Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.
by
Ray Fazzi
Average 401(k) account balances held with Fidelity Investments went up
28% last year, allowing many workers to recoup much of their losses
from 2008, according to the company.
Even high-net-worth investors are turning more often to their financial
advisors for help with a benefit generally associated with the less
affluent: Social Security.
by Andrew Gluck
New tools may help advisors determine whether a Roth conversion makes sense.
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.
