Basic Members
The #1 Retirement Saving Goal for People in Their 50s and the Most Useful Strategy to Get There
“While it is preferable to start at a young age, you are never too old to start making good financial decisions. If you have made mistakes in the past, it is important that you recognize where you went wrong, and start taking the proper steps to fix any issues you may have created, so that you can move towards a healthier financial state.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/17
Tax Reform, New DOL Secretary, and Hammering Index Funds.
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.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.