Good, but not enough. That's how academics and
advisors characterize President Barack Obama's plans to help Americans
save more for retirement.
by
Ray Fazzi
Two new surveys indicate American workers are feeling less secure about the course of their retirements.
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.
by
Dorothy Hinchcliff
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.
by Jack Gardner
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
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 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.
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.
by Bruce W. Fraser
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 prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.
by Mitchell Kauffman
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.
by
Karen DeMasters
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
by
Eric Rasmussen
Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.
by
Jeff Schlegel
Just when they need it least, a growing number of people at or near retirement are experiencing higher debt levels.
by Michelle Knight
Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.
by
Ray Fazzi
Planning for retirement
remains a top concern for many Americans, but that hasn't resulted in a greater
reliance on financial planners, according to a new survey.
by
Ray Fazzi
Two national pension
organizations announced plans to combine operations, while at the same time
keeping their individual identities.
by
Ray Fazzi
Given the widespread fear in
the Great Recession, it's no surprise annuity sales have skyrocketed over the
last year.
by Curtis R. Bryant
Your middle-income clients need to consider new ways to fund retirement so that they don't outlive their money. Here's how both advisors and clients need to change their thinking.
by
Dorothy Hinchcliff
More companies are coming up with ways to provide retirement income to
clients and PIMCO is no exception: Today the firm announced it has
launched the PIMCO Real Income Funds.
