National 401(k) Day - September 10
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National 401(k) Day began in 1996 by the Profit Sharing/401(k) Council of America (PSCA), known today as the Plan Sponsor Council of America. The Friday following Labor Day (Monday) was chosen so empl...Retirees may save with this year-end charitable donation tax strategy
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As the year winds down, retirees eager to make charitable gifts may consider a tax-friendly donation from their individual retirement account. The strategy, known as a qualified charitable distributio...If you claim Social Security early, it can affect your spousal benefits. Here's what to know
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Before you claim Social Security early, you may want to think about how the move would impact your spousal benefits. To begin with, not all early filers can access those benefits immediately - and for...Making Sense of Living Trusts and Wills
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What’s the best option for you when looking to transfer your estate to your heirs?Many 401(k) investors don't use target-date funds the right way
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A third of target-date fund investors save money in multiple 401(k) funds, according to Vanguard data. That may skew risk over time.LPL Financial Research Midyear Outlook 2021: Picking Up Speed LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Midyear Outlook 2021 looks ahead for […]
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