Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Sidestep Tax Traps
By Calvin GoetzIf a 401(k) rollover is not done properly, your client could be in for a big tax surprise.
March 08, 2012
RIIA Launches Research Initiative to Mine Consumer DataThe Retirement Income Industry Association (RIIA), Boston, has launched the RIIA Market Insight (RMI) initiative, a research program that brings together industry leaders, researchers and their collective data to create a 360-degree view of consumer households who buy and depend upon the industry's products and services.
March 08, 2012
RIIA Launches Research Initiative to Mine Consumer DataThe Retirement Income Industry Association (RIIA), Boston, has launched the RIIA Market Insight (RMI) initiative, a research program that brings together industry leaders, researchers and their collective data to create a 360-degree view of consumer households who buy and depend upon the industry's products and services.
March 08, 2012
Annuity Sales in the Post-Madoff EraHas Ponzi schemer Bernard Madoff tainted an entire profession? A case in California suggests so.
March 07, 2012
Walking the TightropeThe pummeling of retirement portfolios suffered during and since the recession of 2007-2009 and continuing high volatility in the equity markets has many still-employed older Boomers asking whether they can recover their losses; and if so, what approaches they need to adopt to get back on track to a comfortable...
March 07, 2012
Testing the 4%-a-Year Retirement Rule (Wall Street Journal)The creator of the 4% rule for retirement withdrawals says the next five years could determine whether his rule will remain valid.
March 07, 2012
Survey: 7 in 10 Households Have a Tax-Advantaged Retirement AccountThe study finds that 71% of U.S. households have a tax-advantaged retirement account. The group includes individuals who own an employer-sponsored retirement plan only (30%); own an IRA and employer-sponsored retirement plan only (31%); and own an IRA only (10%).
March 07, 2012
Survey: 7 in 10 Households Have a Tax-Advantaged Retirement AccountThe study finds that 71% of U.S. households have a tax-advantaged retirement account. The group includes individuals who own an employer-sponsored retirement plan only (30%); own an IRA and employer-sponsored retirement plan only (31%); and own an IRA only (10%).