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Five Tips for Getting Smart About Retirement Right Now

Retirement planning is more important than ever before as people are living longer and having to support themselves for a longer time period after retirement. Here are five tips to help you get on the right path, at any age: 1. Start Saving For Retirement

SSRA Clears Ways & Means; Hope Springs Eternal for Full Vote

…is real, and will only get worse without easier pathways to saving and encouraging workers to start planning for retirement earlier in life. This legislation expands automatic enrollment, simplifies many retirement plan rules, and strengthens small businesses’ ability to offer workplace retirement plans, to make…

The CARES Act and Your Retirement Plan

planning your short-term financial future. And, as always, consult with a tax professional when taking a distribution or loan from your retirement plan, and for more details on how it may impact your individual financial circumstances. But can a company whose retirement plan does not…

Good Window of Opportunity for Roth IRA Conversions

The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning considerations, Roth IRAs have several important advantages over traditional IRAs: Unlike a traditional IRA, a Roth IRA distribution is tax-free if you’ve…

Leaving the 401(k) Alone

That gust of wind you felt on the afternoon of November 2nd was the collective exhalation of relief by employees, employers and retirement planning professionals everywhere. The reason? Despite a high level of concern in many quarters over speculation that the Republicans’ “Tax Cuts and…

BOLI– Why the Benefits Outweigh the Concerns

…years, or beyond, and that can make planning a challenge. The long-term nature is why bankers often use this asset to offset long-term liabilities such as healthcare and retirement costs. In addition, BOLI can be used as a great alternative investment to generate income when…

Why is Tax Reform So Difficult?

…Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences….

When Black Swans Appear in Financial Markets

…screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds…

Portfolio Rebalancing in the Recent Market Environment

…Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences….

Pensions, Retirement and Markets: 5 Questions for 2018

…Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of…

How Should Retirees Approach the Decumulation Phase of Their Retirement Savings

…informed outlook. Consider investigating an annuity. As illustrated above, these can guarantee income for a retiree’s lifetime, and/or that of their beneficiary. Meet with a qualified financial advisor who specializes in retirement planning. Ideally this will have already been done during one’s working years, but…