Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Strong DC Sales Highlight Opportunity in Small- to Midsize Plan Market
By Danielle AndrusFidelity Investments reported strong defined-contribution sales in the small- to midsize plan market in 2011.
February 22, 2012
TDF Investors Report High Levels of Retirement ConfidenceOver two-thirds of investors with assets in target-date funds feel more secure about their retirement than those not invested in TDFs, a report released Tuesday by ING U.S. found, and nearly three-quarters say they are confident that theyre making good investment decisions.
February 22, 2012
Be Gentle or Assertive, but Stop Clients From Overspending!The key: help the client more solidly feel the disconnect between their current behavior and their long-term goals.
February 21, 2012
New Evidence That Retirement is a Thing of the Past (Forbes)A new study conducted by Harris Interactive on behalf of the jobs site CareerBuilder.com. reinforces a trend that has been building over the past several years: retirement no longer starts at age 65.
February 21, 2012
Do Tax Rates Go Up or Down in Retirement? (Morningstar)The decision about whether to opt for Roth tax treatment of your retirement assets -- where you pay taxes upfront in exchange for tax-free withdrawals later on -- requires you to make a judgment about whether your taxes will be higher in retirement than they were while you were working,...
February 17, 2012
Tax Time for Retirees (Chicago Tribune)"Maybe you thought your tax prep would get less complicated once you stopped working," writes Jill Schlesinger, "but preparing taxes in retirement can be quirky."
February 17, 2012
Tax Time for Retirees (Chicago Tribune)"Maybe you thought your tax prep would get less complicated once you stopped working," writes Jill Schlesinger, "but preparing taxes in retirement can be quirky."
February 17, 2012
Are Annuities the High-Speed Rail of Retirement Plans? (BenefitsPro)A new high-speed rail line in New York serves very little purpose. Likewise, is an annuity a solution in search of a problem?