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.
Ed Slott: The Pros and Cons of Annuities in Retirement Plans
By Melanie WaddellIn this edition of Human Capital, Ed Slott discusses one of the main provisions of the Secure Act.
June 17, 2019
3 Things to Share With Clients About the House Secure Act BillHere are the IALC executive director's ideas about how to explain this legislation to your clients.
June 13, 2019
10 Years After Recession's End, Millions Are Treading Water Financially: SurveyAbout half of respondents in a Bankrate survey said their financial situation was the same or worse than before the last recession.
June 12, 2019
Can Roth IRAs Match 529 Plans for College Savings Benefits?Both tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.
June 11, 2019
How Much Money Do You Need to Retire?Schwab asked 401(k) plan participants this question — and showed how most are not on track to achieve that goal.
June 11, 2019
Modern Retirement Plan Design Boosts Savings Behavior: VanguardThe firm's annual retirement savings survey shows positive trends thanks to plan features like target date funds.
June 11, 2019
12 Worst States for Military Retirees: 2019For service members who are done serving, some states make life harder than others.
June 11, 2019
Personal Capital Launches High-Yield Savings AccountPersonal Capital Cash accounts yield 2.30% for non-clients and 2.35% for firm clients.