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Browsing Category
Retirement
New DOL Rules Are Impacting Paid Leave Especially In Medical Practices
getty On March 18, 2020, the “Families First Coronavirus Response Act” (“FFCRA”) was enacted. This means that the Government will pay Employers to provide paid time off for certain virus related situations. As discussed in my…
ValueAct Snowballed Citigroup CEO Mike Corbat’s Retirement
America’s banks have been handed a few lifelines this year, but their luck might be finally running out in a way that could have activists waiting at their doors. This week’s big news was a CNBC report that ValueAct Capital Partners may…
With No Stimulus Bill In Sight, Five Surprising Facts To Support Compromise
WASHINGTON, DC - SEPTEMBER 17: U.S. President Donald Trump walks to members of the press to answer ... questions before departing the White House on September 17, 2020 in Washington, DC. Trump is scheduled to travel to Wisconsin for…
How To Prepare Now For The Approaching Crossroad In Estate Planning
getty We’re approaching a crossroad in estate planning, and those who might be affected need to take action before we reach it. Few people today have to worry about federal estate and gift taxes, because of the high level of…
What You Need To Know About Taxes And Your Retirement
By Kerry Hannon, Next Avenue Contributor getty When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. But the topic of taxes…
New Ideas To Make Long-Term Care Insurance Cheaper And Better
By Chris Farrell, Next Avenue Contributor getty What is the largest uninsured financial risk older Americans confront? The potentially crippling cost of long-term care. Approximately half of Americans turning 65 on the day you read…
Fixed Index Annuities – Interest Crediting Explained
With the chosen index, interest crediting will generally be based on a formula that can include floors, caps, participation rates, spreads, and, less commonly, buffers. To explain these basic features, it helps to have a basic annuity…
Journalists Are Still Getting Biden’s Tax Plan — And 401(k) Taxation — Wrong
WILMINGTON, DE - SEPTEMBER 16: Democratic presidential nominee and former Vice President Joe Biden ... waves as he leaves the Hotel Dupont after having internal campaign meetings on September 16, 2020 in Wilmington, Delaware. Earlier…
Laid Off? Your Employer Might Owe You Unvested 401(k) Money
How much of your 401(k) balance is yours to keep when you leave your job depends on certain factors. ... Make sure you get what's rightfully yours. getty How much of your 401(k) retirement account balance is yours to keep? It turns…
Last Chance For Covid-19-Related 401(K) Loans: September 22
Using your 401(k) as an emergency savings account is risky. getty Congress loosened the rules for taking money out of retirement accounts for those adversely affected by Covid-19, but even though the pandemic is still raging,…