401k

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Pimco Warned U.S. Treasury That Russia Sanctions Will Hit Pensions

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The company said U.S. pension funds would face losses if fund managers are forced to write down their Russian holdings.

The Worst 401(k) Mistake Your Clients Can Make When They Switch Jobs

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Only 2% of companies allow ex-employees with under $1,000 in savings to remain in their company's 401(k) retirement program.

Boring Is Better For Top-Performing 401(k) Retirement Funds

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Value-oriented or balanced funds are now the leading performers in 401(k) retirement savings plans.

Women, Wealth And Retirement: Closing The Gap

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Women are falling behind in their financial futures. Three BlackRock executives say that can change.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

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The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

An Advisor's Guide For Surviving A Fragile Decade

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Global Atlantic has created a blueprint for talking retirement to clients.

New Rules For Inherited IRAs Impact Bequests

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But planning strategies can lessen the blow, one tax professional says.

Roth Conversions Get More Attractive As Market Slides Toward Bear Territory

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

How To Navigate Turbulent Stock Market Depends On When You Want To Retire

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Experts say that it pays to keep calm and not make any drastic, stress-fueled decisions.

Large 401(k)s Are Getting Hit Hard By Turbulent U.S. Stock Market

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There are no positive returns so far this year among a list of the 100 largest 401(k) funds.

Tackling The Diversity Problem In Financial Services

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Here is what women and minorities have to say about the subject.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Was The 'Great Retirement' Merely The 'Great Pause'?

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Two years on, people are rethinking the career choices they made in the heat of the pandemic. Here's how advisors can help.

Connecting Money And Mental Health

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You can help clients whose complex financial situations come laden with stressful emotions.

Ed Slott: Backdoor Roths Are Back On The Menu

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Advisors should tell their high-income clients to take full advantage of the strategy, Slott said.

Vestwell To Administer First Multistate Auto-Enroll IRA Programs

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The program covers employees in Colorado and New Mexico.

Why Vanguard Plans To Sit Out The First Wave Of 401(k)s With Crypto

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The SEC has also expressed its concerns about bitcoin in retirement plans.

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