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Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 2 days agoOn April 25, 2024, the United States Department of Labor (USDOL) issued a final rule, the “Retirement Security Rule,” that significantly alters the definition of a “fiduciary ...
‘I’m a civil servant with a £1m pension – should I retire now before Labour’s tax raid?’
The Telegraph· 4 days agoYour benefit statement and online portal can tell you your scheme type, maximum available lump sum...
Dave Ramsey Says To Pay Off Your Mortgage Early– But Should You?
GOBankingRates via Yahoo Finance· 16 hours agoDave Ramsey, the renowned financial guru, has long been a proponent of financial discipline and...
JD Supra: Form 5330 E-Filing Requirement Headache
JD Supra· 2 days agoForm 5330[1], an excise tax return used by certain employers and individuals to pay penalty taxes, must be filed electronically for taxable years ending on or after December 31, 2023. As described ...
3 Key Financial Moves Boomers Should Make Before Retiring This Year
GOBankingRates via Yahoo Finance· 2 days agoOnly six months remain between now and the end of the year. For baby boomers planning to retire in...
Steelers' Cam Heyward drops cryptic Cleveland comments amid murky future
ClutchPoints· 13 hours agoCam Heyward is one of the most successful and longest-tenured Steel City defenders, but his time in...
Retirement is about much more than having enough money
Market Watch· 2 days agoA boutique wealth-management firm in Findlay, Ohio, is about to launch what appears to be the first...
I'm 58 With $1 Million in My 401(k). Is It Time to Switch to Roth Contributions?
SmartAsset via Yahoo Finance· 19 hours agoI Am 58 With $1 Million in My 401(k). Should I Switch to Roth Contributions? Whether to make the...
This Summer Is Gearing Up to Be a Wild Mess. Welcome to Big Brat Summer.
Slate via Yahoo News· 21 hours agoWhy not book that flight, make that irresponsible purchase, enjoy that summertime indulgence? After...
Paying off a student loan? Your company could match that money in your 401(k).
Yahoo Finance via AOL· 3 days agoIf you work for an employer that offers a 401(k), a new option this year can help student loan...