Retirement Balances Up, Participation Still Low

Here’s some good news on the savings front: retirement account balances hit record highs in Q4 2019, according to Fidelity Investments.

BlogMark TalercioFebruary 19, 2020Jill Schlesinger, Jill on Money, retire, retirement, can I retire?, Fidelity, Secure Act

SECURE Act Follow Up Questions

After I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, I received a slew of questions from readers. Below are some of the most common queries that I fielded. I know that it’s confusing, so keep the questions coming!

BlogMark TalercioFebruary 17, 2020Jill Schlesinger, Jill on Money, Secure Act, IRA, stretch IRA, inherited IRA, Roth IRA

Secure Act 101

Mark TalercioFebruary 13, 2020Jill Schlesinger, Jill on Money, Secure Act, RMD, RMDs, Stretch IRA, IRA, Roth IRA, Slott, Ed Slott

Will the Secure Act Rescue Retirement?

Congress delivered retirement savers a last minute gift: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which after passing the House in May, was neatly tucked inside a federal government spending bill that the President will sign just before the holiday break. The changes were the biggest in more than a decade.

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