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.
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 28, 2022
Top 10 Retirement Reforms in Bill Up for House Vote TuesdayPassage by the House of the Securing a Strong Retirement Act of 2022, or Secure Act 2.0, is anticipated late tomorrow.
March 25, 2022
Debate: Should Retirement Reenrollment Be Made Automatic?The Auto Reenroll Act of 2022 would require workers to reevaluate their decision to opt out of some plans every three years.
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 23, 2022
Time Is on Group Long-Term Care Insurance Sellers' SideThese days, the average age of a typical employer group is over 45.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 18, 2022
TDFs Overwhelmingly Use TIPS to Hedge Inflation: CerulliTIPS may be a hedge for sharp, unexpected increased in inflation, the report says, but are relatively expensive.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 14, 2022
10 Top Retirement Bills Introduced in 2022They affect retirement benefits for part-timers and COVID-19 emergency service workers and would tweak Social Security.