Tag: retirement accounts
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...
May 26, 2025
Have you ever been on a road trip, seen the “low fuel” light blink on, and suddenly realize you have no idea how far it is to the next station? Retirement planning can feel a lot like that, with the added complications of not knowing either your expected fuel economy...
Jul 1, 2024
How safe is your IRA? Not from economic ups and downs, but from your own vulnerability to scammers? While financial scams are often perceived as targeting senior citizens, younger generations are equally susceptible. Two examples of people who suffered serious...
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...
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...
