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Headlines you need to know this week — December 3, 2019
Many workers make early 401(k) withdrawals A recent survey found that 49% of workers have made early withdrawals from their 401(k) plans. The top reasons cited were unemployment, medical bills and unplanned expenses, and debt repayment. The study also found that 52% of workers said they are falling behind in their retirement saving.
Wealth managers give clients high grades for saving In a recent financial wellness poll, advisors reported that saving for retirement was the top priority among clients of all generations. Most Boomers and Millennials put their money into retirement accounts, compared with Gen X who invested in individual stocks and bonds at a slightly higher rate. Investors were “somewhat” or “very knowledgeable” about strategies to reduce tax liability.
More data released for ESG analysis Global index provider MSCI recently published its environmental, social, and governance (ESG) ratings of more than 2,800 companies in its All-Country World Index. MSCI noted the ratings are based on 37 criteria. In 2020, the firm plans to release data on more companies, bringing the total to 7,500.
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Retirees who do not rely on RMDs for expenses may want to donate IRA assets to charity to receive a tax break.… https://t.co/FwbbDBAgTP
People are living longer and the Treasury Dept. wants to update life expectancy data that drives retirement account… https://t.co/Iwri1SGBzg
Since tax reform, the number of distributions donating IRA assets directly to charity increased 74%.… https://t.co/4y6eUbX5xE
Retirement plan sponsors can benefit from comparing the most common capital preservation investments used in DC pla… https://t.co/q1G6BzOe9H
The Treasury Dept. is eyeing updates to life expectancy data that could help retirees taking RMDs hold on to more o… https://t.co/5YaXZg37eQ
Wishing you a happy, and bountiful Thanksgiving from our Putnam Investments family to yours! #AlwaysActive… https://t.co/L00AswIg7s
Nothing beats being courtside at the Garden on game night. If you were there for @celtics vs Nets, you’re in the ph… https://t.co/zdrVks9rRE
Happy #Thanksgiving from all of us at Putnam. #AlwaysActive #AlwaysThankful https://t.co/74EVfnQpDg
Advisors, another reason you need to be active on LinkedIn: You'll likely find your next best (Millennial) client t… https://t.co/ccB6NyC04V
Hear from the managers of Putnam Growth Opportunities Fund on their process for identifying opportunities for durab… https://t.co/Z6vqdCCJch
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