Retirement

The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Why they should stay up-to-date with mergers and the financial difficulties of their past employers.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Knowing how and when to withdraw can save clients big in their golden years.

The freedom to choose a more conservative retirement model is predicated on using a lower withdrawal rate.

Donating appreciated stock to charity may be one way to offset a surcharge that is expected to increase in 2018.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

The advice environment for participant rollover choices is muddled as plan providers struggle to gear up for the DOL’s rule.

Although the open enrollment comes in less than two months, seniors are advised to start preparing as soon as they can to save on premiums, co-payments and prescription drugs.

Approaches may differ based on client base and advisory business model.

Approaches may differ based on client base and advisory business model.

Clients and advisers must work closely together to secure a client’s golden years.

Cheap and fun choices abound for those who are counting their pennies.

They go for $1 each on the underground internet where illegal online transactions occur. PayPal account numbers command the highest price.