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Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.
January 19 -
In 2015, lower-paid plan participants contributed an average of 5.8% of their salary into their 401(k) plan, while higher-paid participants contributed an average of 6.9% of their salary to their workplace retirement plan.
January 19 -
One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'
January 18 -
The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.
January 17 -
Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?
January 14 -
Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.
January 13 -
Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.
January 12 -
Clients are advised by a panel of experts to remain calm while rates increase; Plus, clients can gain more security by ignoring a budget and saving automatically.
January 11 -
A widow unaware she could claim spousal benefits before claiming her own dramatically increases her retirement income, thanks to guidance from her advisor.
January 11 -
Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.
January 11 -
Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.
January 7 -
Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.
January 6 -
Those who truly put clients first may sometimes advocate strategies that cut their own incomes.
January 6 -
Client who postpone planning need to specify their fears, hopes and aspirations; Plus, helping clients avoid a 401(k) hit.
January 5 -
The funded status of the nations largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.
January 5 -
The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.
January 4 -
The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.
January 4 -
Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.
January 4 -
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Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.
December 31

