4 Ways to Limit Taxes on Retirement Withdrawals
Vanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
Target Date Funds Are 'Yesterday's Technology,' Says Stadion's Doherty
Stadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
L Bonds: The High-Yield Alternative Asset You Probably Never Heard Of
GWG Holdings’ L bonds are yielding 5.5%-8.5% for maturities from two to five years, but the bonds are unrated and illiquid.
6 Companies With the Best Retirement Plans
These companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.
Tiny Social Security COLA to Pinch Seniors as Medicare Costs Surge
Payments could rise just $5 a month in ’17 versus the $150 seniors have lost with low inflation, says one group.
Top Portfolio Products: A Whiskey and Spirits ETF; Target Date App for DC Plans
WSKY invests in global companies that earn much or some of their revenue from the production of alcoholic beverages.
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill Income
LifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
Coordinate Retirement Withdrawal Strategies to Generate Most Income
Advisors can “raise the bar” on Social Security advice by coordinating clients’ account withdrawals and claiming strategies.
Half of Americans ‘Very’ Confident in Meeting Retirement Goals: SSGA
Retirement savers’ confidence remained stable in 2016 after a big jump in 2015, an SSGA retirement survey found.
9 Key Things Next President Should Do to Fix Economy: Brookings
Although the economy hasn’t always been the focus of this campaign, it will be among the most important challenges for the next president.