The Rule dates back to the early years of the Reagan administration and has been updated annually for the past three decades.
Education
How knowing Greek Tragedy and Elizabethan Theater can help us live a better retirement.
If a choice between working longer or losing your house, which would you choose?
Like a car’s top-end gear, in the big picture 401k investing decisions are less powerful than most think.
Company matching has long provided a turbo boost for employees saving in their 401k plans. With the advent of auto-enrollment, will such matching go the way of the once popular crossfire injection?
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.
It’s like winning the lottery. In exchange for getting money you wouldn’t have otherwise received, you’ll have to give some of it to Uncle Sam. Uncle Sam gets more taxes. You get more money. It’s a win-win!
“The ultimate goal of a 401k plan is to maximize the participants’ retirement readiness.”
Tax-deferred compounding is the retirement saver’s silent partner on the journey to retirement success.
