Retirement Income - FA Magazine

Retirement Income

What Experts Are Doing With Their Own Roth IRAs

Wednesday, 18 August 2010
Is it finally time to convert a traditional individual retirement account to a Roth? And if so, how should you do it?

Another Threat To Economy: Boomers Cutting Back

Wednesday, 18 August 2010
For America's baby boomers, the longer it takes for the economy to recover, the less money they'll have to spend in retirement. Also, older workers are finding it harder to get jobs.

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When Trusts Meet Retirement Accounts

Thursday, 05 August 2010
Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.

A Good Fit

By Alan Lavine, August 2010 issue
Immediate annuities fit well in retirement income plans.

Affluent Investors Feel Unprepared For Life Emergencies

Wednesday, 28 July 2010
Financial advisors should take a look at clients' liquidity and borrowing power, now that the financial crisis has investors more wary, a Merrill Lynch study found.

Not Just A ‘Mancession’

Wednesday, 28 July 2010
Although it was reported that more men than women lost jobs by early 2009, there's no doubt women felt the pain of The Great Recession, too. A study shows many more women expect to work longer.

Retirement May Mean A Lifestyle Downgrade

Monday, 19 July 2010
If your clients are baby boomers, the odds are high they'll exhaust their retirement savings after ten or 20 years of retirement, according to a new report.

Roth IRA Conversions And College Planning

By Troy Onink and Bernard Whalen - Tuesday, 06 July 2010
Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.

Advisor Emporium

June 2010 issue
Advisor Emporium

Frontline News

June 2010 issue
Frontline News

Reverse Mortgages Are Now Less Costly

Monday, 28 June 2010
Reverse mortgages might be more appealing to some clients now that fees have fallen substantially in recent months. Borrowing limits have been reduced, however.

Donations Can Help Offset Roth IRA Bill

Monday, 28 June 2010
Bulking up on charitable donations is one strategy some financial advisors are recommending this year to clients facing a tax hit from moving retirement assets to Roth IRAs.

The Scholar Of Savings

Monday, 21 June 2010
Most people couldn't pick this guy out of a line-up. But this son of a Dead Sea Scroll scholar is the Washington insider figuring out how to boost Americans' retirement savings.

Managing Retirement Income: Part VI

By Jack Gardner - Tuesday, 15 June 2010
In the final installment of this six-part series, learn how managing the retirement income sequence of returns and reverse dollar cost averaging affect retirement portfolios.

Small Businesses Hunt For More Roth Assets

Monday, 14 June 2010
Small-business owners are tapping pre-tax individual retirement accounts and profit-sharing plans in search of assets to roll over into Roth IRAs.

Retirement Shortfall Expected

Tuesday, 25 May 2010
A recent study found just 18% of employees with the potential to work at least 30 years and contribute to their employer’s savings plans during that time will have enough money for retirement.

Inflation's Toll On Annuity Payouts

Monday, 24 May 2010
The guaranteed payouts on immediate annuities offer insurance against the kinds of rocky times investors have been weathering of late. But inflation could whittle away value.

Managing Retirement Income: Part V

By Jack Gardner - Thursday, 20 May 2010
Investors who are on the road of retirement all share some common fears, including spending too much, principal loss from market volatility, loss of purchasing power due to inflation and the biggest fear of all, running out of money.

New Retirees Often Make Poor Decisions

Wednesday, 19 May 2010
The period right after retirement can be the most critical period for investors, but it’s also a time when people make decisions with their guts instead of their heads, experts say.

Retirement Quandry Affects All Ages

Wednesday, 21 April 2010
A new survey says young people don't know how to start saving for retirement and older people think they should have started saving much sooner.


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