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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/15/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/15/16

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Who is Using The Child IRA Right Now

    Who is Using The Child IRA Right Now

The Child IRA is not only a great idea, it’s an active strategy being used by professionals right now.

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How to Take Advantage of The Child IRA Under Current Laws

    How to Take Advantage of The Child IRA Under Current Laws

Current or prospective parents and grandparents may be interested in looking into child modeling as a way for their children and grandchildren to generate the earnings necessary to take advantage of The Child IRA.

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Everything You Always Wanted to Know About The Child IRA

    Everything You Always Wanted to Know About The Child IRA

How $1,000 a year through the end of high school can give a newborn baby at $2.25 million head start to living a comfortable retirement!

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/8/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/8/16

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Should a Fiduciary Use Historic Returns or Economic Forecasts when Making Retirement Return Projections?

    Should a Fiduciary Use Historic Returns or Economic Forecasts when Making Retirement Return Projections?

Between using past performance to suggest future results and using forecasts to try to time the market, which is the lesser evil?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/1/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/1/16

Fiduciary Twists, Behavioral Subtleties, and Market Timing Failures.

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Best Savings Strategies for Employees with Bad Retirement Plans

    Best Savings Strategies for Employees with Bad Retirement Plans

Why do we encourage employees to look for blame in their company’s plan when they shoulder the bulk of the responsibility for whether or not they retire in comfort?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/24/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/24/16

Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.

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Exclusive Interview with John Bogle: Industry “Crying Out for Change”; says Fiduciary Rule “a Turning Point”

    Exclusive Interview with John Bogle: Industry “Crying Out for Change”; says Fiduciary Rule “a Turning Point”

Here’s the raw, uncut interview with the straight talking industry giant who was on to “fiduciary” before we even knew what it was.

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