Dreamstime Text size For 35 years, financial planner Harold Evensky watched clients retreat regularly to vacation homes, enjoying serene beaches or mountains and the joy of family gatherings. And befo...
Tag: Retirement
Tom Brady Not Retiring After All—Announces Return To Buccaneers
Topline Future Hall of Fame quarterback Tom Brady, who announced his retirement from football in February following 22 NFL seasons and seven Super Bowl titles, said on Twitter Sunday he’s changed his ...
The US Labor Department Sounds Stern Warnings Against Including Cryptocurrencies In Retirement Funds ⋆ ZyCrypto
Advertisement     The US Labor Department cautions firms about adding crypto to 401(k) plan options. Concerns surrounding the volatile nature of the asset as well as ...
US Department of Labor says crypto in retirement plans will attract legal attention
The level of cryptocurrency adoption in the United States has grown to record highs over the past year. Institutional adoption has also skyrocketed, and this has created worry among federal agencies t...
Crypto Could Be Bad For Retirement Savings Plans, The US Labor Dep’t Warns
Retirement plan members should exercise caution before adding crypto to their 401(k) plan’s investment options, the US Department of Labor warned Friday. The warning comes a day after US President Joe...
US Labor Dept warns of crypto risks in retirement plans
The US Department of Labor (DOL) has told 401(k) investors to “exercise extreme care” when dealing with cryptocurrencies and other digital assets citing fraud, theft, and financial loss as...
Crypto Investing Retirement Portfolios Garnering Mainstream Attention
Cryptocurrencies could be a good option to add to your retirement investing plan, suggested financial journalist and radio show host Ilyce Glink and Tom Fortino, founder and principal of Alpha Wealth ...
Proposed LIFE Act Would Boost Annuities’ Role in Retirement Plans
The passage of the Secure Act in 2019 has led to some dramatic shifts in retirement plans. Of particular note, the law allowed for annuities providing guaranteed lifetime income to be incorporated int...
The Next Frontier: Digital Assets for Retirement
“With institutions and more advised assets entering the space, volatility will decline,” said David Abner, global head of business development at Gemini, a crypto exchange and custodian. “We’ll see mo...
Cleveland, LeBron James Still Stick With Channing Frye After Retirement
Cleveland Cavaliers forward Channing Frye (9) and Cleveland Cavaliers forward LeBron James (23). Toronto Star via Getty Images After 14 seasons in the league, big man Channing Frye has been retired no...
Many Americans Will Be Getting Smaller Tax Refunds This Year. Here’s Why.
The flood of federal pandemic-relief money was welcome last year, but it is causing disappointment and confusion as taxpayers prepare their 2021 returns. Many will be getting smaller-than-expected ref...
Cheap, Boring Advice for Retirement Savers: Minimize Taxes, Rebalance Regularly
Wealth advisor Susan Elser of Indianapolis says investing should be cheap and unexciting. Her firm has six advisors and manages $635 million in assets. She has no research staff to keep costs down, an...
Opinion: How to invest like a millionaire and build wealth for retirement
Over the course of my career, I’ve had the opportunity to work with multiple self-made millionaires. Though they come from varied backgrounds, these investors have a few key habits in common—ones that...
401(k) Retirement Planning: How To Save $3 Million
Looking to turbocharge your retirement planning? Here’s how to save $3 million in your 401(k) account and in your additional retirement accounts. X First of all, why $3 million? Members of 401(k...
Can You Contribute to an IRA After Retirement?
can you contribute to an ira after retirement An IRA (and its corollary, the Roth IRA) is a form of tax-advantaged retirement account that lets you save money during your working years so you can with...
Tax Strategies for Your Retirement Income
When you retire, your income usually flows from three possible sources: Social Security benefits, distributions from individual retirement accounts (IRAs) and retirement plans, and funds from savings ...
What To Make Of The Labor Department’s Request For Comment On Protecting Retirement Assets From Climate Risks
Springs Fire In Southern California Gains Strength, Continues To Threaten Homes. (Photo by David … [+] McNew/Getty Images) Getty Images The U.S. Department of Labor announced on Friday publicati...
Need Cash From Your IRA Before Retirement? This New Rule Can Help
An updated IRS rule allows the owners of IRAs and other retirement accounts to withdraw more money than before using a Substantially Equal Periodic Payment (SEPP). The costs associated with withdrawin...
How Treasury Inflation-Protected Securities can help your retirement savings weather 7.5% inflation
That’s not good news for retirement savers. And some might consider the stock market to be a bit frothy these days. So, it might make sense to invest a portion of your retirement nest egg conservative...
You have less money saved for retirement than you think
You almost certainly are too optimistic about how fast your retirement portfolio will grow. And that could cause grave problems for you in coming years. A too-high return assumption leads you to withd...
These end-of-life planning forms will save your family a lot of heartache, the trouble with Alaska’s oil fund and more retirement news
From MarketWatch: Opinion: Big money trouble with Alaska’s $80 billion oil fund: A major political row has broken out at Alaska’s Permanent Fund, the state’s giant $82 billion oil fund, where the firi...
Opinion: Should you add residential real estate to your retirement portfolio?
Is there a way to invest in residential real estate as an asset class? It’s a timely question since, as I pointed out last week, residential real estate can play an important role in reducing the prob...
8 Essential Tips for Retirement Saving
Regardless of whether you’re 25 or 55, saving for retirement is a wise financial strategy. Everyone will face retirement at some point, either by choice or necessity. Whether you are on track fo...
How a New Supreme Court Decision Could Help You Save For Retirement
The investment options in your retirement plan may improve after the U.S. Supreme Court sided with Northwestern University employees who alleged the university’s retirement plans had excessively high ...
Tom Brady Turning to NFTs, Fitness and Apparel Businesses After NFL Retirement
After a successful NFL career spanning 22 seasons and seven Superbowl wins, Tom Brady has announced he is retiring from football at age 44. Going forward, he plans to focus on his family, his NFT busi...
Tom Brady announces retirement in Instagram post following days of confusion
Tampa Bay Buccaneers’ Tom Brady in action in Super Bowl LV, February 7, 2021. Brian Snyder | Reuters Legendary NFL quarterback Tom Brady announced his retirement Tuesday after 22 record-breaking...
Scared of investing during the Ukraine invasion? Try this IRA maneuver
Moe, Larry and Curly have been watching stock markets plunge in the past two weeks in response to the Ukraine invasion. Each wants to invest, say, $100,000 in European stocks—for example through Vangu...