Recent years have seen a decline in retirement asset values, the elimination of many corporate pension plans, and threats to the long-term viability of the Social Security system. Now more than ever it is important that retirement assets be invested wisely in vehicles that can produce a reliable income stream, have the potential for appreciation, and can lower downside risk. Unfortunately, 401(k) plans may not offer the sort of sophisticated investment choices that can best achieve these results. This white paper discusses how investors may take control of their retirements by moving their 401(k) assets to IRAs . . .
To access the entire member white paper, you need a membership subscription. A membership gives you access to all our white papers and legislative updates for the entire year, plus any previously published white papers and updates.
"Rothification" of retirement savings in the US- We've been telling audiences about this for 7 months. ow.ly/F84x30g1REQ
About 2 days ago from TheWashingtonUpdate's Twitter via Hootsuite
Big step taken tonight in Senate, passing budget. Begins the process towards tax reform.
About 3 days ago from TheWashingtonUpdate's Twitter via Hootsuite
Budget resolution close, but odds improving. GOP must pass in order to move on tax reform.
About 5 days ago from TheWashingtonUpdate's Twitter via Hootsuite
Healthcare-Potential bi-partisan agreement. Funds CSR subsides for 2 yrs, states get more flexibility. Can it pass? ow.ly/psBa30fWAYM
GOP tax framework calls for the repeal of the estate tax. Inter party disagreements showing, as we predicted. ow.ly/TMIn30fWdX9
About 6 days ago from TheWashingtonUpdate's Twitter via Hootsuite