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Retirement Planning

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  1. Optimizing a Retirement Portfolio for Income

    Video Reports

    Tue, 14 Apr 2015

    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.

  2. Bucket Portfolios for Retirement Income: Step by Step

    Video Reports

    Wed, 8 Apr 2015

    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

    Retirement Planning found at 1:22, 9:47, 11:38

    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 own personal portfolio. Those are
    try to talk about when we work on this bucket strategy for retirement -portfolio planning . What it states is that, in addition to focusing on income, with the bucket strategy, I'm also going to focus on capital
    So, those are really the key tenets behind the bucket strategy for retirement -portfolio planning , a capital-appreciation and income-oriented portfolio. We draw income and rebalancing proceeds from the portfolio as the years go by, and we bolt
  3. Aging Populations Around the World Heighten Need for Retirement Planning

    Headlines

    Tue, 7 Apr 2015

    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

  4. Making Money Last in Retirement

    Video Reports

    Tue, 7 Apr 2015

    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

    Retirement Planning found at 17:50

    said that younger clients say, "Oh, leave Social Security out of my retirement - planning calculations." So, then you do that, run that projection for them, and they say, "Can you put it back in?" Balasa: Exactly,
  5. Aging Populations Around the World Heighten Need for Retirement Planning

    Headlines

    Tue, 7 Apr 2015

    Aging Populations Around the World Heighten Need for Retirement Planning

  6. Converting to a Roth? Answer These 3 Questions First

    Video Reports

    Tue, 24 Mar 2015

    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.

  7. Is the Do-It-Yourself Retirement Model Failing Us?

    Video Reports

    Sun, 22 Mar 2015

    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

    Retirement Planning found at 0:17

    Institutional Conference, I interviewed him about the intersection between behavioral finance and retirement planning . Professor Thaler, thank you so much for joining us today. Richard Thaler: Thank you. It's nice to be here with you. Benz : Let's talk about retirement planning and the decumulation phase of retirement. I'd like to talk specifically about what behavioral mistakes crop up in the retirement - planning phase? I know a key focus of your work has been behavioral economics; let's talk about how they intersect with retirement. Thaler:
  8. Retirement Planning in Overvalued Markets

    Video Reports

    Sat, 21 Mar 2015

    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.

  9. 3 Chicken Ways to Rebalance

    Headlines

    Thu, 19 Mar 2015

    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

  10. Aftertax 401(k) Contributions Get More Attractive

    Video Reports

    Sat, 14 Mar 2015

    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.

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