IAW News

IAW News

Loans Against 401(k) Plans Occur Too Frequently

Image representing Matt Fellowes as depicted i...

Depending on the organization compiling the numbers, the percentage of 401(k) participants with outstanding loans from their savings programs ranges from 22% to 13.7%, which is excessive.

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Advisors Favor Direct Sold 529 Plans: Reports

A report bEnglish: Circular route shield 529y Financial Research concludes that investment advisors, including registered reps, favor direct-sold 529 plans when recommending tuition savings programs to their clients, reports Investment News.

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Equity Returns Will Be Anemic Next 20+ Years: Report

 

English: London Business School logo

A recent report by the London Business School and Credit Suisse says investors should anticipate annualized real returns for equities of only 3% to 4% over the next 20 to 30 years, reports Pensions & Investments.

 

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