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.
Pandemic’s Economic Perspective: Is it Worse than 2008?
Despite recent optimism over vaccine success and the possibility of a return to normal—however defined—nearly seven in 10…
Ed Slott Defuses ‘The New Retirement Savings Time Bomb’
Ed Slott’s much-hyped new book, “The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary…
Financial Wellness is Critical in Post-Pandemic Workplace
Granted, they have a dog in the hunt, but new research from Ramsey Solutions’ SmartDollar finds that adding…
Deep Trust, Knowledge, Experience Drives Innovative TPA Model
A new and unique third party administrator (TPA) organization launched Monday, one meant to compete with—and act as an…
March Top Advisor by Participant Outcomes (TAPO)—Brent Sheppard
Private Equity Opportunity PRIVATE EQUITY IS KNOWN for taking over, cleaning house, and making the targeted company more…
Retirement Savings Crisis: Access Isn’t the Issue, Prioritization is
State IRA retirement savings initiatives are designed for workers who don’t currently have access to an employer-sponsored retirement…
Workers (Really) Like 401(k) and Defined Contribution Plan Features
Most Americans are confident that 401(k)s and other defined contribution (DC) retirement accounts can help meet their retirement…
The Stretch IRA Went Away With The SECURE Act—Here Are Other Options
While not its own type of IRA, a stretch IRA had been a go-to strategy for estate planning…
It’s Like 401(k) Groundhog Day in America—Again
The 401(k) is 40-plus years old. We’ve progressed but we haven’t come close to reducing racial and ethnic…
IRS Extends Tax Deadlines, Provides Relief for Texas Storm Victims
The Internal Revenue Service (IRS) announced on Monday that victims of this month’s winter storms in Texas will…