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Stretch IRAs offer survivor and tax benefits
The next pitfall has to do with meeting a deadline. A properly titled account must be set up by Dec. 31 of the year following the date of death of ... -
Roth 401(k) plans give investors more options, potential
Employers have begun to broaden their retirement plan offerings by adding the option of a Roth 401(k) to their traditional plans. The Roth 401(k), first introduced in 2006, is finally ... -
How to stretch a dollar
Who wouldn’t like their funds to go further? From increasing savings to paying down debt, additional cash flow can be a real game-changer. Unfortunately, the recent elevated levels of unemployment, ... -
Getting ready for retirement
Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ... -
How to invest if tax rates increase
The fiscal cliff is right around the corner. The combination of tax increases and spending cuts which are currently scheduled to occur at the beginning of 2013 could have a ... -
Rebalancing after the stock rally
Despite the uncertainties in Europe and the sluggish U.S. economy, the U.S. stock market has seen a dramatic move upward since October of last year. In fact, the market is ... -
Financial Focus: Shedding light on 401(k) fees
A new era in fee disclosure is about to begin in the 401(k) industry. New regulations implemented this year by the U.S. Department of Labor will improve transparency and expose ... -
Money moves for 2012
The New Year is a time to take a step back, reflect on the past year and consider what can be done to improve the future. In addition to typical ...
