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Tag "Child IRA"

Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings

    Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings

“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”

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Exclusive Interview: Kiplinger Retirement Report Editor Rachel Sheedy Reveals the One Retirement Question People aren’t Considering But Should

    Exclusive Interview: Kiplinger Retirement Report Editor Rachel Sheedy Reveals the One Retirement Question People aren’t Considering But Should

Before one can advise investors, it’s critical one know what they’re thinking and understand why they’re thinking it.

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Depending on Your Age, This Will Protect You from a Social Security FAIL

    Depending on Your Age, This Will Protect You from a Social Security FAIL

No one need place themselves in a “Blanche DuBois Scenario.” Each has the ability, no matter their station in life, to seize control over their own destiny. This applies to retirement as much as anything else. This article offers five specific ideas each to three typical age groups trying to protect themselves against the potential loss of Social Security benefits.

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How Financial Pros Teach Their Own Kids About Money

    How Financial Pros Teach Their Own Kids About Money

Think about it. Newborn babies keep their parents up all night. Knowing your adult child has a sizeable nest egg means being able to sleep soundly. And chances are you’ll spend your waking hours with less stress, too. Teaching your children to save early for retirement can achieve this healthy (and wealthy) goal. There’s no reason why financial professionals should be the only parents who know this little secret.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18

States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.

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Child IRA Chapter Excerpt: “Gaming & Saving”

    Child IRA Chapter Excerpt: “Gaming & Saving”

A family that plays together, saves together. Establishing a Child IRA benefits the next generation. Given its tremendous power, the Child IRA remains one of the most under-appreciated retirement savings tools available. In the remaining chapters, we’ll present a virtual “how-to” manual that shows how different groups of people can implement and enjoy the advantages of the IRA.

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Exclusive Interview: Ted Beck – 401k Process Must Be Demystified

    Exclusive Interview: Ted Beck – 401k Process Must Be Demystified

I am behind any idea that puts savings on autopilot and takes a lot of thought out of it. Take for example every time we get a raise in our salary. We should automatically have our savings contributions adjust accordingly when that happens.

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Exclusive Interview: DCALTA’s Jonathan Epstein Explains How You Might be More Familiar with Alternative Investments Than You Think

    Exclusive Interview: DCALTA’s Jonathan Epstein Explains How You Might be More Familiar with Alternative Investments Than You Think

“Casting a wider investment net on asset classes and alternative strategies, especially those that are designed to reduce risk, as increasing a sponsor’s fiduciary liability. That seems to be the misnomer, that the term ‘alternatives’ assimilates to higher risk or higher cost investments.”

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Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

    Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

But, as the cliché goes, “What about the children?” Arguably, it is minor children who have the best (and easiest) opportunity to shield themselves from a retirement crisis. They have the advantage of time (to maximize the benefits of compound interest).

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

State-run wrongs, advice vs. sales, and the consequences of fee compression.

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