How To Ensure A Successful Retirement

Most retirement plans dive deeply into details on the financial factors, but hardly any effort is devoted to the factor that contributes the most to a successful retirement. Since the pandemic began, however, people are spending more time than usual considering the really important retirement questions. As the pandemic forced lifestyle changes on people and made their vulnerability and mortality more apparent, surveys and reports indicated people were spending more [...]

April 6th, 2021|

Why You Should Schedule Your Annual Financial Checkup for Retirement Now

In light of the unforeseen circumstances of a global pandemic, it is now an optimal time to review your finances, diagnose how goals might have shifted and identify whether changes should be made. Given fluctuation across markets and shifting objectives, it’s become even more critical for individuals and families to review wealth plans through a holistic lens on a periodic—or better yet, annual—basis. Here’s a few considerations to take as [...]

April 6th, 2021|

Why You Should Schedule Your Annual Financial Checkup for Retirement Now

In light of the unforeseen circumstances of a global pandemic, it is now an optimal time to review your finances, diagnose how goals might have shifted and identify whether changes should be made. Given fluctuation across markets and shifting objectives, it’s become even more critical for individuals and families to review wealth plans through a holistic lens on a periodic—or better yet, annual—basis. Here’s a few considerations to take as [...]

April 5th, 2021|

How Is Your Retirement Money Invested? No Clue, Say Americans

That was true even for respondents between the ages of 60 and 67, a time when retirement is near, if not imminent. When broken out by gender, 39% of men didn’t know how their retirement funds were divvied up, compared with 59% for women. And while 35% of men said they had done a “very good” amount of planning and preparation for retirement and were fully on track, just 17% [...]

April 5th, 2021|

4 considerations for integrating emergency funds with retirement plans

Recordkeepers and plan sponsors agree that retirement plan participants sometimes need access to emergency savings, but a report from Commonwealth and the Defined Contribution Institutional Investment Association’s Retirement Research Center discovered that there’s little consensus about the best way to provide that. The report is based on interviews with nine of the largest U.S. recordkeepers and seven plan sponsors.

April 1st, 2021|

Tax Time Guide: IRS reminds taxpayers of recent changes to retirement plans

The Internal Revenue Service today reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts. A retirement plan account owner must normally begin taking an RMD annually starting the year he or she reaches 70 ½ or 72, depending on their birthdate and maybe the year they retire. Retirement plans requiring RMDs include traditional, Simplified Employee Pension Plan (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) Individual Retirement [...]

April 1st, 2021|
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