Well-Off Women Gain Investing Prowess, Relish Making Money
The vast majority of affluent American women in a new Wells Fargo survey said they “enjoy making and accumulating money.”
IRS Pushed to Crack Down on ‘Mega IRAs’
GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
Just 35% of Pre-Retirees Turn to Advisors: TIAA-CREF Survey
Even fewer of those polled say they have calculated their retirement income needs.
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security Cutters
Senate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
Millennials Aren’t Meeting Their Match (in 401(k)s)
Almost 40% of younger millennials aren’t meeting the threshold for a full company DC plan match.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Lawmakers Air Concerns About DOL Fiduciary Redraft
Lawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager Status
DOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.