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.
Secure Act 2.0, Biden Tax Hike Plans Make Roth IRAs a Crucial Tool
By Roger WohlnerRoth IRAs are valuable for estate planning and reducing future RMDs, and the Secure Act 2.0 retirement bill would open a wider window for these strategies.
May 08, 2021
Secure Act 2.0: A Gateway to 'Rothification' of Retirement?Advisor Jamie Cox says requiring Roth treatment of catch-up 401(k) contributions would be "the beginning of something bigger."
May 06, 2021
Empower Retirement to Offer Integrated Digital Financial ExperienceThe offering will integrate multiple financial accounts of an individual into one snapshot.
May 05, 2021
Why Secure Act 2.0 Should Fly Through Congress: Michael FinkeDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
May 05, 2021
Top 9 Retirement Changes in 'Secure 2.0' Bill That's Headed to HouseBesides raising the RMD age to 75, the bill also boosts auto-enrollment and catch-up contributions and expands some investment options.
May 03, 2021
Is Retirement Confidence Beside the Point?The findings of a NAPA poll digging into EBRI's annual study suggest that some Americans' confidence may be misplaced.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
May 03, 2021
Bill to Boost RMD Age to 75 Up for First Vote WednesdayThe Securing a Strong Retirement Act of 2021 would also expand auto-enrollment and catch-up contributions in 401(k)s.