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.
How to Pass Down an IRA
By Roger WohlnerEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 07, 2024
8 Positive Findings Hiding in the Social Security Trustees ReportThe big picture is admittedly bleak, but there are also bright spots in the new yearly projections.
May 06, 2024
Social Security Retirement Fund Will Run Dry in 2033: Trustees ReportThere are bright spots in the new projections, but the news remains troubling, Social Security experts say.
May 06, 2024
A Conversation with Endeavor Retirement Founder Bonnie TreichelIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Bonnie Treichel, the well-known retirement legislation and regulation attorney who founded Endeavor Retirement and Endeavor Law.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.
April 29, 2024
Debate: Do Taxpayers Benefit From Changes to the Saver's Credit?Starting in 2027, the credit will be replaced by a 50% matching contribution to existing 401(k)s and IRAs.