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Tag "Rick Rodgers"

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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Coming Soon From a 401k Plan Sponsor Near You: A New and Improved Focus on Participant Education

Until communication education becomes generally accepted and standardized, it may be safer to rely on an Annual Education Program rather than an Education Policy Statement.

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