Retirement News

Oct 12, 2014 12:01 am
Distribution error wipes out IRA – InvestmentNews
InvestmentNews Distribution error wipes out IRA InvestmentNews Trusts are set up to protect assets after death, but rules must be followed precisely to avoid losses An entire IRA was lost to a distribution error after death. This is a textbook case of what not to do when a trust is named as the IRA beneficiary. Trusts are set up to protect assets, such as individual retirement accounts … read more

Updated Oct 12th 2014 – 8:16 PM
3 Companies With the Best Retirement Plans – DailyFinance
DailyFinance 3 Companies With the Best Retirement Plans DailyFinance The plain truth is that we as a nation are terrible savers. We know that we need to save and that in order to live comfortably in retirement, we should start saving as early as possible. But when it comes down to it, Americans are much better at spending — and it’s for this reason … read more

Oct 12, 2014 – 8:52 AM
Why women are losing the retirement savings game – CNNMoney
CNNMoney Why women are losing the retirement savings game CNNMoney When it comes to putting money away for retirement, women outmatch men: But when it comes to the final savings tally, women are falling far behind. According to a Vanguard analysis of more than 1 million 401(k) savers, women are 10% more likely to enroll in their workplace savings plan … read more

10/10/2014 10 AM
Social Security Statements Are Back But Ignore Them At Your Peril – Forbes
Forbes Social Security Statements Are Back But Ignore Them At Your Peril Forbes Last week, I wrote about Social Security myths. Unless you’re collecting Social Security, your main contact with the program was probably those Social Security statements you used to receive in the mail about 3 months before your birthday. Well, if you’ve … read more

Oct. 10, 2014 10:15 a.m.
Retirees Should Invest for Total Return – USNews
USNews If you’re not looking at total return, you’re not seeing the whole picture. USNews
The old formula for retirees to “live off of the interest earned from fixed income investments” is nearly impossible in today’s interest rate environment. A 10-year U.S. Treasury note yields about 2.5 percent. Said another way: If you agree to lend the U.S. government $10,000, they promise to pay you $250 per year (before taxes and inflation) … read more

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