04/19/2013

How to Get to Do-over on Your Roth IRA

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
Investors who convert to Roth IRAs can change their minds and reverse the conversion through a technique known as recharacterization.

04/12/2013

10 IRA Traps to Avoid

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
Don't let the complexity of these powerful retirement-savings tools trip you up. 04/05/2013

Making Sense of IRAs

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
Keys to navigating the complex world of IRAs 02/26/2013

Changing Jobs? Avoid Costly 401(k) Mistakes

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
With labor market turnover high, and workers’ confidence in retirement security at an all-time low, managing one’s 401(k) plan is more important than ever. Here’s a guide to the various options and their potential consequences. 02/20/2013

From "Fiscal Cliff" to Retirement Ravine

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
Protecting your nest egg is even harder now that higher federal payroll taxes and other levies have reduced personal income. 01/24/2013

Taxes: A Guide to 2013's Key Changes

Provisions of the American Taxpayer Relief Act of 2012 will affect mutual fund shareholders in 2013 and beyond. Vito Fronda, Lord Abbett Director of Taxation, takes a closer look. 11/30/2012

The Need for Advisors in Retirement Plans

"Set it and forget it" isn’t always the answer. 09/21/2012

"Taxmageddon" Is Coming: Are You Ready?

Mutual fund investors may be facing big tax hikes. Vito Fronda, Lord Abbett Director of Taxation, reviews what could happen, and some possible ways to minimize the impact. 09/21/2012

Lord Abbett's Year-End IRA Checklist

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
It's not too early to review your retirement savings plan and make sure everything is in order before the end of the year. 07/26/2012

Tax Alert: How to Prep for an Unlucky '13

By: Brian Dobbis, QPFC, QPA, QKA, Retirement Analyst, Private Wealth Group
If ever there were a time to consider putting more funds into tax-free municipal bonds, converting a traditional IRA to a Roth IRA, or realizing more investment gains in 2012, now may be that time. Here's why. 09/20/2011

401(k) Non-spouse Beneficiary Planning

Items 401(k) participants should consider when naming a non-spouse beneficiary.