Articles by Strategic Retirement Partners

Vested Interests

Vested Interests

Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement benefits while promoting...

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Fasten Your Seatbelt

Fasten Your Seatbelt

Surviving Market Turbulence Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a...

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How Are My Investments Taxed?

How Are My Investments Taxed?

Understanding Taxation in Your Retirement Plan When you contribute to a retirement plan like a 401(k) or 403(b), you’re doing more than...

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What’s the Alternative(s)?

What’s the Alternative(s)?

Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with “alternative” investments such...

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