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.
Ridiculously Bad Advice on the 4 Percent Retirement Rule
Boo on Business Insider for an irresponsible and downright awful article involving the 4 percent "safe" retirement withdrawal rule.
401k Fraud: Wife Steals Thousands from Husband’s Account
Talk about brotherly love. A woman’s sibling posed as her spouse to help her steal thousands of dollars…
Why Americans Trust in Their 401(k) Plans
401(k) plans help millions save with tax advantages, payroll deduction, and investment choices for long-term retirement security.
Bucking Trump, Oregon Launches State-Run Roth IRA
Oregon state retirement plan helps private workers save through payroll deductions despite federal opposition to state-run programs.
What’s Happening with Roths in Retirement Plans?
Roth 401k adoption is still relatively low, but that could (and will most likely) soon change. T. Rowe Price…
HSA Fail: 10 Largest Health Savings Accounts Ranked
Is there trouble ahead? In the interest of helping “policymakers navigate the HSA landscape” with the recent introduction…
Small Businesses Increasingly Like, Use Roths
Despite serious barriers, small businesses are making solid strides in 401(k) adoption and enrollment. One particularly interesting trend…
10 Positive HSA Attributes Plan Sponsors Will Love
How can advisors claim to be retirement experts yet offer no assistance to plan participants with the single…
June 2017 Top Advisor by Participant Outcomes (TAPO)
How to quantify the seemingly ‘unquantifiable’. Our practice has always taken a high-touch and high-customization view when it…
Retirement Plans in Tax Reform Crosshairs
Two words may have a profound effect on the retirement industry in coming years: revenue neutrality. A goal…