Retirement Archives - Adviser Investments

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Retirement

Understanding Defined Benefit Plans

September 11, 2020

There are two main types of employer sponsored-retirement plans: Defined contribution plans and defined benefit plans. What sets the two apart are who is contributing to the plan and where the investment responsibility lies. With defined contributions—the most common of which is the 401(k)—employees determine the amount they wish to …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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Annuities 101

August 7, 2020

Some concepts in the financial planning world are intuitive. Annuities, which often combine investment options with various forms of insurance, are not. As a retirement income tool, they’ve received increasing attention of late, especially after a provision in the SECURE Act—signed into law at the end …

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Buying a Second Home

July 24, 2020

As summer stretches on and mortgage rates hit record lows, vacationers and would-be travelers staying put may find themselves daydreaming about what it would take to turn their favorite mountain, beach or lake home into a permanent family retreat. Of course, buying a second property could have a major impact …

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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IRS Extends 2020 RMD Relief Waivers

July 10, 2020

Two weeks ago, we briefly discussed the IRS notice that offered relief to anyone who took a required minimum distribution (RMD) early in 2020—extending and expanding on a CARES Act waiver that gave people additional time to return that money to retirement accounts, penalty-free. Here’s a little more detail on …

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