401(k) Millionaires at All-Time High
CNBC reports on the number of Fidelity 401(k) plans with a balance of $1 million or more jumping to a record 168,000…
401(k)
Distributions from a Designated Roth Account
In a previous post we discussed the general information surrounding Designated Roth Accounts (also known as a Roth 401k) – eligibility, tax treatment,…
Number of 401K Millionaires Hits New High
The state of American’s retirement savings is at an all time best. And the number of 401K millionaires has hit a new…
401k Vesting Schedules: 4 Critical Things To Know
Contributing to your 401k plan is critical for affording your retirement. Not only do you save money on taxes now by contributing…
9 Things to Consider Before Rolling Over 401K
Conventional wisdom has long told us that when you leave employment – either by taking another job, getting laid off, or retiring…
Retirement Plans May Be ETFs’ Next Frontier
The U.S. exchange traded fund universe has already topped $3 trillion in assets under management as a number of investors adopted the…
Reality Check: 24 Stock Market Facts You Need to Know
By SNW Asset Management via Iris.xyz The U.S. stock market has seen a pretty good run up over the last several months. The jobs…
Trump Win Threatens DOL Fiduciary Rule, Dampens ETF Industry Outlook
The Department of Labor’s new fiduciary rules could be targeted by Donald Trump’s administration, potentially shaking the ETF industry’s outlook. The financial industry…
ETF Strategists Help Investors Protect, Grow Their Serious Money
Workers investing their hard-earned money in recent years have increasingly turned to target-date funds in 401(k) plans to prepare for future retirement.…
5 Ways To Prepare Your 401(k) for Rising Rates
By now, even the most remote tribes of the Amazon must be aware that interest rates in the U.S. may rise as a…
Why Automating Your 401(k) is Easier Than You Think
I am a big fan of automation. Maybe I watched the Jetsons too much when I was young? It’s not because I’m…
Five Things to Consider Now for Your 401(k)
When market swings dominate the news, it’s easy to get anxious. A sure way to heighten your concern is to check your…
Rebalance an ETF Investment Portfolio to Manage Growing Risks
After a multi-year bull run in the U.S. equities market, many investors have tilted their retirement portfolios toward stocks to chase the…
Bogle’s ETF Critiques Draw Criticism, Ire
John “Jack” Bogle, founder and retired CEO of the Vanguard Group, is a staunch detractor of exchange traded funds, but the fund…