WORTH MAGAZINE ARTICLES
We are excited that Richard P. Slaughter Associates has partnered with Worth magazine to provide articles for the bi-monthly publication. Slaughter Associates has long focused on sharing our knowledge and educating our clients, potential clients and partners, so this opportunity was a natural fit for us.
If you are involved in the administration of a retirement plan at your company, you might be held personally liable for fiduciary breaches within the plan. To avoid fines, penalties and judgments, fiduciaries to these popular employee benefits must be vigilant about following complex laws and regulations.
Most wealthy individuals and families need multiple professionals with distinct areas of expertise. Assembling the right team of experts will help ensure a successful overall financial strategy.
Regardless of each side's sincere reasons for delaying the discussion, it is important for adult children to talk with their parents before estate plans are set in motion, due either to death or incapacity.
Target date funds (TDFs) can simplify and improve a 401(k) plan, but TDFs do have some disadvantages. Learn how to maximize a 401(k) plan's success using TDFs in conjuction with a fiduciary advisor.