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Emily Spreiser's Posts

Age out loud: Speak up for your retirement rights

Age out loud: Speak up for your retirement rights

May is Older Americans Month, and this year’s theme is “Age Out Loud.”  The theme reflects the fact that today’s older Americans are vocal, engaged, and play essential roles within their communities. They are taking charge by speaking up and advocating for themselves and for others. More...

Hold On To Those Tax Forms! Keeping Your Tax Records Can Help You Protect Your Retirement Benefits

If you’re like most Americans, you just filed your taxes. This means you probably gathered important tax documents to help. But now that you’re done, what are you going to do with those documents? More...

New white paper: Employee Stock Ownership Plans: Are They Worth the Risks?

Employee Stock Ownership Plans, or “ESOPs,” are retirement plans that invest in employer stock. They are growing in popularity not only because they receive tax benefits that are not available to other types of retirement plans, but also because of their philosophical appeal: they let the employees own part or all of the company that they work for. More...

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