Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Tax tips for impatient IRA owners
By staff WriterAre your clients itching to take an early distribution from their retirement accounts? Here's a refresher course from the IRS on the tax implications of an early distribution. Payments taken from an Individual Retirement Arrangement before
September 15, 2009
Pru Testifies On DisclosureRepresentatives from Prudential Financial Inc. are asking federal regulators to let retirement plan administrators take a more flexible approach to helping participants understand the plans.
September 15, 2009
Principal: Balances RecoverWorkers' retirement plan asset totals may be starting to stabilize.
September 14, 2009
ERISA Panel To MeetStable value funds and streamlining of retirement plan disclosures are on the agenda for the next meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans.
September 10, 2009
Segal Rises At SOAThe Society of Actuaries says Donald Segal is the group's new president-elect.
September 10, 2009
Boomers outnumber younger workersAre boomers holding their children back? Probably not. It's a well-reported fact that the recession has older adults staying in the work force longer, hogging...
September 09, 2009
What Counts As A Prospectus?A retirement plan fiduciary can use a mutual fund summary prospectus to satisfy U.S. Labor Department prospectus delivery regulations, officials say.
September 09, 2009
Roth Rollover Advice PostedThe Internal Revenue Service is weighing in on when employer-plan-to-Roth rollovers should or should not be included in a participant's taxable income.