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| Inheritance Pathways Exist to Replace Stretch IRAs |
| The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
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| A Crash Course in Social Security Maximization |
| Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies.
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| Participants Not Up to Speed on Distribution Options |
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“There can be huge consequences from making the wrong decision, ranging from taxes and penalties to higher fees and risky or poor performing investments,” says Ric Edelman, with Edelman Financial Engines.
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| Dissecting the Custom Target-Date Fund Market |
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The 2019 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide breaks down the custom TDF market by provider, series name, glide path landing point, number of funds per series, and according to the underlying fund vehicle.
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| Plugging the Leak: Uncashed Distribution Checks |
| Drip… drip… drip. The slow drip of defined contribution plan leakage continues.
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| 401(k) Investors Continue to Flee Equities |
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The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight.
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