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.
Tax Law Surprise: A SEP IRA Upgrade for Service Pass-Throughs
By Robert Bloink and William H. ByrnesOwners of service-oriented small businesses may find that the new tax law actually reduces taxable income for retirement plans.
April 12, 2018
Top 15 Cities Where Retirees Can Live Longest on $1 MillionGoBankingRates looked at the annual expenditures for someone 65 or older and the cost of living for each city.
April 10, 2018
Retirement Plan Participants Need Professional Advice: SurveyThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 09, 2018
Pass-Through Tax Planning to Boost New QBI Deduction ValueNot all business owners who have qualified business income are treated equally—meaning that higher income clients who own service businesses may need to engage new strategies.
April 09, 2018
Lack of Understanding About Investment Risk Threatens Retirees, WorkersOver half of pre-retirees surveyed describe their primary investment strategy as focused on growth.
April 06, 2018
New York Pushes JPMorgan, BofA, Visa to Reconsider Gun SalesThe comptroller asked firms to explore whether gun transactions should be classified with high-risk purchases like porn.
April 06, 2018
Debt Hampers Workers' Retirement Savings: LIMRALIMRA study shows indebted millennials are least likely to save outside the workplace.
April 05, 2018
13 Big Fund Firms to Report Active Share to All Investors After NY ProbeNew York's attorney general says the change can help investors since the DOL fiduciary rule is no longer being enforced for retirement savings.