Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan distributions. Offering workers a strong retirement savings plan is key to ...

To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...

Whether it works for you depends entirely on your total account balances and other retirement income sources, such as Social ...

Retirement planning often focuses on market swings and savings rates, but the real spoiler is quieter and more predictable: ...

Almost nine in ten 401(k) plan participants believe employers have a responsibility to help ensure retirement income security, according to a survey by Nuveen and the TIAA Institute.. An overwhelming ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

In Fields v. Commissioner, T.C. Memo. 2014-48 (March 19, 2014), the Tax Court determined that a petitioner was liable for a 10 percent additional tax pursuant to Internal Revenue Code Section 72(t)(1) ...

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...

When their working days eventually come to an end, many retirees will think about the best place to spend their golden years. Not all states treat retirement income – such as pension payouts or ...