OPENING AN ACCOUNT ONLINE TAKES JUST SEVEN MINUTES
Open My Account

Category Archives: Retirement In The News

Are state-run auto-enrollment IRA programs a good approach to retirement concerns?

By Charles “Bo” Ives, Kingdom Trust President Less than half of workers have access to a workplace retirement plan, according to The Pew Charitable Trusts. That same report states that only 22% of Americans are very confident they will have enough money for a comfortable retirement. Because of these and other negative indicators, policymakers at […]

GUEST POST: The Thiessen Tax Court Case – Loan Guarantees Create Prohibited Transactions and Other Lessons

By John Hyre The following guest post is a commentary by John Hyre about the recent Thiessen v. Commissioner case in United States Tax Court involving a prohibited transaction. The case centered on a prohibited transaction specific to IRC 4975(c)(1)(B), or any direct or indirect “lending of money or other extension of credit between an […]

Few making contributions to their IRAs, says ICI study

According to a recent study by the Investment Company Institute, although most households were eligible to contribute to an IRA in 2014, only 14% did so. Very few eligible households made any catch-up contributions, either. While the percentage of U.S. households that contributed to IRAs was actually higher than in the previous tax year, it […]

Retirement reality check for Millennials

By Charles “Bo” Ives, President CBS News recently published an article about why the Baby Boom Generation needs a “reality check” when it comes to retirement expectations. The numbers shared in the piece are interesting but also unfortunate. What’s most unfortunate is that a majority of Boomers expect to keep working indefinitely. The article points […]

The Threatened State of Financial Freedom

By Charles “Bo” Ives, President Retirement is a frightening concept for many, and the idea of saving for retirement seems to be getting more and more of a negative connotation. Also, some data shows it on the decline among Millennials, despite recent news that Millennials are actually saving more than their parents’ generation. One major […]

This site uses cookies to learn how to communicate better with our website visitors and share the most relevant information. By continuing to browse the site, you are agreeing to the use of our cookies. Privacy Policy
You are currently allowing us to set cookies. Privacy Policy