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Thursday, December 11, 2014

Retirement Planning - The Biggest Changes for 2015



The retirement planning market has an influx of new financial products, a changing investment market and a variety of legal changes.
There were five changes that occured this 2014 that everyone planning needs to know about:

1) decreased creditor protection for inherited IRAs;
2) introduction of qualified longevity annuities to 401(k)s;
3) a reduction in the number of IRA to IRA rollovers;
4) increased access to annuities in target date funds; and
5) the creation of the myRA.

Check out the full article showing the brief overview of the said changes at:
http://www.forbes.com/sites/jamiehopkins/2014/12/08/5-biggest-retirement-planning-changes-for-2015/

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