Page 23 - Secure Act News Today

Are you looking for a way to decrease your income tax obligation after retirement while supporting your alma mater or a favorite charity? A charitable gift annuity may be the right...

Want your job to help you with student loans and retirement savings? Here’s how.

Money has been pouring into taxable accounts at a faster rate than 401(k)s and IRAs, as wealth is concentrated among older investors.

More 401(k) sponsors want to retain participants, driving more in-plan retirement-income products, data published today by Cerulli show.

Kansas and Missouri are two of only seven states with one liberal benefit.

Fifty-five percent of Americans said they prioritized the need for advanced education and many said they planned to increase savings toward this goal despite the high inflation and interest rate environment, according to Edward Jones.

Employers should ensure that hours are being tracked properly and to ensure that tracking will be reflected in retirement plan eligibility beginning in 2024 .

The Secure Act of 2022, in order to facilitate the use of exchange-traded funds (ETFs) as investment options under variable contracts, directs the Treasury Department to amend the...

Investors have more ways than ever to fund Roth accounts under the Secure Act.

A new report shows Gen Xers aren't prepared for retirement, with 35% having less than $10,000 saved, and 18% having no nest egg at all.