Divorce Destroys Finances of Americans Over 50, Studies Show

Jul 19, 2019

There are few things more devastating than divorce. Even the very wealthy can find it financially draining, emotionally harrowing and just plain messy.

The Evolution of 401(k) Record-Keeping Technology

Jul 18, 2019

Innovation, much of it facilitated by technology, has helped advisors desiring to work with small businesses in the retirement plan space, but it has been a long road.

How Advisors Can Benefit From State Auto-IRA Plans

Jul 18, 2019

California's state-mandated auto-IRA program charges participants almost 1% in fees, opening up an opportunity for tech-enabled advisors.

Relief Allowed for Missed Rollover Deadline

Jul 16, 2019

Tax Court finds both that a bookkeeping error caused delay and that the petitioner was entitled to a hardship waiver.

Strategies for Improving 401(k) Performance

Jul 10, 2019

Workplace retirement plans are becoming more central to individuals’ financial lives.

Investing in Traditional IRAs Versus Roths

Jul 09, 2019

Factors that make conversion more attractive.

How Your Clients Can Hack Their Retirement Plans

Jul 09, 2019

Their future selves will be thankful.

Medicare and Social Security Milestones

Jul 02, 2019

The rules for enrollment in Medicare are complex. There are lifetime penalties for getting it wrong. Here are the Medicare and Social Security milestones clients need to remenber.

California Opens Its State-Run IRA

Jul 01, 2019

The state is offering a retirement account option designed to provide a retirement solution for millions of its residents.

Five Reasons Some Clients Shouldn't Use Their 401ks

Jul 01, 2019

Sometimes there are better places for that portion of their paychecks.