Preferred Members
Exclusive Video Interview: Ted Benna One-on-One
Benna expertly explains why small businesses face nearly insurmountable obstacles when it comes to establishing a 401k, America’s preferred retirement savings vehicle. He then shows how to re-frame existing retirement plan vehicles in a way that small business owners and employees will find more appealing.
Did the 401k Really Kill the Pension Plan?
In this retirement plan version of the game “Who Killed Cock Robin?” we can identify three macroeconomic trends that slayed the pension plan, once the giant among all retirement plans. But, where does the 401k fit in?
A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth
After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.
5 Reasons to Convert to a Roth
The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.
7 “It Depends” Reasons to Avoid Converting to a Roth
There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.
4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty
So-called “socially responsible” investing is not automatically incompatible with abiding by one’s fiduciary duty, however, the cases where it is acceptable are narrowly defined.
5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty
The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
When is it OK (and not OK) to mix TDFs with other funds?
Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.
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