SEC Goes After Fund Names June 22, 2022 Adviser Fund Update credit, inflation, mutual funds, retirement accounts, target date funds Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
Target Date Fund Underperformance June 8, 2022 Adviser Fund Update credit, inflation, mutual funds, retirement accounts, target date funds Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
4 Ways to Maximize Your 401(k) January 24, 2022 Financial Planning 401(k), financial planning, retirement accounts 401(k) plans are common these days—and if you’re contributing 10% to 20% of your paycheck, you’re ahead of the pack. But while you may already have the basics down pat, taking a deep dive into the mechanics of 401(k)s can unlock one of the most powerful financial planning tools at your disposal. … Read Morekeyboard_arrow_right
ETFs in the Tax Crosshairs September 29, 2021 Adviser Fund Update ETFs, retirement accounts, social security, vanguard ETFs in the Tax Crosshairs A recently proposed tax on exchange-traded funds (ETFs) could be setting the stage for a major dust-up between lawmakers and money managers. Will it come to pass, and how would it impact your portfolio? In mid-September, Senate Finance Committee Chairman Ron Wyden … Read Morekeyboard_arrow_right
The ‘Mega Backdoor’ Roth IRA August 13, 2021 Financial Planning financial planning, IRAs, retirement accounts, roth ira At Adviser Investments, we’re big fans of Roth IRAs. Who doesn’t love tax-free growth? Roth IRAs come with limitations on who can contribute—and how much they can contribute—based on annual income. However, one fairly common strategy to get around those limitations is the “backdoor” Roth conversion—you roll (or transfer) … Read Morekeyboard_arrow_right