Tag: 401(k)
May 4, 2026
For decades, a divide has limited the options for American workers who are saving for retirement. Assets held outside of retirement plans have access to hedge funds, private equity, real estate partnerships, and other alternatives that move differently from the stock...
Mar 2, 2020
Higher Life Expectancy, Lower IRA Required DistributionsWatch this video on YouTube If you are over 72 and own an IRA, 401(k), 403(b), or TSP, you may be on the receiving end of a gift from the President. In 2018 he issued an Executive Order on “Strengthening...
Jan 27, 2020
SECURE Act Details and Your Retirement PlanningWatch this video on YouTube After my recent column on the SECURE Act, a client asked, “What are you going to do about this? It makes the planning we’ve done useless.” The good news is that, while the Act will...
Aug 12, 2019
Annuities Do Not Belong In 401(k) PlansWatch this video on YouTube Several weeks ago I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which will reform various aspects of US retirement laws. The Act was passed by the House in May...
Jun 10, 2019
A relatively radical bill moving through Congress will mostly eliminate passing on to heirs the benefits of tax-deferred and tax free IRAs. Why haven’t you heard anything about this money grab? Maybe because the bill has so much bipartisan support instead of political...
