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Posted today (23 hours ago)

Forbes

Retirement Savers Are Losing $17 Billion A Year From Fake News And Conflicts of Interest
Forbes
If you want to take things a step further, see these ten questions you should ask your financial advisor the next time you find yourself in their office. You deserve to know what's happening with your money, without any cloudy explanations, denials, or ...


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Posted today (2 hours ago)

Investopedia

Should You Draw From Your IRA Early?
Investopedia
Individual retirement accounts can act as a savings supplement to an employer-sponsored retirement plan and more than one-third of U.S. households owned at least one IRA in 2017. Collectively, retirement savers held $8.4 trillion in their IRAs, making ...

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Posted on Oct 10, 2018 (5 days ago)

LPL Appoints New Retirement Plan Advisor Boss
Financial Advisor IQ
Additionally, in the past two years LPL has seen the departures of three advice practices with large retirement plan operations, including Independent Financial Partners, Resources Investment Advisors and Ingham Retirement Group, according to the ...


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Posted on Oct 12, 2018 (2 days ago)

LGBT Retirement Savers Take Bigger Investment Risks, Study Finds
Financial Advisor Magazine
“MassMutual's study shows that many LGBTQ retirees and pre-retirees may benefit from consulting a financial advisor about their retirement investment goals, something less than half currently do, and may benefit from help leading into retirement and ...


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Posted today (4 hours ago)

Nick Strain: Investors Want to be Prepared For the Next Financial Crisis
Financial Advisor IQ
“They want to make smart decisions and plan ahead by asking these questions to ensure they don't make a big mistake, which can significantly affect their retirement goals later on,” says Strain. Here are the top three financial security-related ...


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Posted on Oct 11, 2018 (3 days ago)

CNBC

Market sell-off is something your 401(k) should take advantage of: Financial advisor
CNBC
Market sell-off is something your 401(k) should take advantage of: Financial advisor. 4:56 PM ET Thu, 11 Oct 2018. Courtney Dominguez of Payne Capital Management and Jeanne Thompson of Fidelity discuss how they're advising their retirement planning ...


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Posted today

New Nationwide survey reveals Millennial business owners focus on retirement more than Gen X or Baby Boomers
PR Newswire (press release)
... 2018, Nationwide is one of the country's largest providers of retirement plans, serving plans of all types and sizes. To learn more about retirement plans and the resources provided by Nationwide, visit www.nationwide.com or contact your financial ...


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Posted today

Pro-Rata Rule Being Phased Out for TSP Distributions, but Still Applies Elsewhere
FEDweek
The “pro-rata rule” affects distributions from retirement accounts. This rule requires that pre-tax and post-tax money be withdrawn proportionally from retirement accounts. Currently the Thrift Savings Plan requires that, for those of us with both Roth ...


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Posted on Sep 19, 2018 (26 days ago)

CNBC

How the new tax code changes retirement saving
CNBC
The new tax code makes a big change to the individual retirement account landscape, according to financial advisor Winnie Sun. People are no longer allowed to go back and recharacterize their individual retirement accounts — if, for example, they ...

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Posted on Oct 1, 2018 (13 days ago)

Financial Planning

The bull market could ruin your retirement
Financial Planning
To create a good plan, women are advised to discuss the matter with their spouses and children, consult a financial advisor and designate a trusted individual to ensure that their medical needs will be adequately addressed. It is also important that ...


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