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.
10 Top Trends in Wealth Management for 2020: Aite Group
By Bernice NapachLast year brought several major developments in the industry. How will those developments play out?
January 08, 2020
Secure Act Forcing Shift in IRA PlanningClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
December 26, 2019
Will Open MEPs Pave Way for Alts in 401(k)s?Two things have to happen if open MEPs are to spark wider use of alternative investments in 401(k)s, says an ERISA attorney.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.
December 21, 2019
Trump Signs Secure Act Into Law With Spending BillAlong with retirement planning changes, the law allows 529 plans to be used to repay college loans.
December 19, 2019
Senate Passes Secure Act With Spending BillTrump is expected to sign it into law Friday; Andy Friedman notes some less-noticed aspects of the bill.