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Articles tagged: Retirement
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
Not Knowing Your Retirement Account’s Fees Can Cost You Plenty
As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees. Read More
What Investors Need to Know about Equity Crowdfunding: Part 2
There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing. Read More
What Investors Need to Know about Equity Crowdfunding: Part 1
Equity crowdfunding has changed in notable ways since its introduction in 2012, and is now primed to revolutionize how we finance companies and investments. Read More
2018 IRA Alerts Investors Will Want to Know
The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […] Read More
Retiring Abroad: Does Your Wanderlust Make Financial Sense?
Retiring Abroad May be Better When You’re Older, Wiser – and Richer While in college, did you ever dream of spending a year abroad? You might have hoped to study Spanish in Mexico, or perhaps you wanted to master art and architecture in Italy, or maybe you even considered college in China to learn engineering. […] Read More