Updated Friday, September 4, 2015 as of 8:24 AM ET
IRS Inaction Affects Pension Plans in 2016: Retirement Scan
The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.
More in Investment Products
Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance. more »
The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance. more »
Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds. more »
There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind. more »
Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing. more »
Recent volatility in the stock market shows that people need an "idiot proof" safety blanket such as Social Security to ensure they will be guaranteed an income after they leave the workforce; Plus, 3 moves to make in a crazy market. more »
The decline in the stock market gives clients an opportunity to convert their traditional IRA to a Roth IRA; Plus, Gen X is sleeping through retirement wake-up call. more »
Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement? more »
Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing. more »
The federal government is calling on comments for its proposal to allow Medicare to cover physicians' fees for discussing end-of-life issues with beneficiaries; Plus, how to transfer inherited IRAs. more »
Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?" more »
Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies. more »
Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement. more »
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