Portfolio

Updated Friday, July 25, 2014 as of 2:44 AM ET

Portfolio

How to Enhance 401(k) Plans: Thursday's Retirement Scan

Our daily roundup of retirement news your clients may be thinking about.

How to fix the 401(k) and income inequality in one fell swoop
A former federal official has proposed to reduce the tax benefits of 401(k) contributions to high-income workers, and to establish a universal 401(k) plan that would have features, such as low fees and automatic enrollment, to fix the retirement system. The proposed universal 401(k) plan was considered in the past, but it failed to gain support in Congress. The government could still have other options to address the problem, such as cutting the federal estate tax exemption. --CNN Money more »

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When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »

How to Learn to Stop Worrying About Rates and Love the Fed

If you’re concerned that the Federal Reserve will derail the bond market when it finally starts raising interest rates, the last two tightening cycles suggest those worries may be overblown. more »

Health Care Reform Tax Issues for 2014

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Julius Baer CEO Says Russian Clients Less Active Amid Tensions

Julius Baer Group, Switzerland’s third-largest wealth manager, said its affluent Russian clients were less active in the first half of the year amid political tensions in the region. more »

3 Planning Rules of Thumb: Monday's Retirement Scan

What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »

PIMCO Leads in Active ETF Market

With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall. more »

With ETFs, Worldwide Outpaces Domestic Growth

While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide. more »

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