Apr 26, 2017 | 401k, Do You Know, Retirement Plans, Retirement Reality, Risk and Rewards
“A majority of professors fear they could outlive their retirement savings, while administrative employees are more concerned about shorter-term issues: paying off debt and meeting their monthly household expenses,” writes Doug Lederman in an insidehighered.com piece...
Apr 16, 2017 | Asset Allocation, Do You Know, Planning for Longevity, Protect Your Family, Retirement Plans, Retirement Reality
“A CRR analysis finds that total wealth from retirement plans has largely been flat from 1992 to 2010,” notes a piece in thinkadvisor.com headlined Future Retirees Could Be More Reliant on Social Security. “Employer-sponsored retirement plans are providing less...
Apr 10, 2017 | Asset Allocation, Do You Know, Money and Aging, News, Retirement Plans
The Internal Revenue Service, state tax agencies and the tax industry warned both tax professionals and taxpayers of last-minute phishing email scams, especially those requesting last-minute deposit changes for refunds or account updates. As the 2017 tax filing season...
Apr 4, 2017 | 401k, Do You Know, Retirement Plans
ARE 401(k) PLANS ENOUGH FOR RETIREMENT? For many, a recent study suggests, maybe not. “Defined contribution plans may not be enough for American retirement investors, according to a new survey,” writes Christopher Robbins in a fa-mag.com piece. “Investopedia released...
Mar 31, 2017 | Do You Know, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality
“How much do you know about planning for a long, financially secure retirement? Fidelity Investments recently prepared a two-part quiz that can help you answer that question,” writes Steve Vernon in another of his first-rate cbsnews.com MoneyWatch columns. “The first...
Mar 23, 2017 | Do You Know, Tax deductible
So, you neglected to file a 2013 federal income tax return because . . . well, who knows why. If that’s you, check out this announcement from the IRS: WASHINGTON — The Internal Revenue Service announced that unclaimed federal income tax refunds totaling more than $1...
