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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.

Workplace Retirement Plans Out Of Reach For Many Americans, T. Rowe Price Says

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Retirement-plan access is also hampered by gender and racial inequities, firm strategists said.

Employees Want Help Dealing With Financial Stress, Survey Says

by FA Staff

Worry about inflation is hurting job performance, NAPFA says.

How To Reduce The Pain Of RMDs

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There are a few legal work-arounds to reduce the sting of selling in a down market.

CAPTRUST Acquires Kansas Firm With $125M In Assets

by FA Staff

Danda Trouvé Investment Management, led by Michelle Trouvé, is CAPTRUST's 60th deal since 2006.

Battered Tech Stocks Are Hammering 401(k) Retirement Funds

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Meta, Amazon and Apple are big holdings in the nation's most popular retirement funds.

A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

Secure 2.0 Can Be A Conversation Starter For Advisors

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The pending legislation could make it easier for workers to enroll in retirement plans.

62% Of Workers Are Reducing Savings Because Of Inflation, Morgan Stanley Says

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Nearly a third of workers said they were reducing 401(k) contributions, according to the survey.

IRS Increases 401(k) Limit By Record Amount As Inflation Surges

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The changes mean retirement savers who are 50 or older can now save a combined $30,000 a year in their 401(k)s.

Even Millionaires Realize They May Need To Work Longer Than They Imagined

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Forty-two percent of millionaires in a Natixis survey are too worried to even think about retirement.

Andy Friedman Says SECURE 2.0 Should Pass After Midterms

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The legislation will increase the required minimum distribution age from 72 to 75.

Edelman Financial Engines Turns Page After Namesake Advisor Stepped Back

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The company's leadership is working to modernize and grow the $241 billion AUM RIA.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the firm said.

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