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  1. Roth 401k vs deductible 401k

    Commentary

    Fri, 25 Jul 2014

    a taxable account and through my 401k at work. My retirement expenses should be low enough that I can live off of social security and my pension so am planning at some point to move the assets of the 401k and taxable acount into the trust or set

  2. Retirement Income: How to Use Buckets to Manage Your Portfolio

    Headlines

    Thu, 24 Jul 2014

    income next year. They’ll receive $25,000 in Social Security . Plus, they can count on $25,000 in investment income from the retirement-fund portion ..... you collect income from predictable sources, like Social Security and interest payments, as well as less predictable

  3. Retired Early - How I Did It

    Commentary

    Wed, 23 Jul 2014

    401(k) plan, and transferred savings account. My husband and I both took Social Security early to reduce withdrawals from my retirement funds. Social Security is not taxed in our state and some of it is shielded from federal taxation, so

  4. Wife wants to retire, but I'm not so sure about it ...

    Commentary

    Tue, 22 Jul 2014

    should hold off drawing from Social Security until she is at full retirement ..... we are both able to draw full Social Security , cash flow should not be a problem ..... retire until I can draw full Social Security at age 66, so I've got 5

  5. Should You Add Longevity Protection to Your Retirement Plan?

    Headlines

    Sun, 20 Jul 2014

    on Morningstar.com. Lifetime income sources like Social Security , pensions, and income annuities provide a hedge ..... other certain sources of lifetime income, such as Social Security , when deciding how much to sink into a longevity

  6. From Barron’s, July 21, 2014 (Part 2)

    Commentary

    Sat, 19 Jul 2014

    Guest Editorial by Bill White “The National Dilemma” analyses the budget deficit. The revenues from dedicated Social Security & Medicare , and from income taxes , are only 71% of the federal expenses [including interest of debt]. The average

  7. Cistern Strategy Vs Bucket Strategy?

    Commentary

    Fri, 18 Jul 2014

    is making during their accumulation years to prepare for retirement. After retirement, it can include money from Social Security , a pension, annuities, or a part-time job. The idea is not to ignore the fact that most retirees derive income

  8. A Portfolio Checkup in 6 Steps

    Video Reports

    Fri, 18 Jul 2014

    salary. The reason is that as you become retired, Social Security will provide a lower percentage of your income, so ..... other assets in your retirement plan. So the role of Social Security for example, or if you or your spouse has a pension

    Social Security found at 4:20, 7:27

    percentage of your salary. The reason is that as you become retired, Social Security will provide a lower percentage of your income, so you will need to supplant that with your portfolio. On Fidelity's website, Fidelity
    role of other assets in your retirement plan. So the role of Social Security for example, or if you or your spouse has a pension, the best tools are holistic and take all of those different
  9. Checking Up on Your Portfolio? Let Our Pyramid Guide the Way

    Headlines

    Thu, 17 Jul 2014

    see how much you'll have in retirement based on your current savings rate. The tool is holistic and factors in Social Security and pensions as well as the tax treatment of your assets (whether you've saved in a Roth IRA, Traditional 401

  10. Too Many Stocks: Bad Idea?

    Headlines

    Wed, 16 Jul 2014

    withdrawal amount declines to $10,880, a drop of 45.6%. This retiree having other sources of income, such as Social Security and perhaps a pension, mitigates the damage. Still, diversification can partially protect against this type of

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