by Kenny | May 10, 2018 | IRA BLOG
Question: Dear Mr. Slott, In 2013, my husband was offered a buyout from his employer, Ford Motor Co. He had been retired since 1999 and so was already receiving a monthly pension check. (My husband had been diagnosed with Alzheimer’s Disease in 2011 and then... by Kenny | May 10, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Recently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Poolman and editors from The Atlantic for a roundtable dinner to talk about the reality of retirement readiness... by Kenny | May 9, 2018 | IRA BLOG
It now appears that the new fiduciary rules proposed by the Department of Labor (DOL) back in June of 2016 are all but dead. Late last week, the Fifth Circuit Court of Appeals rejected a last-minute appeal of its March 15th decision to toss the DOL rules. The appeal... by Kenny | May 8, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
This week the Indexed Annuity Leadership Council (IALC) released The State of America’s Workforce: The Reality of Retirement Readiness study and corresponding white paper, which found retirement readiness is influenced by two key factors: the industry you are in and... by Kenny | May 7, 2018 | IRA BLOG
Let’s say you wish to contribute to an IRA in 2018, but have too much income to make a either a deductible contribution to a traditional IRA or a contribution to a Roth IRA. You still have the option to make a nondeductible contribution to a traditional IRA....