IRA's 401(k)

Variable Annuity Commissions Face New Scrutiny Under Fiduciary Rule: Retirement Scan
Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.
Half of plan investors don't understand how professionally managed accounts actually work, according to a new study by Fidelity. Read More »
Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age. Read More »
Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement. Read More »
Retirees should always file for benefits online when possible, particularly when applying for Social Security retirement benefits; Plus, why withdrawal rates matter more than asset allocation in retirement. Read More »
The gap between the top and bottom target date funds has narrowed since the 2008 collapse. Read More »
As stock prices fall, 401(k) participants are advised to avoid cashing out and instead buy more stocks; Plus, steps to successfully apply for Social Security disability. Read More »
Retirement savers are advised to ladder their bonds and CDs to take advantage of rising interest rates; Plus, the perils of extreme asset allocation. Read More »
A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs. Read More »
Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals. Read More »
The new 401(k) platform officially launched with a group of 50 employer-clients, after spending the last quarter of 2015 building its automated investment advisory service for employers. Read More »
Finding the right investment mix is challenging since it's an imprecise science and depends on market history and asset class valuations; Plus, what clients need to know about the first required distribution. Read More »
If mutual funds in 401(k) plans underperform yet charge hefty fees, participants can take action; Plus, President Obama plans to push new rules making it easier for small businesses to offer 401(k) plans. Read More »
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