◀ The Principal Blog

Market Bull Beats Liability Bear by a Nose in 2017



Happy 401(k) investors across the U.S. know that the stock market bull had quite a run in 2017. Sure, investment professionals can argue subtle points around the relative strength of growth vs. value, small vs. large cap, or emerging market potential, but it honestly didn’t take a lot of skill to…

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How the new tax law affects Roth IRAs



Any time there’s major tax reform, there are major questions on how it will affect certain strategies—and individuals. One strategy impacted by the most recent tax reform was the ability to do a Roth IRA “recharacterization.” Most of the confusion lies with the terminology being used when…

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