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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The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11 -
Sixty-six SEC whistleblowers were awarded $387 million for a “job well done,” according to the commission's whistleblower attorney Stephen Kohn.
November 11 -
The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.
November 7 -
Advisors keep fleeing the wirehouses but given a fair deal, established RIAs make a good landing pad, observers say.
November 7 -
Researchers blame the immaturity of the system and poor choices made by those planning to retire.
November 6 -
The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5 -
Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.
November 4 -
Two of the new hires have more than 20 years of industry experience each.
November 4 -
The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.
November 4 -
Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.
October 31
