401k

Recapping the CARES Act’s Impact on Retirement Investments

The provisions of the Caronavirus Aid Relief and Economic Security Act, or CARES Act, have the potential to impact the retirement strategies followed by investors. U.S. News and World Report contributor Josh Goulding, in an article titled “How Does the CARES…

401k Loan Limits and the COVID-19 Pandemic Impact

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law March 27 offers some much-needed financial relief for folks battered by the pandemic’s economic fallout. In addition to cash payments, improved unemployment benefits, small business support, and other…

Jump-Starting Your Retirement Savings Plan

Quite a bit has been written about the inadequacy of savings across a wide spectrum of future retirees, and many times the culprit seems to be confusion on how to accomplish the process. The Motley Fool’s Christy Bieber, in a post…

Strategic Thinking on Deferred Compensation Withdrawals

With hundreds of thousands of 401k and IRA millionaires now looking at using these funds to support retirement, its time to recognize the importance of tax-effective strategies for withdrawals. In a post on www.forbes.com, contributor Stephen Chen takes a look at strategies…

No 401k? Don’t despair…you have some options.

Although millions and millions of workers do not have access to 401k plans like those offered by big employers, there are still steps they can take to avoid an insurmountable problem. And while help may be on the way via Department…

An Approach to Closing the Retirement Savings Gap

(Source: U.S. Department of Labor) U.S. DEPARTMENT OF LABOR ANNOUNCES PROPOSAL TO HELP SMALL BUSINESSES STRENGTHEN RETIREMENT SECURITY FOR MILLIONS OF AMERICAN WORKERS President Trump Seeks to Expand Access to Association Retirement Plans WASHINGTON, DC – The U.S. Department of Labor today…

More Thoughts on 401k Changes

In somewhat of a correlating report on President Trump’s “Strengthening Retirement Security in America” Executive Order (see today’s Headline Post), CNBC Personal Finance Reporter Sarah O’Brien offers conjecture on what might be happening this fall in the area of 4o1k regulations.…

Reflections on President Trump’s Executive Order on Retirement Savings

As the Labor Day Holiday Weekend arrived, President Trump traveled to Charlotte, North Carolina to officially sign his latest Executive Order, “Strengthening Retirement Security in America.” As explained in the numerous media accounts of the event, this presidential directive is aimed…

The Hidden Impact of Drawing from Retirement Funds Early

Just about everybody knows that the pathway to a secure and comfortable retirement is the accumulation of a nest egg. And one of the surest ways to build this nest egg is to stick to a steady plan of contributing…

Retirement Decisions and How They’re “Framed”

“Framing”…are ensuring that all aspects of a decision are clearly understood, is critical to the success of financial decisions you’ll make for retirement. Using Social Security filing as an example, economics editor for American Public Media’s weekly “Marketplace Money” show Chris Farrell…

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