Tag: retirement plan advice

They include calculators that show the impact of increasing contributions and a Roth analyzer, among other things.

Educators who work with a financial professional exhibit more effective financial behaviors over time, have higher mean annual contributions, increase their contributions more frequently, and are more likely to monitor their account performance than those who do not, a survey finds.

Individuals who have an adviser are more likely to be on track to create adequate retirement income—by a wide margin, a study by Empower found.

Plaintiffs include in their complaint a substantial amount of backward-looking fund performance data to underpin their failure to monitor claims, comparing the Home Depot offerings to others that could have been purchased.

The net result of the Tax Cuts and Jobs Act is that many clients will have a lower effective tax rate, and this can have a direct impact on small pass-through business owners’ decisions about running retirement plans.