Retirement planning

Alyssa Place
February 23, 2021 10:12 AM

Texas, Rhode Island and New York all made WalletHub’s list of worst states for retirement. Is your state on the list?

1 Min Read
Alyssa Place
February 16, 2021 1:35 PM

Which state was ranked the best place to retire? WalletHub rated the best states for retirement, based on affordability, quality of life and overall health.

1 Min Read
BofA Financial Wellness 2020 .jpeg
Suzanne Schmitt
November 2, 2020 10:26 AM

No matter how bleak things may look right now, you can still help your employees plot a path back to being financially well. Here are four steps to help restore your employees’ financial confidence.

1 Min Read
Sign in front of IRS building in Washington, D.C.
Jeff Stimpson
June 23, 2020 5:07 PM

The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.

1 Min Read
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M&A
Ira Rosenbloom
June 19, 2020 5:11 PM

It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.

1 Min Read
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IRS
Michael Cohn
June 19, 2020 11:51 AM

The Internal Revenue Service provided guidance on expanded eligibility and more.

3 Min Read
Sign in front of IRS building in Washington, D.C.
IRS
Michael Cohn
June 3, 2020 3:20 PM

The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.

2 Min Read
A medical worker wearing protective gear walks by a Fire Department of New York (FDNY) ambulance outside the emergency room at Montefiore Hospital in the Bronx borough of New York, U.S., on Thursday, April 2, 2020. In four months, the new coronavirus infected more than 1 million people and killed more than 51,000. The U.S. accounts for a quarter of the cases. Photographer: David Dee Delgado/Bloomberg
Henry Montag
May 20, 2020 2:21 PM

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

8 Min Read
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Shaun Hunley
May 12, 2020 1:40 PM

In the wake of a global pandemic, everything is being re-thought.

3 Min Read
Tobias Salinger
April 28, 2020 8:57 PM

People born in 1960 could see a permanent cut in their benefits without action by policymakers, an expert warns.

2 Min Read