Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
4 Retirement Plan-to-IRA Rollover Situations to Think About
By Stephan R. Leimberg, Jay Katz, John J. Scroggin, Robert S. KeeblerThis may be your bread and butter ... but how much do you really know about the butter?
November 07, 2017
'Rothification' of 401(k)s Likely in Senate Tax PlanTax and budget analysts give mixed reviews of the House bill, which is being amended.
November 07, 2017
7 Disturbing Findings About 401(k)s, IRAsA new study from Boston College's Center for Retirement Research takes a look at savers' financial health. It's not pretty.
November 07, 2017
What Now for Rothification? 401(k)s Are Safe for Now, but the Story Isn’t OverThe debate over the tax-preferred treatment of retirement plans shows that some lawmakers do favor limiting pretax contributions.
November 03, 2017
GOP Tax Bill Bolsters 529 PlansThe bill may make 529 college savings plans more palatable, says Savingforcollege's Martha Kortiak Mert.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
October 31, 2017
Senate Democrats Rip GOP Tax Limits on 401(k)s, Offer Their Own PlanDemocrats "have been slack-jawed at the idea that they [GOP lawmakers] just cannot keep their hands off your 401(k), said Sen. Ron Wyden.
October 31, 2017
Godfather of Auto-Enrollment Defends Cutting 401(k) LimitsNobel laureate Richard Thaler has staked out an unpopular position on whether Congress should limit pretax contributions to 401(k)s as a part of tax reform.