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In The News

The following are articles in which Jeremy E. Portnoff, MSFS, CFP®, CIMA®, has been quoted:
 

Many unaware of Roth 401(k) benefits (USA Today) 11/4/2017

A target-date fund for retirees who aren't sure how to invest - and need to take RMDs (Marketwatch) 6/14/2017

How Entrepreneurs Can Use IRAs to Finance Startups (Wall Street Journal) 4/23/2017

Why Would Your 401(k) Be Unavailable After You Leave a Job? (Investopedia) 9/22/2016

Tips on how to make a retirement calculator work for you (USA Today) 6/26/2016

Senator Booker to millennials: Start financial planning early (Northwestern University Medill DC) 4/13/2016

3 Reasons Millennials Should Consider a Robo-Advisor (U.S. News) 4/7/2016

Social Security: What to Know About Delaying Filing (Investopedia.com) 1/11/2016

Funding a start-up from your 401(k) can be risky business (11/11/2015)

Intuit TurboTax Answer Xchange (2/2015)

Year-end retirement plan to-do list (USA Today) 11/15/2014

Beware these IRA rollover mistakes (MarketWatch) 1/28/2014

11 Ways to Avoid the IRA Early Withdrawal Penalty (U.S. News & World Report) 9/23/2013

Draining IRAs toosoon poses big risks (MarketWatch) 5/18/2013

Donating retirement assets to charities (MarketWatch) 1/8/2013

10 Money Challenges Everyone Should Try (Mainstret) 03/16/2012

Five Money Tips for Every College Freshman (Wall Street Journal) 8/21/2011

Weighing Means-Testing For Social Security (Dow Jones Adviser) 7/28/2011

Roth-to-IRA Reversal Opens Up Options (Wall Street Journal) 10/26/2010

The Game Plan (Wall Street Journal) 9/20/2010

The 10 Biggest Sources of Retirement Income (U.S. News & World Report) 5/10/2010

6 Reasons More Americans are Delaying Retirement (U.S. News & World Report) 5/7/2010

Should You Buy or Rent? (Kiplinger's Personal Finance) 4/2010

Good, Better, Best (Financial Planning Magazine) 1/1/2010

For young couples, renting may be a better option (InvestmentNews) 7/22/09

VUL Slides with Market (Financial Advisor Magazine) 05/27/09

Can Credit Scores Be Raised In Recession? (LifeWhile) 3/3/2009

How to survive (and thrive) in today's economy (The Courier-Post) 2/19/2009

Credit-Score Pitfalls of the Wealthy (The Wall Street Journal) 2/17/2009

Income planners take note: Madoff a cautionary take (National Underwriter)- 1/28/2009

Tax Pain Today May Yield Gains Later for Roth IRA Conversions (Bloomberg ) 12/29/2008

No Shortage on Theories On Taking RMD's (National Underwriter) 12/01/2008

Make RMD's Work To Your Benefit (National Underwriter) 11/03/2008

Plans to ease withdrawal rules draw criticism (InvestmentNews) 10/19/2008

Advisors Divided Over Value Of Retirement Annuity Laddering (National Underwriter) 9/08/2008

Financial Q&A: Why Creditors are Watching All of Your Accounts (The Christian Science Monitor) 9/08/2008

Retirement Words You Need to Know (BusinessWeek) 7/10/2008

Sky-high gas prices driving advisers to take new roads (InvestmentNews) 6/09/2008

Financial Q&A: Is The Time Ripe for Roth IRA Conversions? (The Christian Science Monitor) 5/30/2008

DebtSmart Email Newsletter- MORE: Lower Interest Rate Success Story 4/16/2008

DebtSmart Email Newsletter- Lower Interest Rate Success Story 4/02/2008

6 smart 401(k) moves for rough times (MSN Money) 4/01/2008

So What's Next? (Advance for Imaging and Radiation Therapy Professionals) 3/24/2008

Clemens Testifies to Congress (MainStreet.com) 2/14/2008

Taking on the Real World (Advance for Imaging and Radiation Therapy Professionals) 9/24/2007

The Star Ledger- Ask the Biz Brain 9/14/2007

Setting -- and Achieving -- Financial Goals (BusinessWeek) 9/04/2007

Six Ways to Learn from Your Peers (AdvisorMax) 9/03/2007

Tales From the Trenches, Part I (Morningstar) 7/19/2007

Will Sub-prime Woes Roil Boomers' Financial Plans? (National Underwriter) 7/16/2007

Plans Can Prevent Wedding-Bell Blues (Investors Business Daily 5/18/2007

To appeal or not to appeal (InvestmentNews) 5/14/2007

Variable universal life — Are boomer benefits worth the risk? (Boomer Market Advisor) 5/01/2007

De-cluttering your finances (Bankrate.com) 5/01/2007

Wave of Retiring Boomers Won't Roil Markets (National Underwriter) 4/16/2007