retirement

What is Universal Plan Truth #10?

Big investment companies making exotic commercials with celebrities likely subtract years from your retirement.

More Universal Plan Truths can be found here.

What is Universal Plan Truth #9?

Robo-advisors probably aren't very helpful to people.  They're likely even worse for a Workplace Retirement Plan.

 

That First RMD from Your IRA

 

That First RMD from Your IRA

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

Certain misconceptions ignore the realities of retirement.

What is Universal Plan Truth #8?

Banks are loaded with fees.  This doesn’t stop when they take over your Workplace Retirement Plan.

Plan Partners answers Department of Labor Request for Information re: Brokerage Windows RIN 1210-AB59

To Whom It May Concern:

Re: RIN 1210-AB59 (Brokerage Windows RFI)

On behalf of Plan Sponsors and Responsible Plan Fiduciaries, I write to add comments for consideration regarding current uses of and potential new uses for “Self-Directed Brokerage Windows”.

What is Universal Plan Truth #6?

The business owner’s college buddy may not be the best person to lead your pension.

Fiduciary Liability Alert for Employers – What Can You Do to Reduce Fiduciary Liability?

Your business sponsors a retirement plan.

What can you do to reduce your fiduciary liability?

What is Universal Plan Truth #5?

A broker or agent distributing enrollment booklets is not the same as a Plan Adviser.

How Rebalancing Might Help You Buy Low, Sell High

Reuters columnist Linda Stern explains how portfolio rebalancing might help you buy low & sell high: http://tinyurl.com/mdnxf7q

 

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and other sources of information are not intended to replace the professional advice of a trained financial professional.

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