Retirees face a new challenge: How to spend their 401(k) savings
Workers spend their entire careers saving for retirement, but when it's time to shift from saving to spending, many retirees ...
Saturday, June 27, 2026
Tag: 401k
The pros and cons of rolling over a client’s 401(k)
Having all of a client's retirement funds under one roof makes a lot of sense for advisors who want to ...
SDIRA vs. Solo 401(k): The Winner for Real Estate |
If you’re comparing a Solo 401(k) vs. a Self-Directed IRA for real estate investing, here’s the short answer: for most ...
CFPs, asset managers spar over DOL’s 401(k) rule
CFPs have come out swinging against a rule that would allow alternative assets in 401(k)s, according to comments submitted to ...
401(k) Balances Drop in 2026. See How Your Savings Compare
The stock market took retirement savers on some wild-mouse roller coaster kind of turns early in 2026. We saw the ...
You wouldn’t put your entire 401(k) in one stock. Why are you doing it with your credit card points?
When Nick Ewen, editor-in-chief of The Points Guy—a publication which exists entirely on the premise of how to best consume ...
Nothing but Stocks in Your 401(k)? Rebalance Before It’s Too Late
If you are a do-it-yourself retirement saver, and you have watched your portfolio triple in value over the past decade, ...
What 401(k) withdrawals say about client ‘financial infidelity’
Some 401(k) withdrawals without a spouse's knowledge or permission cause "hardships" that beg the question of whether a partner's consent ...
401(k) credit may need nudge from advisors and CPAs
Despite the growing tax benefits for small businesses to launch retirement plans and recent federal nudges to save, tens of ...
Resource Review – 401(k) Annuity Hub (Simplifying Lifetime Income Decisions)
Resource Review – 401(k) Annuity Hub Most advisors aren’t avoiding annuities because they don’t believe in them. They’re avoiding them ...
-1024x683.jpg "Florida Roads Become a Battleground for Illegal Immigration")
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.