Search results
Ask an Advisor: I'm 67 with $750K in a 401(k). How Can I Preserve This Money for the Rest of My...
SmartAsset via Yahoo Finance· 10 hours agoI am in a quandary about how to invest $750,000 that’s in my 401(k). I'm 67 years old, retired and I...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via AOL· 5 days agoMany CFPs, who adhere to the fiduciary standard, charge a percentage of the assets they are...
Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 5 days agoThe US Internal Revenue Service (IRS) recently issued final regulations concerning “minimum present value requirements” for tax-qualified defined benefit plans (DB plans). There are three primary ...
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy | PLANADVISER
PLANADVISER· 7 days agoAside from Social Security and a defined contribution retirement plan, everyday savers should be investing in health savings accounts, income replacement annuities, and many more potential tax-advantaged ...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 4 days agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...
Do REITs Offer Tax Benefits? Here’s What Investors Should Know
GOBankingRates via Yahoo Finance· 2 days agoWhile they don’t offer the liquidity of REITs, they come with less volatility and often better tax...
Earnings call: Roper Technologies reports robust Q1 growth, raises 2024 outlook By Investing.com
Investing.com· 6 hours agoRoper Technologies, Inc. (NYSE: NASDAQ:ROP) has released its first-quarter 2024 financial results,...
DOL Fiduciary Rule 2024: What It Means for Investors
Morningstar· 3 days agoKnowing whether your financial advice is coming from a trusted professional or someone akin to a car salesman may soon become easier. This week, the Department of Labor published the Retirement ...
Southern Missouri Bancorp (SMBC) Q3 Earnings and Revenues Top Estimates
Zacks· 20 hours agoThis quarterly report represents an earnings surprise of 6.45%. A quarter ago, it was expected that this bank holding company would post earnings of $1.12 per share when it actually produced ...
Globe Life (NYSE:GL) Price Target Lowered to $108.00 at Wells Fargo & Company
ETF DAILY NEWS· 5 days agoGlobe Life (NYSE:GL – Free Report) had its target price cut by Wells Fargo & Company from $132.00 to $108.00 in a research report report published on Wednesday morning, Benzinga reports. StockNews.com ...