Smarter Way to Budget for Health Care Costs: Retirement Scan
The best first step in preparing for health care expenses is to separate recurring costs from the less predictable ones; Plus. a proposal in Washington calls for required minimum distributions for Roth IRAs.
More in IRAs/401K
Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. more »
Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement. more »
Financial advisors and academics are helping retirees ensure their spending plans are on track by offering drawdown strategies that can adjust to age, account balance and other factors; Plus, five benefits of a capital gains retirement strategy. more »
Advisors should advise clients to avoid buying a one-size-fits-all product and to check offerings by as many carriers as possible before making a decision; Plus, how to counsel pre-retirees who want to give financial assistance to their adult children. more »
Following a favorable IRS ruling, the popularity of these retirement plans has been on the rise. Here's what advisors need to understand about offering them to clients. more »
Investment advisors should act in their customers' best interests, President Obama says. Here's how they don't, and how it can hurt investors. more »
Pension plans grew 89% over the last 10 years, while GDP increased just 42%; Plus, provision in budget proposal that would prevent high-income workers from contributing to their 401(k) plans. more »
The president insists that fiduciary requirements must apply to brokers working in the retirement space to protect investors from conflicted advice. more »
As controversial fiduciary proposal to curb conflicted retirement advice heads to White House for review, insiders see exemptions permitting commonplace brokerage business models. more »
Clients who are financially knowledgeable incurred annual investment returns that are 1.3% higher compared with those who are not; Plus, the disadvantages of a retirement buckets strategy. more »
The White House plans to throw its full weight behind a Department of Labor proposal to make it harder for brokers to push higher-fee mutual funds or other expensive retirement investment products. more »
Converting a traditional Roth IRA for the benefit of heirs doesn't always work as planned. Help your clients run the numbers. more »
Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan. more »
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