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Rising tax rates are one reason to rethink IRA accounts; plus Detroit's emergence from bankruptcy and a Social Security tip for people who remarry after 60.
November 12 -
The topic of retirement income should be non-partisan so Congress could score points with voters and help workers; Plus, if you're near retirement, the recent recovery is working against you.
November 11 -
At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.
November 10 -
Policyholders may be able to reduce benefits and still get good coverage; Plus, using direct deposit for income checks can help retirees avoid becoming victims of fraud.
November 7 -
Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income.
November 6 -
Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.
November 5 -
As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses
November 4 -
Workers can better diversify their tax requirements if they hold both Roth and pre-tax accounts; Plus the best way to analyze Social Security benefits.
November 3 -
Management fees can eat away most of a fund's yields says Vanguard's founder; Plus, what you need to know about Medicaid and long-term care and how two men who saved the same amount for retirement wound up $234K apart
October 31 -
Converting a traditional IRA to a Roth account before year's end can be a great strategy in tax planning; Plus, the myth of the dumb 401(k) investor and the new wage base for 2015 Social Security taxes and benefits
October 30 -
Where should clients put income from a side consulting job when they've maxed out their retirement plan contributions?; Plus, one of the most important retirement decisions you need to make; And don't the next downturn undermine your retirement.
October 29 -
Millennials feel guilty about this common financial decisionbut they shouldn't; How is Partners Group solving the 401(k) puzzle?; How to fund retirement with your life insurance
October 28 -
What older workers can and can't do with their 401(k) plans; 401(k) investors are 'so dumb'; 401(k) contribution limits will increase for 2015
October 27 -
Advisor sends his clients on a road trip; 401(k) contributions max to rise to $18,000 in 2015; Navigating the new retirement world
October 24 -
Should insurers handle public-pension payouts?; the procrastination penalty for retirement savers; three steps retirement investors must take now to survive this market
October 23 -
6 networking tips for retirees; Will your retirement savings last?; How to learn what you're paying for your retirement account
October 22 -
5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio
October 21 -
Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role
October 20 -
An extra step to protect inherited IRAs; What youll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again.
October 17 -
Surprise, retirees aren't that vulnerable to fraud; 4 questions to ask before retiring overseas; 3 mistakes that can sink your retirement
October 16
