401(k) Investors With Annuities Are Less Likely to Trade
By David BlanchettMy recent research has uncovered some interesting ways the peace of mind afforded by guaranteed income can play out.
March 31, 2022
Debate: Should the Freeze on Student Loan Payments Be Extended Again?Two professors discuss extending the freeze on student loan payments for a sixth time given current economic conditions.
March 30, 2022
IRS Clarifies Secure Act's 'One Bad Apple' Workaround for MEPsEmployers that are interested in MEPs should take note of the new requirements that will likely apply.
March 30, 2022
Should Crypto Be Allowed in 401(k)s?Two professors debate the Labor Department's wary stance on cryptocurrencies in retirement accounts.
March 30, 2022
This COVID Tax Credit Could Limit Business DeductionsThe employee retention tax credit could limit Section 199A deductions for pass-throughs above a certain income threshold.
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 25, 2022
Debate: Should Retirement Reenrollment Be Made Automatic?The Auto Reenroll Act of 2022 would require workers to reevaluate their decision to opt out of some plans every three years.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.