by Matthew Spay | Mar 27, 2018 | Blog
Posted on December 29, 2017January 9, 2018 by retirementtimesnewsletter Healthcare costs often represent the largest retiree expense. Additionally, healthcare costs are increasing at a rate faster than the CPI (inflation). One 2016 study found that a healthy retiring...
by Matthew Spay | Feb 27, 2018 | Blog
Posted on December 8, 2017 by retirementtimesnewsletter Last year, lawsuits were brought against the fiduciaries of the 403(b) plans of a number of major colleges and universities. Among the defendants were some of the country’s most prestigious institutions,...
by Matthew Spay | Feb 22, 2018 | Blog
Posted on December 8, 2017 by retirementtimesnewsletter There are some little known rules that come into play when rolling over an account from a 401(k) or a 403(b) plan to a Roth IRA. Contributions may be made on an after-tax basis to Roth accounts in both retirement...
by Matthew Spay | Feb 20, 2018 | Blog
Posted on December 8, 2017 by retirementtimesnewsletter A whistleblower complaint filed with the Securities and Exchange Commission alleges that Teachers’ Insurance and Annuity Association (TIAA) engages in aggressive sales practices designed to steer plan...
by Matthew Spay | Feb 15, 2018 | Blog
Posted on November 30, 2017 by retirementtimesnewsletter All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No...
