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.
Spousal IRA Contributions in the Wake of the Great Resignation
By William H. Byrnes | Robert BloinkA client who has no earned income may still be able to contribute to a retirement account if they have a working spouse.
February 18, 2022
Early IRA Distributions Without Penalty Just Got More AttractiveNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 17, 2022
LUMINARIES 2022 Nominations Portal Now OpenThinkAdvisor's industry recognition program is accepting nominations through April 29, and there's no cost to participate.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 15, 2022
Revived Bill Would Allow Annuities as Default 401(k) InvestmentThe Lifetime Income for Employees Act builds on the Secure Act, which opened the door for more annuities in retirement plans.
February 15, 2022
401(k) Core Menus Are Not Retirement ReadyRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 11, 2022
Debate: Do ERISA Fiduciaries Have a Duty to Monitor Each Plan Investment Option?Two professors discuss the Supreme Court's recent ruling in Hughes v. Northwestern University.