Retirement Planning - FA Magazine

Retirement Planning

By Andrew Gluck, February 2010 issue
New tools may help advisors determine whether a Roth conversion makes sense.

Obama's Retirement Savings Plans Aren't Enough

Thursday, 28 January 2010
Good, but not enough. That's how academics and advisors characterize President Barack Obama's plans to help Americans save more for retirement.

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Americans Insecure About Retirement, Surveys Say

Wednesday, 27 January 2010
Two new surveys indicate American workers are feeling less secure about the course of their retirements.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.

More Advisors Focusing On 401(k) Business

Monday, 25 January 2010
Here's how this advisor and others plan to grow their advisory businesses in 2010: focus on 401(k) clients.

Career Job, Interrupted

Wednesday, 20 January 2010
Remember the days when most guys were employed by one company most of their lives? According to a report, the romantic notion of a career job never existed—and that fact impacts retirement.

Even With Medicare, Health Costs Run High

Wednesday, 20 January 2010
Health care is one of the biggest costs advisors need to help clients plan for in retirement, even with the federal Medicare program providing basic coverage.

Ask The Right Questions

By Randy Bradley - Wednesday, 20 January 2010
That’s when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.

Managing Retirement Income

By Jack Gardner - Wednesday, 20 January 2010
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.

Changes Coming To U.S. Retirement System

Tuesday, 19 January 2010
The financial crisis dealt a huge blow to U.S. retirement savers' 401(k) accounts and now lawmakers and others are pushing for new retirement-plan rules and policies.

Wealthy Weigh Retirement Goals

Tuesday, 19 January 2010
Wealthy Americans are re-evaulating their attitudes toward retirement and many are more actively planning for the lifestyle they want in their later years, according to a new report.

Retirees Give Nod To “Life Goals” Rather Than “The Numbers”

Friday, 15 January 2010
“The Number” was a popular book several years ago that became a reference point in financial planning circles. Maybe it's time for a sequel called “Life Goals.”

Retirement Market May Boom

Wednesday, 13 January 2010
The retirement and pension plans category should be the second-best performing industry during the period of 2010-2019, according to industry research company IBISWorld.

Gender And Retirement Plans

Tuesday, 05 January 2010
How does gender affect the likelihood of participating in a retirement plan?

IRA Charitable Rollover Comes With Risks

Monday, 04 January 2010
Donors who have tapped their individual retirement accounts for charitable donations under a popular temporary tax break may be in for a surprise come tax season.

Rough Road

By Mary Rowland, January 2010 issue
The rules on providing investment advice to 401(k) plan participants have been shifting, but the end of the controversy is not in sight.

The First Step

By James Picerno, January 2010 issue
There are no easy answers for asset allocation, but at least there’s a practical starting point.

Workers Seek Roth IRA Option

Wednesday, 30 December 2009
Participants in 401(k) plans may get additional tools next year to avoid potentially higher taxes on their retirement savings.

Advisors Caution Against Rush To Roth IRA

Tuesday, 29 December 2009
Converting retirement savings to a Roth IRA isn't always a good move, some advisors say.

Retirement: It's Back To Basics For Many

By Bruce W. Fraser - Monday, 14 December 2009
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.


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When the IRS Comes Auditing

Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.

Ask The Right Questions

That’s when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.

Managing Retirement Income

Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.

Retirement: It's Back To Basics For Many

Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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