Browsing Tag
Individual Retirement Accounts (IRA)
165 posts
Surprising Findings in Fidelity’s Latest 401(k) Figures
There were several surprises in Fidelity Investments’ latest quarterly analysis of retirement savings. While 401(k) balances dropped (expected),…
SECURE Act Subject of New CFP Exam Prep Resource
Changes as a result of the SECURE Act are being incorporated into the July CFP certification exam (which…
8 Key Provisions to Know in the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first major piece of retirement legislation…
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
401(k) Assets Hit How Much in Q3?
Good news to close out the year, as just-released research finds total 401(k) assets surged ahead in the…
It’s In! SECURE Act Included in 2020 Spending Package
Talk about your nail-biters! After months of collecting dust in the Senate, the SECURE Act, the most significant…
How IRA Owners Do Retirement Planning Right
If you have an IRA, you (most likely) have a retirement plan. More than two-thirds of U.S. households with…
The ‘Set & Forget’ Folly: Many Never Rebalance 401ks
About 30% of people with a 401k or IRA say they don’t rebalance or reallocate their retirement plan…
401(k) ‘Father’ Ted Benna Takes on State-Sponsored Retirement Plans
[Correction: The article initially stated that OregonSaves and CalSavers only offer a Roth IRA. In fact, they offer…
IRS Bumps 2020 401k Contribution Limit to $19,500
The Internal Revenue Service today announced that employees in 401k plans will be able to contribute up to…