Retirement Security? (Hint: Not Good)
Yes, we get it. Everything is better in the Scandinavian countries—herring, sexy accents and now retirement security. Among the…
401(k) Providers Struggle with Retirement Income Products
Retirement income products within 401(k) plans just aren’t up to snuff, according to new research from Cerulli Associates.…
Uncashed 401(k) Checks: An Issue that’s Gaining Attention
Until recently, uncashed distribution checks were thought to be a relatively minor issue for retirement plans. As James…
How Much Are 401k Participants Spending in Retirement?
It’s March, so the argument over retirement income replacement rates rolls on. A new report from the Government…
Is the 4 Percent Withdrawal Rule Obsolete? The Never Ending Debate Trudges On
A new white paper puts a new spin on the decades old debate concerning the well-publicized 4 percent…
On 80th Anniversary, Remind Clients About my Social Security
As the 80th anniversary of Social Security approaches, remind your clients to sign up for their Social Security.…
Shock: 401(k) Withdrawals Exceed New Contributions For First Time
Big news, and blame baby boomers. The Wall Street Journal had BrightScope analyze government data, and the findings…
RMD Rules Set to Change for Individuals with Lower Account Balances
The Obama Administration quietly inserted a change in the rules for minimum required distributions (RMD) earlier this year…