Browsing Tag
Retirement
2367 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.
Do Employers Need COVID-19 Waivers?
COVID-19 liability waiver helps employers reduce risk, protect business, and ensure safety for employees and visitors.
7 Behaviors of Exemplary Fiduciaries
The vast majority of our nation’s liquid investable wealth is in the hands of lay-fiduciaries—the 8 million men…
5 Guiding Principles for RIA Firm Success
RIA firms entered 2020 from a position of strength with robust five-year growth trends across assets under management (AUM), revenue, and clients.
How to Close the Coming COVID-19 Retirement Savings Gap
When the dust finally settles from the COVID-19 pandemic, the nation’s retirement deficit will have widened significantly, due…
IRS Reminds Seniors: No RMD in 2020
The Internal Revenue Service is reminding seniors and retirees that they are not required to take money out of…
Bloomberg’s (Extremely) Bogus 401(k) Fight
“In 2020, there is no tax advantage remaining to the 401(k).” It’s just one of many hot takes…
Generational Saving Surveys Are Divisive Bunk, Empower Says
Millennials are a bunch of whiners, but we agree with Empower Retirement’s larger point. Whether this generation or…
IRS Reveals 2020 ‘Dirty Dozen’ Tax Scams
How many times have we inadvertently clicked on a link, only to realize something is amiss? The angst…
Mutual Fund Flows Best Since Beginning of COVID
Mutual fund and ETF flows for June were the strongest since January, according to Morningstar. Overall, long-term mutual…
401(k) Auto Portability Goes Public in Nationwide Rollout
Recordkeeper Alight Solutions will spearhead the launch of the latest “auto” to be added to the list. Following…