Browsing Tag
Retirement
2371 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
Fund Products Flourish One Year After Presidential Election
However one feels about the era of President Trump, the year since his election has been very good for mutual funds and ETFs.
November 7, 2017
Marcia Wagner’s 10-Minute Take on Trump Tax Plan
Marcia Wagner arrived bleary-eyed but ready to go at The 2017 New England Wealth & Retirement Conference in…
November 4, 2017
3 Keys to Triumphing Over Tragedy
“The explosion was 10 feet away and blew me into the doorway of a restaurant.” So began Heather…
November 4, 2017
Why Cutting Pre-Tax 401(k) Contributions May Be Good (Wait …What?)
President Trump had promised no change to 401(k)s and Republican lawmakers in the House appear to have agreed.…
November 2, 2017
Great News (Finally) About 401(k) Plans
More companies than ever before are automatically enrolling workers in 401(k) and similar defined contribution plans. And, with…
November 1, 2017
Dems Dominate 401k Discussion with Alternate Plan Proposal
Senate Democrats seized on rumors of Republican retirement plan contribution cuts, proposing an alternative on Tuesday that would…
November 1, 2017
Why This Target Date Trend Continues in 401(k)s
The move towards non-proprietary fund products continues, at least in target-date lineups. Diversifying allocations and outsourcing non-core areas…
October 31, 2017
What Nobel Winner Thaler Thinks of 401(k) Cuts?
401(k) Contribution Limits spark debate as Nobel winner Richard Thaler shares a contrarian take on retirement savings policies.
October 31, 2017
Why Tax-Cut Trickery Over 401(k) Limits Won’t Fly
Bloomberg is out with one of the sillier opinion pieces about the supposed problems plaguing retirement plans, and…
October 27, 2017
Trump Trips Over 401(k) Contribution Chaos
It’s on, then off, and then on again. General confusion surrounding the marketing and messaging of the White…
October 26, 2017