How the Windsor Decision Affects Retirement Plans
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.
Q&A Time: Sweep Accounts, Flex Spending Accounts and Insurance Penalties
Is a flex spending account worth it? We discuss the tax savings in our “Money Talks” Q&A Segment.
How Much Annual Income Can Your Retirement Portfolio Provide?
Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.
Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Retirement Confidence on the Rise, Survey Finds
Retirement confidence seems to have improved from record lows over the past five years, according to the 24th Annual Retirement Confidence Survey. Read more findings in this Financial Tip.
Factors to Consider When Investing for Retirement
Bil Lako, CFP® and Dr. Gene Henssler discuss the three main factors you should consider when investing for retirement, and how they are related.
15 Facts about Social Security
Social Security has grown to include several other benefits; therefore, it’s likely it will play a role in your future. Read more in this Financial Tip.
A Backdoor Into a Roth IRA
If you earn more than the income limits for a Roth IRA, it doesn’t mean you cannot take advantage of the tax-free growth a Roth IRA offers.
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress
Don’t fall for these five key risks when saving to your employer-sponsored retirement plan. Read all about it in this Financial Tip.
Annual Retirement Confidence Survey
If you exclude home equity values and pension plans, more than a third of all workers have less than $1,000 in total savings and investments.