-
February 4, 2019By combining multiple tax-advantaged accounts, retirement savers may get a clearer picture of where they stand in meeting their retirement goals.
-
January 22, 2019In part two of our two-part series, we explain the various rules for eligibility, contributions, rollovers, transfers, and distributions for Roth accounts.
-
January 18, 2019Defined contribution plan sponsors should include a diversified fixed income offering for a strong, fiduciary-built investment menu.
-
January 14, 2019In part one of a two-part series, we explain why Roth accounts are more compelling than ever.
-
January 7, 2019The new tax law deems alimony payments as tax-free income, so it no longer qualifies as earned income and cannot be used to fund an individual retirement account.
-
December 18, 2018Here are the 10 most popular retirement columns of the year. “Backdoor" Roth topped the list.
-
November 12, 2018Now is the time to review your retirement plans to maximize potential savings for you and your family. Here is part 1 of our annual year-end checklist.
-
November 5, 2018Retirement savers will get more savings opportunities as most limits have increased for 2019.
-
October 17, 2018If offered, a participant in a qualified retirement plan can purchase a life insurance policy inside their account. But there is a maze of rules about taxes and various exit strategies.
-
August 23, 2018Forget the old idiom about looking a gift horse in the mouth: If someone dies and leaves you an IRA or 401(k), it may be OK to say, "no way."
-
August 3, 2018With so much confusion about lifetime required minimum distributions (RMDs), here are some key points on the right way and time to begin withdrawals.
-
July 5, 2018Many employer-plan participants are unaware of rules that allow them to take a cash distribution and/or roll over their assets to an IRA while still on the job.
