401(k) Plans
The latest 401(k) advice, investing tips and options, as well as news and articles that focus on important 401(k) strategies.
Kotlikoff: Advisors Do Retirement Planning All Wrong
By Jane Wollman RusoffSocial Security and 401(k)s should be scrapped, too, the professor says, laying out his alternative retirement plan.
May 28, 2024
A Conversation with Cetera Financial Group's Head of Workplace & Retirement, Jon AndersonIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Anderson, who is head of workplace and retirement at Cetera Financial Group, about the rapid convergence of "retail wealth management" and "workplace retirement," with a special focus on what this big trend means for financial advisors seeking to grow their practices.
May 28, 2024
Ed Slott: Your Clients Have a Big 401(k) Rollover ProblemEmployees leaving companies need more help understanding their options and the tax consequences, Slott tells ThinkAdvisor.
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 06, 2024
A Conversation with Endeavor Retirement Founder Bonnie TreichelIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Bonnie Treichel, the well-known retirement legislation and regulation attorney who founded Endeavor Retirement and Endeavor Law.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.