Browsing Tag
Opinion
327 posts
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Misinformation Muddies Protected Lifetime Income Debate
The U.S. House of Representatives passed the SECURE Act in May by an overwhelming 417-3 vote. Among other…
September 11, 2019
SECURE Act Sucks Life from Stretch IRAs
Survival 101 means we freeze in the face of uncertainty, which applies to spending and saving. Witness the…
July 17, 2019
ACA Redux? We Don’t Need a Retirement Plan ‘Public Option’
A pair of academics are out with (yet another) policy proposal to address the retirement crisis, the assumption…
July 11, 2019
Say No to Sanders’ Wall Street Nonsense
Death by a thousand cuts—a little here, a little there, who’s gonna know? It’s the thinking behind the…
May 29, 2019
Will SECURE Act Be the End of Stretch IRAs?
In a 417-3 vote, the House of Representatives passed a new tax bill called the SECURE Act, which…
May 28, 2019
Set Aside Socialist Stupidity to Better Serve 401(k) Savers
Major props to Jamie Dimon for kicking it up a notch. After exposing AOC’s New Green Deal for…
April 20, 2019
Just Relax, Goldman Sachs: The Demise of Formal Dress Codes
“Business Casual.” What does that ubiquitous phrase mean to you? Or to put it another way, what do…
March 29, 2019
Half of Older Americans Have No Retirement Savings? Not so fast…
GAO report finds 48% of households 55+ lack retirement savings, but excludes those with pension plans from analysis.
March 28, 2019
Why 401(k)s Will Fuel Trump 2020 Triumph
It’s a sign of our bifurcated times. Every opposition candidate to announce has tacked far left (if not…
February 19, 2019
PG&E Peril: Employer Stock in the Company 401(k) Plan
With the PG&E bankruptcy, inquiring minds want to know if there was company stock held in the 401(k) plan? Well yes, there was.
January 30, 2019