Tag: retirement plan distributions

Underestimating Longevity Risk

Americans’ projections about their own life expectancy often miss the mark, which can create problems in retirement.
Art by Daniel Shaffer

The Full View

The merits of pulling in participants’ external financial information.

Cash-Out Concerns Ahead of Tax Season

Workers in the U.S. still have plenty of time to file their 2021 taxes with the IRS, but advisers can take steps now to remind their clients of the potentially disastrous consequences of early retirement plan cash-outs.