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Passing Shots

The Fifth Set Blog

Topics: 401k, Fiduciary, Long-term investing, retirement income, Roth Conversion, Roth IRA, Taxes, Traditional IRA, Uncategorized

The SECURE Act – Congress passes significant new retirement plan legislation

In the final session of 2019, Congress passed and the President signed, the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act), a significant piece of legislation that contains several important updates and changes for investors.  Among the most significant are the following:  …read more »

Dangerous Investment Advice

A recent New York Times article titled “How Much of Your Nest Egg to Put Into Stocks? All of It” makes an unusual argument that investors should invest all or nearly all of their retirement assets in stocks. The author, David Levine who previously founded  …read more »