WrapManager's Wealth Management Blog
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Lord Abbett Wants to Make Sure You Don't Overlook These Retirement Planning Milestones

Posted by WrapManager's Investment Policy Committee

July 5, 2018

Planning for Retirement? Don't Overlook These Milestones

With millions of Americans owning tax-advantaged retirement accounts, totaling $28 trillion in assets, in many types of accounts—such as a 401(k), 403(b), 457, and an IRA (Roth, traditional, SIMPLE, SEP, SAR SEP, rollover, inherited, etc.), each with their own rules—it’s little surprise that slip-ups and or oversights occur all too frequently. Misunderstanding or outright ignoring a number of key dates, for example, can be costly—in terms of financial penalties and/or lawyers and accountant fees, not to mention considerable time to amend the errors.

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Retirement Planning Lord Abbett Company Llc Money Manager Commentary

Lord Abbett Shares More Tips on Trusts for IRA and 401(k) Holders - Part 2 of 2

June 14, 2018
Here’s the nitty-gritty on naming a trust beneficiary, plus insights on trust mechanics and taxation, and why bequeathing a Roth IRA ... [+] Read More

Lord Abbett Talks About Designating a Trust as an IRA Beneficiary - Part 1 of 2

June 7, 2018
Such a strategy can be beneficial, but be sure to consult an experienced attorney and tax professional to navigate the maze of rules. In ... [+] Read More

Lord Abbett Weighs in on Appreciating Net Unrealized Appreciation

May 3, 2018
Net unrealized appreciation allows for favorable tax treatment of withdrawals of an employer's stock - but understanding the rules is ... [+] Read More

Tax Reform Favors Charitable Giving From IRAs Finds Lord Abbett

April 19, 2018
Qualified charitable distributions (QCD) are poised to become even more popular under the new tax law.  While the Tax Cuts and Jobs Act ... [+] Read More

Stock Market Volatility: Could These Be Future Considerations for Investors?

February 16, 2018
Money Managers continue to reflect on the market volatility from last week, lessons learned, and consider what's to come. This week's post ... [+] Read More

Money Manager Commentary: Why Was the Market So Volatile This Week?

February 8, 2018
Money Managers have had plenty to say about the market volatility that started last week. That’s why this week we’re doing something ... [+] Read More

Lord Abbett Shares Year-End Retirement Checklist

December 7, 2017
Review your retirement plans to maximize potential savings for you and your family... Lord Abbett's 2017 Retirement Tips - Year End ... [+] Read More

Lord Abbett Explores Yield Curve Effect on US Stocks

November 23, 2017
In part one of a two-part Market View, Lord Abbett explored investor concerns about the ongoing flattening of the yield curve. A flat ... [+] Read More

Lord Abbett Reviews 2018 Retirement Plan Limits

November 2, 2017
The Internal Revenue Service (IRS) has released their retirement plan limits for 2018. Lord Abbett believes the information provided to be ... [+] Read More