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Retirement savings still a potential target in tax reform negotiations
Trump's proposal doesn't touch such deferrals, but stakeholders fear Congress will attempt to use 401(k) plans to offset tax cuts.
Market downturns in first few years of retirement can thwart best-laid plans
Michael Kitces outlines three strategies to overcome sequence-of-return risk.
Nuveen adds direct real estate to target-date funds
Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.
Avoid these common RMD mistakes
Forgetting to take the minimum required distribution is one of several RMD mistakes any client can make. Here’s how financial advisors can help
Retirees embrace the gig economy
For some, freelance work replaces pensions in traditional retirement three-legged stool.
Retirees embrace the gig economy
For some, freelance work replaces pensions in traditional retirement three-legged stool.
In K-12 403(b) plans, employees and their unions can be their own worst enemy
Distrust between school districts and unions, as well as potential financial incentives, factor into lack of reform.
The future of tax preparation? Getting your taxes done without answering a single question
A TurboTax executive discusses why Americans procrastinated this tax season and the future of tax preparation.
More millennials who live at home don’t work
Among 25- to 34-year-olds living at home, one in four is neither enrolled in school nor working, according to new data from the Census Bureau.
Ric Edelman proposes Social Security fix: Allot $7,000 for each baby
Adviser's plan begins with the federal government setting aside money for each newborn baby for 35 years, to be invested for the child's retirement.
New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar
T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.
Fees, lawsuits top concerns for defined contribution executives
Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.
Help clients use qualified charitable distributions to save on taxes
Advisers need to help RMD clients change the way they give.
Social Security update for same-sex couples
Claiming rules have evolved since 2015 Supreme Court decision.
Top 10 record keepers of defined contribution plans
Fidelity Investments, the largest record keeper, extended its dominance in 2016.
What will be the next big thing for 401(k) plans?
401(k) plans have changed markedly over the past few decades, through the proliferation of mutual funds and the growth of target-date funds and automatic plan-design features. What's next?
President Trump signs resolution to effectively kill city auto-IRA rule
The president's advisers have signaled he'll sign a bill to make it unlikely that state auto-IRAs are put into place as well.
Courses available to become a Medicare pro
New online courses explain crucial retiree health care issues for advisers.
How your tax data could be sold on the internet
Your tax information is far more valuable than your credit card data.
Here’s the countries where taxes are highest
Spoiler: The U.S. is not number one.
