News
How geopolitical shocks are reshaping estate planning
30+ min ago (683+ words) The writer is president and COO of Wealth Advisors Trust Company A surge in geopolitical risk, most recently the Iran conflict, which has pushed oil above $100 per barrel and injected fresh uncertainty into global markets, is forcing wealthy families and…...
Push To Create "Trump IRAs" Could Prove an Expensive Mistake
11+ hour, 7+ min ago (123+ words) The New York Sun Push To Create "Trump IRAs" Could Prove an Expensive Mistake The proposal"s backers misread the savings behavior of the households they claim to help. - Access to our Morning and Evening Sun newsletters "The Receptionist" Returns…...
A Social Security benefits cap proposal could change what SC retirees receive - AOL
1+ day, 18+ hour ago (319+ words) A debate over the future of Social Security is taking center stage in Washington, D. C. , as lawmakers and policy groups look for ways to strengthen its long'term finances. As reported by USA TODAY, in February, the Congressional Budget Office said it'expected'the…...
Social Security Benefit Cap Proposal, The $50, 000 Idea That's Quietly Splitting Washington
2+ hour, 8+ min ago (118+ words) Washington's approach to Social Security has a calm cadence. For years, the subject is courteously sidestepped on policy panels, briefly brought up during...
UK State Pension Age Increase, What the Move From 66 to 67 Really Means for You
2+ hour, 2+ min ago (83+ words) Most people first become aware of the UK state pension age hike when they receive a payslip or a letter that doesn't exactly match their expectations. April...
BJ's, Pension Fund File Stipulation Of Dismissal After Stockholder Proposal Filed
14+ hour, 28+ min ago (32+ words) Mealey's BJ's, Pension Fund File Stipulation Of Dismissal After Stockholder Proposal Filed To view the full article, register now....
Retirement Savings Surge as NPS Corpus Nears Rs 16 Lakh Crore
5+ hour, 51+ min ago (157+ words) New Delhi, May 8: India's retirement savings ecosystem continued to witness strong growth, with assets under management under the National Pension System (NPS) crossing Rs 15. 95 lakh crore, while the number of contributors under the Employees' Pension Scheme (EPS) reached 7. 98 crore. The…...
The 401(k) Rules That Changed in 2025 That Most People Still Don't Know About
2+ hour, 57+ min ago (770+ words) The law is called the SECURE 2. 0 Act, and it was signed in late 2022. But the bulk of its most consequential changes have been rolling out across 2024, 2025, and 2026, meaning right now. Many of the shifts are genuinely worker-friendly. Some create new…...
Are New Zealanders putting too much money into Kiwi Saver?
12+ hour ago (1223+ words) Above the minimum needed to capture the employer match and the government contribution, if eligible, every extra Kiwi Saver dollar is locked away for decades with no premium for surrendering access. Investors elsewhere get paid for illiquidity, Kiwi Saver members…...
Affluent savers dish out cash gifts to reduce inheritance tax
2+ hour, 34+ min ago (920+ words) More than a quarter of affluent savers have taken steps to try and reduce the inheritance tax bill they leave behind, data shows." In a survey by Paragon Bank, sixty-one per cent of active savers with balances of at least…...