| Similar Articles |
|---|
 |
The Motley Fool
February 2, 2004
Robert Brokamp |
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility.   |
Bank Technology News
September 2003
John Adams |
Knowledge is Power New tax laws and a wave of automation could make 529 plans the college savings option of choice. It would help if more people knew what they were. |
The Motley Fool
June 8, 2010
Nathan Alderman |
What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss. |
Trusts & Estates
September 30, 2002
Susan Hansen |
Beware the 529 Hype At least two things are certain about the new 529 college savings plans: The financial services industry loves them, and they're generating all kinds of media buzz. But despite all the hype, 529s probably are not a magic new wealth-transfer mechanism. |
CFO
April 1, 2008
Randy Myers |
The Loan Danger Borrowing from 401(k) accounts can be a bad deal all around and places a large burden on employers. |
On Wall Street
July 1, 2013
Dave Lindorff |
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. |
Financial Planning
September 1, 2013
Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
Financial Advisor
July 2005
Marla Brill |
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future. |
Registered Rep.
November 17, 2010
Kevin McKinley |
Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios. |
Financial Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
Financial Advisor
July 2011
Ben Mattlin |
Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains. |
Entrepreneur
November 2005
Scott Bernard Nelson |
Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
Registered Rep.
August 23, 2010
Jerry Gleeson |
Fidelity: More Investors Raiding Their 401(k)s The number of loans and hardship withdrawals from 401(k)s is on the rise. |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
Financial Advisor
July 2008
Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
On Wall Street
June 1, 2010
Tim Steffen |
Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead. |
The Motley Fool
January 16, 2009
Dan Caplinger |
The No-Cost Way to Fix Flawed 401(k)s We've already got a perfectly good alternative. |
The Motley Fool
June 25, 2009
Dan Caplinger |
Should You Stay Away From Your 401(k)? Its best features are disappearing. |
Financial Advisor
December 2007
Jeff Schlegel |
The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors. |
BusinessWeek
July 23, 2009
Amy Feldman |
Sizing Up Your Nest Egg A researcher offers a simple formula, based on your income and assets at different ages, to calculate how prepared you are for retirement. |
Registered Rep.
April 20, 2006
Kristen French |
Fidelity Wins California 529 Plan; Replaces TIAA-CREF In the battle over California's 529 college savings program, Fidelity Investments provisionally beat out the Vanguard Group to replace TIAA-CREF as the provider this week. |
The Motley Fool
March 2, 2010
Dan Caplinger |
The Wrong Way to Fix Your 401(k) Taking money out to invest the way you want isn't the right answer. |
Financial Planning
September 1, 2012
Ann Marsh |
529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution. |
Registered Rep.
February 10, 2012
Mark Miller |
New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful. |
Registered Rep.
March 1, 2006
Kevin Burke |
The School of Hard Knocks In mid-March, TIAA-CREF will get an important grade on its efforts to graduate from a niche provider of pension and insurance products to a broad-based money-management giant. It's a pass/fail test. |
The Motley Fool
August 26, 2009
Selena Maranjian |
Welcome Back, Free Money Employers are restoring 401(k) matches, boosting workers' retirements. |
The Motley Fool
February 24, 2010
Selena Maranjian |
Saving for College Just Got Cheaper Lower-priced 529 plans help you save for college more effectively. |
The Motley Fool
September 4, 2009
Dan Caplinger |
The Best Way to Use Your 401(k) Learn how to turbocharge your investing. |
Real Estate Portfolio
Nov/Dec 2004
Michael Fickes |
The Emerging Retirement Option It has taken years, but REITs are blossoming in the defined contribution market. |
The Motley Fool
December 17, 2008
Robert Brokamp |
The 401(k) Crisis and What You Can Do About It That thing you're using to save for retirement? Your 401(k)? It's got a lot of problems. |
The Motley Fool
May 27, 2011
John Rosevear |
This Government Meddling Could Save Your Retirement Proposed new rules limiting 401(k) loans may sound annoying, but they're a good idea. |
The Motley Fool
October 29, 2009
Dan Caplinger |
This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run. |
The Motley Fool
October 26, 2011
Dan Caplinger |
How Fighting Back Will Make You Richer Because some workers have been willing to take a shot and fight their employers over problems with their 401(k) retirement plans, millions of workers around the country may see the impact |
BusinessWeek
October 13, 2003 |
More Service, Fewer Silos at TIAA-CREF CEO for nearly a year now, Herbert Allison explains the drastic market-focused changes he's making |
