May 31, 2015 | 401k, Asset Allocation, Company Retirement Plans, Retirement Plans
In a revealing reuters.com piece, Liz Weston writes that “LOS ANGELES -U.S workers are losing at least $24 billion in retirement plan contributions each year by failing to take full advantage of company matches, according to recent research by 401(k) adviser Financial...
May 27, 2015 | Boomer Retirement, Planning for Longevity, Protect Your Family, Retirement Plans
“A very rich person should leave his kids enough to do anything but not enough to do nothing”–Warren Buffett “Expecting mom and dad to help fund your retirement by leaving you an inheritance? Don’t count on it,” writes Anne Tergesen in an excellent...
May 23, 2015 | 401k, Pension Parameters, Tax Planning and Deductions
If you keep abreast of Supreme Court rulings, you may have read the one recently issued that pertains to 401(k) fees, and the particulars—and impact—of the decision are certainly worth discussing with your financial adviser.(Commenting on the news, Pension Parameters...
May 19, 2015 | Tax Planning and Deductions
The IRS tells you what it thinks, but what about what’s on your mind? (No harsh language, now.) Anyway, maybe being a member of the IRS Advisory Council is of possible interest to you, and if so, it’s all spelled out in this announcement: WASHINGTON — The Internal...
May 16, 2015 | Planning for Longevity, Retirement Plans
A story by Rebecca Riffkin for gallup.com on when Americans expect to retire makes for interesting reading. Excerpts from the piece: “WASHINGTON, D.C. — Nearly four in 10 non-retired Americans, 37%, expects to retire after age 65. This percentage is consistent...
