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Bringing Alternatives To 401(k) Plans

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Alternative investments are coming to defined contribution plans, but numerous obstacles to widespread adoption remain.

Retirees Seek Income Amid The One-Two Punch Of Inflation And Hostile Markets

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A panel of experts weighed in on how retirees can glean income in volatile times.

Younger Investors Hold 80% Of 401(k) Assets in Equities, New Study Finds

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Meanwhile, equity ownership has flatlined among older age groups, said two research institutes.

Why Ed Slott Believes Now Is A Once-In-A-Generation Opportunity For Tax Planning

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The tax and retirement planning expert advocates for paying taxes now rather than deferring.

Loans And Hardship Withdrawals From 401(k)s Are Rising

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For now, the overall percentage of savers withdrawing money for sudden hardships remains low, rising to 1.3%.

There's More To Year-End Taxes Than Harvesting 2022's Losses

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An EisnerAmper pro suggests five strategies to help clients save on their tax bill.

You Can Grow HSA Money For Retirement, Too, RBC Wealth Says

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Not enough people are investing their HSA savings, said Chad Goerner, a senior vice president at the firm.

New DOL Rule Lowers Trump-Era ESG Barriers

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The rule eliminates Trump-era requirements that critics said chilled ESG investing.

Crypto Fallout Leaves U.S. Retiree Benefits Mostly Unscathed

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Most of the largest public pension funds have dodged the fallout from FTX and a brutal slide in token prices.

Financial Companies Urge Congress To Quickly Approve SECURE 2.0

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A coalition of 60 companies asked congressional leaders to pass the legislation during the current lame-duck session.

Workplace Retirement Plans Out Of Reach For Many Americans, T. Rowe Price Says

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Retirement-plan access is also hampered by gender and racial inequities, firm strategists said.

Employees Want Help Dealing With Financial Stress, Survey Says

by FA Staff

Worry about inflation is hurting job performance, NAPFA says.

How To Reduce The Pain Of RMDs

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There are a few legal work-arounds to reduce the sting of selling in a down market.

CAPTRUST Acquires Kansas Firm With $125M In Assets

by FA Staff

Danda Trouvé Investment Management, led by Michelle Trouvé, is CAPTRUST's 60th deal since 2006.

Battered Tech Stocks Are Hammering 401(k) Retirement Funds

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Meta, Amazon and Apple are big holdings in the nation's most popular retirement funds.

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

Secure 2.0 Can Be A Conversation Starter For Advisors

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The pending legislation could make it easier for workers to enroll in retirement plans.

62% Of Workers Are Reducing Savings Because Of Inflation, Morgan Stanley Says

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Nearly a third of workers said they were reducing 401(k) contributions, according to the survey.

IRS Increases 401(k) Limit By Record Amount As Inflation Surges

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The changes mean retirement savers who are 50 or older can now save a combined $30,000 a year in their 401(k)s.

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