Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?
By Robert Bloink | William H. ByrnesRequiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 20, 2022
60/40 Portfolio Set for a Quarter Worse Than 2008It's the latest sign that the hedging power of bonds continues to vanish in the inflation era, sparking wealth destruction across American pension funds.
June 18, 2022
Second Senate Secure Act 2.0 Bill to Be Discussed Next WeekThe Senate Finance Committee plans to consider Wednesday legislation that includes boosting the RMD age to 75.
June 17, 2022
New Bill Would Allow Rollovers From 529 Plans to Roth IRAsThe bipartisan College Savings Recovery Act would allow unused education savings to be rolled over without penalty.
June 15, 2022
Rep. Neal Asks Government Watchdog to Study Hazards of Crypto in 401(k)sConcerns have arisen about the risks to older Americans who invest in cryptocurrencies in 401(k)s, Neal told GAO.
June 14, 2022
Most Retirement Savers Held Fast in Q1: ICIA cross section of record-keeping data showed a large majority didn't change their participation in plans.
June 14, 2022
Senate Panel Advances Retirement Bill as Part of Secure Act 2.0 PlanThe Rise & Shine Act has cleared the HELP Committee, bringing a Secure Act 2.0 package a step closer.
June 10, 2022
Can a Reverse Rollover Reduce Your Client's Tax Bill?A reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.