Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.
retirement with the equivalent of a two-legged stool. Many people have heard about the three-legged stool for retirement planning --that means that people will come into retirement with Social Security, with some type of pension, and their
Interestingly, 68% of individuals surveyed who know about the pension changes said they have no plans to reconsider their retirement planning strategy in light of this change—we would argue that given they don’t even know what their investments are
Social Security out of my retirement - planning calculations." So, then ..... that your clients face in retirement planning is that not only are they ..... there certain aspects of retirement planning that you feel get short shrift
Aging Populations Around the World Heighten Need for Retirement Planning
Ask yourself when you'll need the money, what your future tax bracket may be, and where you'll find the money to pay the taxes due upon conversion, says retirement expert Ed Slott.
between behavioral finance and retirement planning . Professor Thaler, thank ..... Benz : Let's talk about retirement planning and the decumulation phase ..... behavioral mistakes crop up in the retirement - planning phase? I know a key focus
Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement-income sustainability, says financial-planning expert Michael Kitces.
The audience who had turned out for my session on retirement planning looked at me like I had three heads. After all, I had just shown them a slide depicting miserly yields on high-quality bonds
A recent IRS ruling on Roth conversions of aftertax 401(k) money could make the option more appealing for savers who have maxed out their other accounts, says financial-planning expert Michael Kitces.