DC Plan Sponsors Focus on Fees
Two studies released by Cogent Wealth found an increased focus on fees in defined contribution plans.
Should 401(k)s Have Bitcoin?
Its advocates acknowledge it's a risky investment but, they say, acceptance is growing, as is interest from institutional investors.
3 Reasons to Wait Until Retirement for a Roth IRA Conversion
Generally, converting to a Roth IRA at a young age allows more time for tax-free growth. But there may be other factors at play.
What Are We Doing to Our Elders?
Think Social Security planning is complicated? It's only the beginning, Paula Hogan writes.
Washington Watchers See Big Retirement Push in 2015
Retirement planning officials should prepare next year for the release of DOL’s fiduciary plan, the official launch of Obama’s MyRA and more.
ERISA at 40: ‘Terrible’ or ‘A Job Well Done’?
While terms used to describe ERISA include “horrible” and “terrible,” a panel of experts agreed Tuesday that the law has had a positive impact.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Innovative Solutions to the Retirement Income Challenge
A panel on the second and final day of the Insured Retirement Institute Vision Annual Meeting in September shined plenty of light on the issue of retirement income innovation—both the need for same and what the innovations might include.
Starting Over When a Nest Egg is Gone
Losing a retirement portfolio is devastating—but recovery is possible, with the right financial advice.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.