Posted 2 months Ago
Acronym Your Clients Should Know: RMD
Acronym Your Clients Should Know: RMD

Why It Matters: The first wave of Baby Boomers started turning 70½ in 2016. Required minimum distributions (RMDs) begin at 70½. There’s ... More

441
Posted 1 month Ago
Guiding Clients on the Basics of Roth 401(k)s
Guiding Clients on the Basics of Roth 401(k)s

Why It Matters: As more employers start offering Roth 401(k)s, you may start getting more questions about them. Unlike a Roth IRA, a ... More

772
Posted 2 months Ago
Transamerica Releases Its Mid-Year 2017 Market Outlook
Transamerica Releases Its Mid-Year 2017 Market Outlook

“Markets Move Forward as Washington Does Not.” With those words, so begins our Transamerica Mid-Year 2017 Market Outlook, entitled ... More

396
Posted 3 months Ago
Federal Study: Retirement Savings Matter
Federal Study: Retirement Savings Matter

Why It Matters: The most recent retirement data has been released by The Social Security Administration. More than a third of ... More

403
Posted 3 months Ago
Correctly Interpreting Market Corrections
Correctly Interpreting Market Corrections

The stock market is full of various terminologies, some of which make more sense than others. One particular title I have never really ... More

363
Posted 4 months Ago
Women Are Less Prepared to Retire Than Men — and What to Do About It
Women Are Less Prepared to Retire Than Men — and What to Do About It

Why It Matters: Women tend to start saving later, have lower earning potential, and have overall less savings than men. Women also tend ... More

476
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