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Articles tagged: Retirement
Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries. Read More
Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit
George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. Read More
Fraud Prevention for Suckers
Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. Read More
Finances in Marriage: 3 C’s to Address Discontent
Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future. Read More
How Small Businesses Benefit from the SECURE Act
Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses. Read More
The REIT Income for Retirement: 6 Reasons to Invest in REITs
Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need. Read More
Invest Tax-Advantaged Retirement Funds in Private Equity for Growth
Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you? Read More
America’s Retirement Crisis: Problems and Solutions
America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67? Read More
Know When It’s Time to Switch Your Retirement Plan Service Provider
Evaluate Your 401(k) Service Provider with These Questions The new year is a great time to take stock of your company offerings, and for plan sponsors, that should include a thorough review of your retirement plan provider. With fiduciary duty on the line, not taking the time to carefully review and make any changes can […] Read More
4 Steps All Companies Should Take to Protect Themselves from a 401(k) lawsuit
401(k) lawsuits are on the rise. Take these four important steps to ensure retirement plan options are transparent and reasonable. Read More