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 Should Your Client Invest Their Bonus in 2025?
By Roger WohlnerBe mindful of taxes and special rules around stock-based compensation.
February 21, 2025
Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?Taxpayers can use a “backdoor” strategy of funding a traditional IRA and converting those funds to a Roth.
February 20, 2025
What Trump’s Tax Policies Could Mean for ClientsSeveral proposals could affect planning priorities for the near and long term.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
February 19, 2025
This Secure 2.0 Quirk Could Stop High Earners’ Retirement Catch-Up ContributionsThe fact that employers aren’t required to offer Roth accounts could have a big unintended effect.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
February 13, 2025
End Taxes on Social Security? Popular, Yes, With One Big DownsideA bill revived in Congress would enact President Donald Trump’s campaign pledge to cut Social Security taxes.
February 13, 2025
This Social Security Blueprint Would Raise Retirement Age for High EarnersA proposal from the Brookings Institution, intended to be bipartisan, contains ideas for both parties to dislike.