Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
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Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.
August 13 -
Clients who retire early are more likely to experience bouts of anxiety and self-doubt.
August 12 -
Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.
August 9 -
The new recruits bolted from Morgan Stanley after nearly 20 years with the wirehouse and its predecessor firms.
August 9 -
Just 62% of women are protected compared to 76% of their male counterparts, research shows.
August 8 -
Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.
August 6 -
The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.
August 5 -
The new recruits join the firm’s employee channel from both wirehouses and the independent space.
August 5 -
Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.
August 2 -
If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.
August 2 -
Those who didn't save early may miss key opportunities, experts say.
August 1 -
Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.
August 1 -
“Do yourself a favor and start saving early,” an expert says.
July 31 -
“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.
July 29 -
Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.
July 26 -
For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.
July 25 -
The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.
July 25 -
The bank is taking a cue from FANGs and using data to personalize clients’ experience.
July 24 -
Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.
July 23
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