A new law helps employers offer retirement plan annuities, but doesn’t make annuities a better choice for most workers.
Read More
A New (But Not Improved) Retirement Option
Tag Archives: Retirement Planning
‘Stretch IRAs’ Snap Back
Just in time for the new year, Congress moves to change IRA rules to make “stretch IRAs” considerably less flexible.
Read More
What Is Retirement, Anyway?
Retirement can mean almost anything, but the best retirements often satisfy emotional needs formerly met by our jobs.
Read More
Not Another Year-End Financial Planning Article
What is the best day to begin executing year-end financial strategies for 2019? That would be tomorrow.
Read More
A Retirement Planning Opportunity Goes Away
The new tax law strips taxpayers of a rare opportunity to get a do-over.
Read More
A Retirement Planning Strategy Goes Away
Congress set out to fund Social Security disability by curbing a retirement strategy, but the move will have unexpected results.
Read More
IRS Offers A Direct Path To Greater Savings
An IRS pronouncement makes tax planning clearer while opening new tax-advantaged retirement savings strategies.
Read More
Be Careful: You Might Live to 150
A thought-provoking ad campaign can get people asking the right questions. Just don’t look to marketing for all the answers.
Read More
Retirement Grows Up
Retirement is a relatively young financial concept. It is changing as it matures.
Read More
When One IRA Window Closed, Another Opened
A new law killed the “stretch IRA” strategy for nonspouse heirs, but it spawned another opportunity to aid some beneficiaries.
Read More