Investors
The Folly of Risk and the 401k Fiduciary
Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.
Retirement Savers’ Most Taxing Misconceptions
Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.
The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There
Quite the opposite from being “over the hill,” those in their forties may find they’re still slogging up hill in terms of saving for retirement.
The Top Seven Questions Retirement Savers Fail to Ask But Should
It’s often difficult for those not immersed in the everyday concerns of retirement saving to know what to ask (let alone how to interpret the answers). It’s up to plan sponsors and the service providers they employ to guide plan participants along the proper route.
7 Tips Present Day Retirees Wished They Knew When They Were 24
If retirees could go back in time 50 years, this is what they’d want to know.
5 Things to Do to Improve a Retirement Investor’s Goal-Oriented Target
The best strategy is to live in moderation – both today and when you retire.
How a Fiduciary Can Assess a Retirement Investor’s GOT
Now that you’ve determined your Goal-Oriented Target, discover what it means.
Why a 401k Fiduciary Must Convince Retirement Investors to Avoid Thinking in Lump Sum Terms
What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.