401(k) Plans
The latest 401(k) advice, investing tips and options, as well as news and articles that focus on important 401(k) strategies.
A Roth 401(k) Shift Might Affect Money Managers More Than Savers
By Allison BellResearchers say total Rothification would lead to more money saved in taxable accounts instead of 401(k)s.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 05, 2022
6 Steps to Help Clients Plan for an Early RetirementIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.
July 01, 2022
Why the Bipartisan Lankford-Bennet Bill Is Critical to Fixing America's Savings CrisisA Nationwide executive praises an addition to the EARN Act bill.
June 23, 2022
Debate: What If Roth IRAs Had Lifetime RMDs, Too?Two professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 21, 2022
What Advisors Are Telling Clients About 'Buying the Dip': Advisors' AdviceIs now a good time to invest more, and what strategies are advisors using? Here's what 15 of them had to say.
June 21, 2022
Senate Retirement Bill Could Include LTCI Premium ProvisionAn amendment could let taxpayers use tax-exempt retirement plan distributions to pay LTCI premiums.