Mar 9, 2017 | 401k, Asset Allocation, Do You Know, IRA, Money and Aging, Retirement Plans, Retirement Reality, Risk and Rewards
“While most Americans realize retirement will be the biggest purchase of their lifetime—costing 2.5 times the cost of an average home—81% say they do not know how much money they will need to fund their retirement,” writes Rebecca Moore in a superb article for...
Sep 28, 2016 | IRA, Retirement Plans, ROTH
WASHINGTON — The Internal Revenue Service [on Aug. 24] provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or...
Jul 19, 2016 | 401k, Boomer Retirement, IRA, Money and Aging, Planning for Longevity, Protect Your Family, Retirement Plans, Retirement Reality
“Americans from all walks of life face several overarching challenges to their retirement security and personal savings. More specifically, they have to deal with six primary obstacles that make it harder for them to put away enough money to have a secure retirement,”...
Jul 6, 2016 | Asset Allocation, Do You Know, IRA
“The need for more education on IRAs is evident, especially among millennials, given that 35% of this young generation say they don’t know enough about these accounts to consider using one, according to a [TIAA] survey,” writes Tanvi Acharya in an...
Apr 19, 2016 | Do You Know, IRA, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality
Breaking up, as the Neil Sedaka golden oldie from 1962 (yes, it was that long ago) has it, is hard to do. But so is catching up, especially when it comes to retirement savings. But there are ways to do it, as Abby Hayes writes in a superb usnews.com piece, “but you...
Apr 14, 2016 | Do You Know, IRA, Retirement Plans
The problem is even worse than you might have imagined. As Ashlee Kieler writes in an important piece that we read on consumerist.com, “despite regulators’ attempts to take [fraudsters who prey on the elderly] out of commission, one in five older Americans report...
