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Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive
How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by

Retirement Plan Litigation Spreads to 403(b) Plans

Litigation alleging breach of fiduciary that has beset large 401(k) plans for the last decade has now spread to the not-for-profit world as numerous large

Aggregation Aggravation

Do you aggregate? In layman’s terms, do you download or link your financial information to one place? You may use mint.com, or Intuit’s Quicken,
On August 25, the IRS announced a new procedure to help people who miss the 60-day time limit for rolling over their retirement plan distributions into

401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November

Our View on DOL Fiduciary Rule Regarding Retirement Investment Advice

BACKSTORY. In April of this year, the U.S. Department of Labor (DOL) issued a long-awaited regulation that essentially applies a “fiduciary”

Is Your 401(k) Plan a Potential Litigation Target?

In a recent article on NAPA Net, Nevin E. Adams, JD, Chief of Marketing & Communications for the American Retirement Association, outlines six (6)

Real Estate Sector Moving on up to the S&P 500 Side

Effective September 1, 2016, the Global Industry Classification Standard (GICS), the basis for the S&P and MSCI indices, will be updated to include

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