by Karen DeMasters
TCI has launched a program to reach out to the young before they get rich.
by Jeff Schlegel
The “middle class” is a somewhat nebulous concept both socially and financially.
by Eric L. Reiner
Higher taxes for upper-income clients were certainly part of the American Taxpayer Relief Act, enacted on January 2 to stave off Washington’s trip off the fiscal cliff.
by Jim McConville
With college tuition costs still shooting into the stratosphere, why are so few American families taking advantage of college savings plans?
UCLA and The Retirement Advisor University have developed a CE designation for financial advisors specializing in defined contribution retirement plans.
by
Karen DeMasters
Financial advisors say sometimes 401(k) loans make sense, but too many people are taking them.
by
Juliette Fairley
Many financial advisors could be cut out of the retirement plan rollover business if the Department of Labor decides such asset transfers are fiduciary acts.
by
Juliette Fairley
About 10,000 people a day are turning 65 years old and they are likely to move their assets out of institutional investments, according to Prudential.
by
Bloomberg News
U.S. workers willing to take tax pain today in exchange for tax-free gains on earnings in their 401(k) retirement accounts later have a new avenue to do so.
by
Maureen Nevin Duffy
Financial advisor Jason Chepenik, CFP, AIF, says information from Janus Labs helped him improve his own life and those of his clients.
by
Jim McConville
The Marathan and Saudi Arabian oil companies got top honors in a ranking of the top 30 401(k) plans by BrightScope.
by Eric L. Reiner
With or without the expiration of the Bush tax cuts, there will be tax changes next year due to inflation. That’s because a modest 1...
by
Michael J. McDermott
Retirement plans are a top cost to the federal government, and proposals that would reduce tax deductions or cap contributions could be part of a 2013 tax reform effort.
401(k) retirement plans with automatic enrollment produce higher participation rates over the long haul compared with plans without it, says a New York Life survey.
by
Karen DeMasters
Financial advisors are missing an important opportunity if they do not reach out to their clients to talk about pending tax changes and what they may be able to do to mitigate the negative effects,...
by
Ray Fazzi
Average 401(k) balances at Fidelity Investments are at the highest
they've been since the company started tracking the data 12 years ago,
at $75,900 per account holder.
David and Michelle Haisley from Fort Wayne, Indiana, weren't happy with
the performance of their retirement funds, so they made another
investment -- a foreclosed home for $27,000.
by John C. Bogle
John C. Bogle offers five recommendations for improving our badly flawed retirement savings system.
by
Jim McConville
IRA ownership has fallen and fewer American families are participating
in workplace retirement plans, although more are investing in 401(k)
plans, according to a recent report by the Employee...
by
Kathy Lynch
Stephen Davis joins platform focused on small-plan 401(k) market.
