Franklin was not merely an advocate of entrepreneurism, he was also one heck of a financier. His will actually calculated the precise growth he expected from the trusts and further instructed the trustees in terms of allocating those assets at the end of the first hundred years and again at the end of a second hundred years upon which the trust would be terminated.
Posts From Christopher Carosa, CTFA
After youâve done your preliminary analysis and are ready to pull the switch to convert, thereâs one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.
The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.
According to the Investment Company Institute, only 1.9% of all Roth IRAs are rollovers. Why arenât more opting to rollover into Roths?
Thereâs more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, weâve provided you a list to quickly scan.
401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.
The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that arenât in their best interest. That statement alone should trigger concerns from the mindful fiduciary.
State-Run bellwether, fiduciary redux, and market euphoria vs. reality
So one wants his epitaph to read âHere lies John Doe. He beat the S&P 500.â There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17
Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.