NAPA Net - Polling Places 101119 |
Filling Holes in Retirement Readiness
A surprising amount of retirement savings turns into pre-retirement spending (and taxes) for no reason other than the complexity of the rollover process. This week, we’d like to know your thoughts on, and experience with, that process – and if you’re one of the first 100 respondents, you could win a free registration to the 2020 NAPA 401(k) Summit!
Concerns about leakage continue to pop-up in headlines (even ours) – and, while it’s hardly a new or unique problem, it’s arguably a much bigger hole in the nation’s retirement security than the impact of student debt (which, to my eyes, anyway, has garnered a LOT more attention). This week, we’d like to know about your experience with rollovers – both rollouts and roll-ins – not to mention your familiarity or experience with a (still relatively) new alternative to deal with leakage.
Concerns about leakage continue to pop-up in headlines (even ours) – and, while it’s hardly a new or unique problem, it’s arguably a much bigger hole in the nation’s retirement security than the impact of student debt (which, to my eyes, anyway, has garnered a LOT more attention). This week, we’d like to know about your experience with rollovers – both rollouts and roll-ins – not to mention your familiarity or experience with a (still relatively) new alternative to deal with leakage.