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 additions came amid a revamping of the firm’s independent advisor compensation.
December 24 -
The change would affect seniors who converted traditional accounts to Roth and paid taxes for the benefit of their heirs.
December 23 -
Female clients should start as early as possible and take advantage of the employer match, contributing at least 15% of their income.
December 19 -
Retirees are advised to closely manage their RMDs, look for strategies to maximize their tax-free income and take advantage of their HSAs.
December 18 -
Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.
December 17 -
Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.
December 16 -
One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.
December 13 -
Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.
December 12 -
Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.
December 11 -
"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.
December 10
