Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
How a Client's Solo 401(k) Can Become a Mega Backdoor Roth IRA
By Ginger SzalaAfter-tax contributions are the key to using this strategy, says Ed Slott & Co. expert Ian Berger.
August 23, 2021
Christine Benz Calls Semi-Retirement a 'Phenomenon'More retirees are choosing to stay partially in the workforce for financial and other reasons, the personal finance director tells ThinkAdvisor.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
August 23, 2021
4 Lessons From Recent 401(k) LawsuitsLearning from others' mistakes can help plan sponsors avoid time in court.
August 20, 2021
DOL's Lifetime Income Annuity Interim Rule Is Flawed, ERISA Lawyers SayThe lifetime income illustrations are confusing, the lawyers say.
August 20, 2021
SEC Charges San Antonio Advisor in $58M Investment ScamThe advisor used investor funds to pay for personal expenses including two weddings and a divorce, the SEC says.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.