The Tax Cuts and Jobs Act preserved the sanctity of the treasured retirement contribution deduction – it even made it more important – but it also did a few things that might surprise some business owners.
Posts From Christopher Carosa, CTFA
Retirement policy freak out, fiduciary rumbles, and “She Loves Fees” (yeah, yeah, yeah).
“First, we need to recognize we have a problem that affects all Americans and then work to find the basic solutions we can agree on. The longer we wait, the more people will suffer and the more expensive it will be.”
A “Universal” Solution, forward and backward fiduciary steps, and everything old is new again.
The financial decisions people make can reaffirm their perceived reality. A tweak here and there can change that reality.
Fiduciary baby steps, the counterpoint on “low” fees, and don’t look now, but…
Math Anxiety can hurt retirement saving. Reversing the overall condition may be complicated. We can, however, isolate its negative impact on retirement and possibly reduce those effects.
Risk without reward, fiduciary law precedent, and, yes, high fees are bad.
Are you afraid you might freak out if you see the results of a bad quarter reflected in the statement you are about to open? Read this and learn how to train yourself to avoid making rash (and wrong) decisions.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/1/19
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as