FiduciaryNews


Retirement Savers’ Most Taxing Misconceptions

    Retirement Savers’ Most Taxing Misconceptions

Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.

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The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There

Quite the opposite from being “over the hill,” those in their forties may find they’re still slogging up hill in terms of saving for retirement.

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What if the DOL Wrote the Rules of Golf?

    What if the DOL Wrote the Rules of Golf?

Don Trone offers an amusing take on a current issue of interest.

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Compliance

Are We Better Off With or Without ERISA? And What are the Implications?

    Are We Better Off With or Without ERISA? And What are the Implications?

Thar’s gold in them thar retirement plans! Who could blame cash-starved states from trying to get a piece of that action? On the other hand, there’s plenty of blame when the regulatory arm created to protect employees places politics ahead of the best interests of retirement savers.

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Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

    Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

“Benchmarking your plan’s fees is important step to carrying out your fiduciary responsibilities.”

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Conflicts of Interest

10 Reasons Why It’s Better to Rollover Your 401k into an IRA

    10 Reasons Why It’s Better to Rollover Your 401k into an IRA

There are any number of reasons to get your money out of an old employer’s 401k plan. Here are 10 of them.

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Due Diligence

How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

    How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

These are the times it’s most important for fiduciaries to learn how to say “no” to clients who feel compelled to set their own best interests aside just to chase investment performance. No one is saying that’s an easy job.

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Education

Retirement Savers’ Most Taxing Misconceptions

    Retirement Savers’ Most Taxing Misconceptions

Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.

This content is free but available only to those who have registered with FiduciaryNews.com as a Basic Member. You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to complete your registration now simply by clicking the “Complete Registration” button to get access to this and other members-only content. If you do not have a login click here to register now. In the future you will be able to upgrade to benefit from premium content available only to Professional and Preferred Members.

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Interviews

Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”

    Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”

The retirement world will change, whether the industry wants it to or not. One thing is for sure, though, “financial literacy efforts, while effective for such matters as personal budgeting and proper use of credit, can’t overcome the huge knowledge gap that exists between individual investors and those who stand ready to prey upon them.”

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