401k

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Retirement Accounts Had A Very Bad Year

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The U.S. was already facing a retirement crisis. Now balances in retirement plans have shrunk.

SECURE Act 2.0 Attached To $1.7 Billion Spending Package

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The bill includes generous catch-up provisions, increases in the RMD age and plan tax credits.

Despite Their Success, ETFs Aren't Going Where The Real Money Is

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The constant innovating in ETFs is nice, but the way they are distributed is less well thought out.

Edward Jones Associates Send 26,000 Letters To Lobby Congress To Pass SECURE 2.0

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The firm joins a massive industry lobbying push for passage by year's end.

How A Roth IRA Inside An Annuity Can Solve For Longevity Risk

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'Diversification' in retirement goes well beyond asset class, Allianz argues.

Creator Of 4% Rule Says New Withdrawal Target Is 4.7%

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Bill Bengen told BogleHeads one could increased the recommended rate after implementing a different portfolio strategy.

Inflation Is Great News For Tax Planners, Ed Slott Says

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There's a chance that tax planners will look back at the years 2022-2025 as “the good old days," he said.

LPL Says Nearly All Its Advisors Want SECURE 2.0 Approved This Year

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Retirement industry leaders are pressing lawmakers to pass the bill before a new Congress convenes in January.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

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Time out of the workplace cuts retirement savings by 35%, a new study finds.

Retirement Plan Execs Urge Creation Of Employer Plan Mandates

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Such a mandate was proposed earlier this year but eventually killed by the Biden administration.

Bringing Alternatives To 401(k) Plans

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Alternative investments are coming to defined contribution plans, but numerous obstacles to widespread adoption remain.

Retirees Seek Income Amid The One-Two Punch Of Inflation And Hostile Markets

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A panel of experts weighed in on how retirees can glean income in volatile times.

Younger Investors Hold 80% Of 401(k) Assets in Equities, New Study Finds

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Meanwhile, equity ownership has flatlined among older age groups, said two research institutes.

Why Ed Slott Believes Now Is A Once-In-A-Generation Opportunity For Tax Planning

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The tax and retirement planning expert advocates for paying taxes now rather than deferring.

Loans And Hardship Withdrawals From 401(k)s Are Rising

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For now, the overall percentage of savers withdrawing money for sudden hardships remains low, rising to 1.3%.

There's More To Year-End Taxes Than Harvesting 2022's Losses

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An EisnerAmper pro suggests five strategies to help clients save on their tax bill.

You Can Grow HSA Money For Retirement, Too, RBC Wealth Says

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Not enough people are investing their HSA savings, said Chad Goerner, a senior vice president at the firm.

New DOL Rule Lowers Trump-Era ESG Barriers

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The rule eliminates Trump-era requirements that critics said chilled ESG investing.

Crypto Fallout Leaves U.S. Retiree Benefits Mostly Unscathed

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Most of the largest public pension funds have dodged the fallout from FTX and a brutal slide in token prices.

Financial Companies Urge Congress To Quickly Approve SECURE 2.0

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A coalition of 60 companies asked congressional leaders to pass the legislation during the current lame-duck session.

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