eMoney Tip of the Week: Adding Employer Contributions

Many clients invest in pre-retirement accounts, such as 401Ks, to help add to their retirement savings. And as an incentive to save, many employers contribute to these accounts as well, making Employer Contributions a key part of the retirement planning process. In emX, there are two ways of adding employer contributions for eligible accounts that both work to create more accurate financial plans.

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eMoney Tip of the Week: Inherited IRAs in eMoney

Inherited IRAs are a significant, and oftentimes complicated, part of many clients’ Estate Plan. As an advisor, it takes diligence to stay aware of the updates made to IRA rules each year so that you can provide clients with the right advice. To help, emX is designed to provide you the best possible platform to plan for and illustrate the many different strategies for an inherited IRA.

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eMoney Tip of the Week: Navigating DOL Updates using eMoney

The fate of the DOL Fiduciary Rule remains unknown due to recent discussions. Aside from the DOL outcome, advisors will continue to have increased regulation over how they are serving their clientele. The Fiduciary Framework initiative provided by eMoney will continue to provide advisors and firms with the tools they need to create a framework…

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