Christopher Carosa, CTFA
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/17
The Changing Retirement Landscape, Cheap Fiduciary Talk, and See, We Told You So!
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.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/17
401k ascending, Fiduciary delayed but debated, and the perils of performance.
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/7/17
Bad Things, moving Fiduciary goal posts back, and fees that matter.
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/17
MEPs advance, the “New” Fiduciary and Caveat Emptor Investors!
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