Featured
The Secure Act 2.0 Is Here!
Aaron Levitt |
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Featured
Aaron Levitt |
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Justin Kuepper |
Let's take a look at best practices that you can use to rebalance your portfolio and optimize your risk-adjusted returns.
Justin Kuepper |
The Department of Labor's new rules could open the door to more ESG options (or even defaults) in 401(k) plans.
Aaron Levitt |
Annuities of all stripes have plenty of appeal for a wide range of scenarios. However, the decision to purchase one is not cut and dried.
Aaron Levitt |
While CDAs are a relatively new product and are still in their infancy, investors may want to have this annuity product on their radar.
Aaron Levitt |
Thanks to their steadfast guarantees, fixed annuities may offer the ballast and income generation that investors need and crave in the current high volatility environment.
Aaron Levitt |
Thanks to a set of recent proposals and platform upgrades, Fidelity is making it easier for investors in workplace plans to buy annuities to meet their income needs.
Aaron Levitt |
Given the benefits of fighting longevity and the ability to reduce RMDs, qualified longevity annuities could make a lot of sense for many investors.
Aaron Levitt |
Annuities offer the ability to provide steady income for a participant’s life. However, there are tax implications to consider.
Aaron Levitt |
The recent market malaise has brought sequence of returns risk back into the headlines. By purchasing an annuity, investors can eliminate much of that risk
Aaron Levitt |
Thanks to changes in interest rates and the tax picture, charitable gift annuities make a lot of sense these days for investors.
Aaron Levitt |
The contracts originally designed to fund wars during medieval times are attracting serious attention from the financial planning and defined benefit community.
Aaron Levitt |
For retirement success, using HSA first could be the best strategy for long-term wins.
Aaron Levitt |
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
Justin Kuepper |
Let's look at a few strategies that you can use to manage inflation and interest rate risk in your retirement portfolio.
Justin Kuepper |
Let's look at how non-savers can catch up, why existing investors should stay the course, and some tips to keep in mind.
Aaron Levitt |
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Aaron Levitt |
While Uncle Sam’s increases on retirement accounts weren’t as lucrative as previous years, they still offer savers the ability to sock away more
Aaron Levitt |
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Daniel Cross |
We’ll go down the list and break down the most common retirement investment vehicles and help you figure out which one is right for you.
Aaron Levitt |
Our retirement accounts now may need to last longer. This creates another set of headaches for investors and constitutes a bigger nest egg.
Wayne Anderman, CFP® MBA |
If we have learned anything over the past couple of years, it is that the foundations of a well-constructed financial plan can save us from ruin when things around us start to crumble.
Aaron Levitt |
Thanks to a variety of factors, the standard gauge for safe withdrawals doesn’t hold water.
Aaron Levitt |
The classic 60/40 portfolio has worked for a long time. Nonetheless, the forces at be have the concept falling flat for the new decade. Investors need to rethink.
Justin Kuepper |
Let's look at the concept of phased retirement and how you can use it to maximize your retirement assets.
Aaron Levitt |
Several asset managers, plan sponsors and fund providers have begun launching new products for retirement plans designed to be turned into streams of income.
Wayne Anderman, CFP® MBA |
Use time in the market and proactivity in financial planning to your advantage.
Justin Kuepper |
Let's take a look at how you can prepare to retire at 62 without risking your financial or emotional health in later years.
Aaron Levitt |
Both traditional and Roth IRA accounts, as well as 401(k) accounts, come with near- and long-term benefits. The question is, how do investors choose which one is right.
Aaron Levitt |
With light being shed on the world of mega-IRAs and the ability for upper income earners to use the account type to avoid taxes, changes are coming to the individual retirement account.
Aaron Levitt |
Retirement planning is hard on its own, but women face a different set of challenges.
Aaron Levitt |
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Aaron Levitt |
By paying taxes today and converting to a Roth account, investors could avoid paying taxes later on and ignore the dreaded required minimum distributions (RMDs).
Aaron Levitt |
For pre-retirees, the concept of Peak 65 is a major looming concern. But it’s one that can be dealt with by implementing careful planning.
Shauvik Haldar |
Check out our list of top performing target-date funds.
Aaron Levitt |
With measures of inflation recently running higher and closer to historic norms, retirees need to be vigilant about the market force.
Justin Kuepper |
Let’s take a look at how the Thrift Savings Plan, designed for government employees, could provide a blueprint for the rest of America and redefine retirement as we know it.
Aaron Levitt |
Despite being a tough nut to crack, the decumulation challenge can be tackled.
Justin Kuepper |
Let’s take a look at some of the best ways for self-employed individuals to save for retirement.
Justin Kuepper |
Let’s take a look at a few key pieces of advice to stop COVID-19 from derailing your retirement savings and income.
Justin Kuepper |
Let’s take a look at the four factors that influence retirement income and how the current market environment is affecting them.
Aaron Levitt |
There’s plenty of tax efficiency and flexibility when it comes to using a regular brokerage account.
Aaron Levitt |
With recent legislation and new rules from the U.S. Department of Labor, liquid alts could be coming to a retirement plan near you.
Aaron Levitt |
With broker-dealers and agents now acting in favor of clients, investors may be more inclined to add annuities to their portfolios.
Justin Kuepper |
Let’s take a look at the safe harbor provision that applies to these plans and how it affects employees.
Justin Kuepper |
Let’s take a look at the benefits that Social Security provides and tips on maximizing your benefits.
Aaron Levitt |
For investors and their advisors, thinking ahead to what Biden may do is just smart planning.
Aaron Levitt |
Thanks to new rules, investors will now start seeing revised income projections on a host of their investment accounts.
Aaron Levitt |
While complex and available in many forms, annuities can provide a steady stream of income payments.
Justin Kuepper |
Let’s take a look at two common mistakes to avoid during a downturn and three steps that you can take to safeguard your retirement portfolio.
Sam Bourgi |
Social Security was facing a major shortfall long before COVID-19, but the pandemic has accelerated the trend.
Justin Kuepper |
Let’s take a look at the impact of the COVID-19 pandemic on target-date funds.
Daniel Cross |
Our latest edition of trending funds series features 3 top performing retirement income funds.
Aaron Levitt |
Dubbed Reg BI, the rules are wide and have huge implications for the financial planning community. Read ahead to know more.
Aaron Levitt |
Dividend stocks have long been a great recession fighter but not all dividend stocks perform well. Read ahead to learn more.
Justin Kuepper |
The SECURE Act was signed into law in December to increase access to tax-advantaged accounts and prevent older Americans from outliving their assets.
Sam Bourgi |
A REIT is a company that owns, operates or finances income-producing real estate.
Featured Dividend Stocks, ETFs, Funds
$43.09
+1.03%
$11.32 B
487.35%
$210.00
-3.64%
-
NPNYY | Stock | ADR
$5.22
-3.87%
$13.37 B
58.92%
$3.08
17.53%
-
OROVY | Stock | ADR
$80.50
-4.46%
$10.93 B
42.61%
$34.30
-6.45%
-
AMKBY | Stock | ADR
$11.68
+0.09%
$42.43 B
26.48%
$3.09
4.01%
-
$3.49
-0.57%
$15.28 B
18.22%
$0.64
4.49%
-
SNPMF | Stock | Common
$0.52
+1.96%
$95.77 B
17.73%
$0.09
6.54%
-
$32.84
-2.12%
$18.23 B
17.46%
$5.73
-1.18%
-
$20.68
-0.14%
$10.28 B
17.02%
$3.52
-1.76%
-
$53.81
+0.39%
$18.26 B
14.87%
$8.00
5.82%
-
$12.69
-1.63%
$45.82 B
13.77%
$1.75
19.33%
-
SQM | Stock | ADR
$88.75
-0.65%
$24.78 B
13.41%
$11.90
11.89%
-
$12.01
-1.64%
$60.34 B
13.26%
$1.59
6.59%
-
$38.31
+0.87%
$150.10 B
12.01%
$4.60
21.89%
-
$9.82
+1.24%
$34.15 B
11.62%
$1.14
9.23%
-
$21.22
-0.38%
$129.47 B
10.30%
$2.19
-0.61%
-
$9.18
-3.37%
$22.46 B
9.82%
$0.90
4.02%
-
$24.27
-3.00%
$23.26 B
9.75%
$2.37
0.08%
-
$18.38
-2.34%
$19.98 B
9.68%
$1.78
8.85%
-
$12.66
-0.78%
$39.80 B
9.64%
$1.22
7.50%
-
$5.41
-3.39%
$21.92 B
9.61%
$0.52
1.88%
-
$3.53
+4.75%
$19.11 B
9.39%
$0.33
-5.07%
-
$6.05
0.00%
$36.27 B
9.29%
$0.56
15.90%
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