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Tag "Ilene Davis"

Gig Workers Saving for Retirement – What’s in Their Best Interest?

    Gig Workers Saving for Retirement – What’s in Their Best Interest?

If you are an active member of the gig economy, you don’t need to wait for Congress to act to start saving for retirement. You can begin saving right now. And, depending on your specific situation, you may just be able to save faster than you think.

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How Can Fiduciaries Use New Tax Cuts to Nudge 401k and IRA Retirement Savers?

    How Can Fiduciaries Use New Tax Cuts to Nudge 401k and IRA Retirement Savers?

There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.

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If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

    If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

Congress may be zagging when common sense says it should be zigging. Or maybe not.

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Retirement Pros Reveal Worst Fears Regarding Tax Reform

    Retirement Pros Reveal Worst Fears Regarding Tax Reform

While much has been written of the lack of retirement savings among Americans, the most widely talked about change – lowering the cap on tax deductions – could exasperate the lack of retirement savings.

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Social Security – A Promise Breaking?

    Social Security – A Promise Breaking?

While Social Security is not going “bankrupt,” it’s clear it will have to change in both a fundamental and disruptive way.

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The True Legacy of Ben Franklin’s Last Will and Testament

    The True Legacy of Ben Franklin’s Last Will and Testament

Why did Philadelphia’s fund grow slower than Boston? Davis says, “If they had been invested for the same time at the same rate, there would be no difference, so it would appear that Philly got lower returns on funds invested than Boston.”

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How the Media and Markets Conspire to Thwart Retirement Savers

    How the Media and Markets Conspire to Thwart Retirement Savers

Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.

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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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Why aren’t 401k Plan Sponsors and Participants Asking These Questions?

    Why aren’t 401k Plan Sponsors and Participants Asking These Questions?

Remember, it’s not what you know that’s important, it’s knowing that you don’t know what’s important that’s important.

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Do State-Run Retirement Plans Breach Fiduciary Duty?

    Do State-Run Retirement Plans Breach Fiduciary Duty?

Exempting government officials from the same fiduciary standards imposed on private providers places retirement savers at undo risk.

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