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Bankrate: Retirement

CNNMoney: Retirement Advice

Morningstar: ERISA

Morningstar: Retirement Strategy

NASDAQ: Retirement

  • newThe 1 Thing You Can't Forget to Take When Leaving a Job

    The 1 Thing You Can't Forget to Take When Leaving a Job

    Switching jobs can be both practical and necessary and today the average American changes jobs an average of 12 times before he or she retires But are you forgetting something when you go Switching jobs can be both practical and necessary and today t…
    - 15 hours ago, 18 Jan 18, 12:07pm -
  • new5 Ways Roth IRAs Help Retirees

    5 Ways Roth IRAs Help Retirees

    IRA Roth ANSWER Part of your decision should be based on what you think will happen to your tax rate by the time you withdraw the money If you believe your current rate is higher than it will be when you take withdrawals then you may want to consider…
    - 16 hours ago, 18 Jan 18, 11:07am -
  • newHave This Conversation Before It's Too Late

    Have This Conversation Before It's Too Late

    By  Douglas A. Boneparth, CFP®, AIF®, MBA I have a question for you Millennials: Did your parents talk to you about personal finance growing up? Have they talked to you recently about their financial plans for the future? The answer is probabl…
    - 16 hours ago, 18 Jan 18, 10:19am -
  • Don't Gamble With Your Retirement Income - Protect It

    Don't Gamble With Your Retirement Income - Protect It

    Many articles about retirement planning either start or end with someone walking into an office to speak with a financial professional Many articles about retirement planning either start or end with someone walking into an office to speak with a fin…
    - 2 days ago, 17 Jan 18, 9:07am -
  • The Key to Financial Independence? Saving Money

    The Key to Financial Independence? Saving Money

    By  Paul Sydlansky, CFP® The ability to save money is one of the foundational principles for reaching financial independence. Good money behaviors, including spending habits and a commitment to saving, are a recipe for success. While some peopl…
    - 3 days ago, 16 Jan 18, 2:21pm -
  • How New Tax Law Affects Retirees, Retirement Plans

    How New Tax Law Affects Retirees, Retirement Plans

    Tax lawyers accountants and financial planners are burning the midnight oil trying to figure out all the ins and outs of the new tax law The men and women of the IRS given less than two weeks between the day President Trump signed the law and the tim…
    - 5 days ago, 13 Jan 18, 6:06pm -
  • The Ultimate Tax and Retirement Strategy for High Earners

    The Ultimate Tax and Retirement Strategy for High Earners

    When people think of retirement accounts they often think first of a 401 k plan 401 k s are certainly great options but they come with contribution caps that could fall short of some participants hopes This is where a cash balance pension plan comes…
    - 6 days ago, 13 Jan 18, 9:06am -
  • Why Working Past 65 Can Be Doubly Rewarding

    Why Working Past 65 Can Be Doubly Rewarding

    The typical retirement plan devised by a financial adviser will call for you to manage your investments in stocks bonds and cash so that they last through your projected life span The typical retirement plan devised by a financial adviser will call f…
    - 6 days ago, 13 Jan 18, 8:07am -
  • Money Aside, 5 Questions to Answer Before You Retire

    Money Aside, 5 Questions to Answer Before You Retire

    As the days draw down to retirement people tend to get excited They envision leisurely mornings on the deck with coffee taking that European riverboat cruise playing endless golf on green sun filled courses or simply spending more time with family an…
    - 7 days ago, 12 Jan 18, 9:02am -
  • New Tax Law Offers Added Incentive to Make Tax-Free Transfer of RMDs From Your IRA to Charity

    New Tax Law Offers Added Incentive to Make Tax-Free Transfer of RMDs From Your IRA to Charity

    required minimum distribution ANSWER Yes The new tax law doesn t change the rules for qualified charitable distributions or QCDs which let people older than 70 transfer up to 100 000 from their IRAs to charity each year and have it count as their RMD…
    - 7 days ago, 11 Jan 18, 6:02pm -

TheStreet: Retirement

  • Working After Retirement Is the Newest Trend

    Working After Retirement Is the Newest Trend

    Stu Gelbord was 62 years old when he retired from his position as vice president of a food manufacturing company. Five years later, Gelbord was back in the business arena, using his retirement money to become a franchisee of two new locations for the…
    - 28 Jun 16, 7:30am -
  • 3 High-Yield Dividend Stocks for Safe Retirement Income

    3 High-Yield Dividend Stocks for Safe Retirement Income

    The utility sector is one of the best sectors for reliable dividend income. Three of the most dependable, highest-yielding dividend stocks for income are found in the sector. Each of these regulated utility companies essentially operates as a mon…
    - 25 May 16, 1:12pm -
  • How to Handle Your First 401(k) Plan

    How to Handle Your First 401(k) Plan

    The job market for the 2016 crop of college graduates is looking promising, as employers say they're planning to hire about 5% more graduates from the class of 2016 than last year, according to data from the National Association of Colleges and Emplo…
    - 23 May 16, 10:05am -
  • How to Cash In on Boomers' Retirement Plans

    How to Cash In on Boomers' Retirement Plans

    How can you profit from retiring Baby Boomers? Lately the news has been filled with dire warnings about the mass of Boomers headed toward retirement age and the consequences for Social Security when that happens. These concerns are well founded. At…
    - 23 May 16, 9:17am -
  • Target Date Funds Offer Convenience -- but Also Pitfalls

    Target Date Funds Offer Convenience -- but Also Pitfalls

    While interest in target date and other types of balanced funds continues to grow — especially among younger investors — the convenient funds do offer some snags all investors, young and old, should know about. Target date funds — also called…
    - 20 May 16, 7:09am -
  • There’s a Retirement Savings Gap Between Men and Women

    There’s a Retirement Savings Gap Between Men and Women

    If you think the process of saving for retirement is the same for men and women, think again.
    - 12 Mar 16, 10:00am -
  • Many Investors Think This Year’s Stock Market Volatility Is Here to Stay

    Many Investors Think This Year’s Stock Market Volatility Is Here to Stay

    The first few months of 2016 saw elevated levels of volatility in global stock markets amid falling oil prices and worries about a slowdown in China’s economy.
    - 10 Mar 16, 9:31am -
  • Don’t Misuse Your Target-Date Fund

    Don’t Misuse Your Target-Date Fund

    Investors are misusing their target-date funds and it is not because they don’t understand how they work.
    - 1 Mar 16, 7:00am -
  • T. Rowe Price: Staying the Course Pays Off

    T. Rowe Price: Staying the Course Pays Off

    Investors who remain invested tend to fare far better in the years after a market downturn than those who sell and then try to jump back into stocks.
    - 16 Feb 16, 5:14pm -
  • Gen Xers Win Title of 'Most Worried’ About Retirement

    Gen Xers Win Title of 'Most Worried’ About Retirement

    Generation Xers were slammed by the financial crisis and are now worried about the stability of their jobs.
    - 3 Feb 16, 3:06pm -
Recipe Test Nest
Recipe Test Nest
Recipe Test Nest
Recipe Test Nest

WSJ: Retirement Planning

  • Why More 401(k) Plans Offer 'Brokerage Windows'
    More 401(k) plans are providing a “brokerage window” through which participants can buy a wide range of stocks, mutual funds and other securities. While the services expand investors’ choices, they often come with extra fees that can reduce lon…
    - 1 Jul 16, 12:47pm -
  • How to Lobby for a Better 401(k)
    Weekend Investor: Many workplace plans are hobbled by high fees or inadequate choices. Here’s how to tactfully advocate for improvements.
    - 2 May 15, 3:12pm -
  • Golden Rules for Your Golden Years
    Seven guidelines to help meet your retirement goals. While there are no guarantees, these will help you avoid some of the biggest mistakes people make with their investments and minimize the risk that your nest egg will expire before you do.
    - 8 Mar 15, 3:01am -
  • Have the Right Tools for Retirement
    Five steps you should take before retiring to make post-employment easier. Among them, make a realistic and efficient plan for withdrawing money from savings and a nonfinancial plan for staying engaged during retirement.
    - 22 Feb 15, 2:31am -
  • A New Savings Plan for the Disabled
    529 ABLE beneficiaries will still qualify for supplemental security income.
    - 8 Feb 15, 2:31am -
  • For Some, Retirement Brings Grief
    After decades of punching a clock, most retirees look forward to having more time for interests and activities that had been squeezed into a few hours at night or on weekends. But not everyone makes that transition easily.
    - 30 Nov 14, 2:31am -

Your Retirement Income Blueprint Blog

  • Donor-directed taxes – You decide who gets your money!

    Donor-directed taxes – You decide who gets your money!

    Are excess savings in RRSPs going to create a problem for you in the future? In our practice, we quite typically see retirees in receipt of pension incomes, CPP, OAS, — often doubled up in a household — whose core … Continue reading →
    - 29 Jul 14, 2:32pm -
  • Seeking Out a Reasonable Fee Structure for Your Investments

    Seeking Out a Reasonable Fee Structure for Your Investments


    - 7 Jul 14, 10:00am -
  • The Cash Wedge: An Income Delivery Process – PART 3
    This is continued from our previous blog post on June 19th. Additional Investment Considerations for Your Withdrawal Portfolio There are a number of strategies and considerations that will be beneficial to you in obtaining the maximum benefit from yo…
    - 30 Jun 14, 9:30am -
  • The Cash Wedge: An Income Delivery Process – PART 2
    This is continued from our previous blog post on June 10th. 4.   If the equity selections provide investment returns that will allow you to take profits and replenish the Cash Wedge, it may make sense to renew the GICs … Continue reading →
    - 19 Jun 14, 9:00am -
  • The Cash Wedge: An Income Delivery Process – PART 1

    The Cash Wedge: An Income Delivery Process – PART 1

    The “Cash Wedge” is what I call the income delivery process I developed in 1993 and have been using successfully ever since. It helps to address the issues that you cannot control by allowing you to focus on those aspects … Continue reading →
    - 10 Jun 14, 10:00am -
  • The 4 per cent rule
    Based on early research of actual stock market returns and retirement scenarios over the past 75 years, it was found that retirees who draw down no more than 4.2 per cent of their portfolio in the initial year and adjust … Continue reading →
    - 30 May 14, 10:00am -
  • MAKING YOUR BLUEPRINT WORK FOR YOU
    Don’t make the decision to retire without knowing that you have the assets you need to fund the lifestyle you seek. This is one of the prime functions of your blueprint. It can help you determine if it is feasible to do … Continue reading →
    - 22 May 14, 10:00am -
  • Don’t Stop ’til You Get Enough
    Have you ever been driving to a destination and found yourself wondering if you had enough fuel to complete the trip? It is a very unsettling and stressful feeling and does not make for an enjoyable journey, for either the driver or … Continue re…
    - 8 May 14, 4:00am -
  • Paying the Piper
    One change that occurs when you start drawing your retirement income is how tax is paid on the income. During your working years, tax is deducted by your employer and remitted on your behalf. You are left with your net … Continue reading →
    - 30 Apr 14, 9:00am -
  • Reducing Your Total Income Through Deductions and Credits
    Understanding the difference between a tax deduction and a tax credit will enable you and your advisor to apply strategies and employ financial tools to help you reduce the tax you pay on your retirement income. Tax deductions are subtracted … Cont…
    - 15 Apr 14, 9:00am -

MOSERS Straight Talk

  • Straight Talk has Moved!

    Straight Talk has Moved!

    MOSERS’ Straight Talk has been merged with our Rumor Central Blog. While we will no longer continue to update this blog, we will continue to leave it up so that your bookmarked links will still remain active. If you subscribe to this Straight Talk…
    - 26 Feb 14, 9:29am -
  • Putting the pieces together part 2: Your monthly income

    Putting the pieces together part 2: Your monthly income

    Getting ready for retirement often means collecting pieces of information from multiple agencies so that you can begin to envision your life post-retirement.  This is part 2 of a 3-part series: Part 1: Gathering estimates for your health care premiu…
    - 18 Feb 14, 10:57am -
  • Friday Top Five: February 14, 2014

    Friday Top Five: February 14, 2014

    From PandoDaily: The Wolf of Sesame Street: Revealing the secret corruption inside PBS’s news division On December 18th, the Public Broadcasting Service’s flagship station WNET issued a press release announcing the launch of a new two-year news s…
    - 14 Feb 14, 2:36pm -
  • Friday Top Five – February 7, 2014

    Friday Top Five – February 7, 2014

    The Friday Top Five: A collection of the top five news articles, blog posts, or other retirement related information from the past week. From PensionDialog: Are We Ready to Retire? Retirement savings—and the lack thereof—for private sector employ…
    - 7 Feb 14, 2:07pm -
  • Putting the Pieces Together Part 1: Your Health Care Premium

    Putting the Pieces Together Part 1: Your Health Care Premium

    Getting ready for retirement often means collecting pieces of information from multiple agencies so that you can begin to envision your life post-retirement. Although MOSERS no longer provides health insurance for state employees (and hasn’t since…
    - 6 Feb 14, 10:39am -

SmartMoney: Retirement

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