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Retirement Planning

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  1. 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.

  2. 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:
  3. 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.

  4. 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

  5. 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.

  6. President Obama’s 2016 Budget Proposal

    Headlines

    Thu, 12 Mar 2015

    after-tax dollars in an IRA would no longer be eligible for a Roth conversion. Other proposals that would affect retirement planning returned in this year’s budget, including: Exempting individuals from the RMD rules if the aggregate value of

  7. How to Cope With a Lousy 401(k)

    Video Reports

    Tue, 10 Mar 2015

    if things don't change right away. Stipp: These plans are going to be a big part of more and more people's retirement planning , so thanks for helping us get the most out of them. Benz: Thank you, Jason. Stipp: For Morningstar, I

    Retirement Planning found at 7:55

    are going to be a big part of more and more people's retirement planning , so thanks for helping us get the most out of them. Benz: Thank you, Jason. Stipp: For Morningstar, I'm Jason Stipp. Thanks
  8. 5 Best Practices for Limiting Your Tax Burden in Retirement

    Video Reports

    Fri, 27 Feb 2015

    A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees, says Morningstar's Christine Benz.

  9. " Retirement Planning Today"

    Commentary

    Mon, 23 Feb 2015

    We enrolled in this seminar through a local school district and thought it was designed to be mostly educational. Upon further examination, it looks the course was created as a marketing tool for financial advisors designed by FMT Solutions.  We did receive a nicely laid out binder and we do get a

  10. Tax Priorities for Investors at Every Life Stage

    Video Reports

    Mon, 23 Feb 2015

    From your 20s to your 70s, these tax tactics can help you keep more of your investment earnings.

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