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Retirement Portfolio

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  1. Can the Bucket Retirement Portfolios Go on a Diet?

    Headlines

    Sun, 29 Mar 2015

    writing about the bucket strategy for retirement - portfolio planning several years ago. While ..... also constructed a model bucket retirement portfolio series consisting of traditional ..... Using ETFs or index funds for a retirement portfolio is beneficial on a few fronts

  2. When Should You Take Social Security?

    Headlines

    Sun, 22 Mar 2015

    In the case of Enoui , taking Social Security at age 65 rather than waiting turned out to be a boon to his retirement portfolio . "This additional income helped me to continue to max out my 401(k) at 15% plus 8% match plus the additional

  3. Retirement Planning in Overvalued Markets

    Video Reports

    Sat, 21 Mar 2015

    like, because the greatest drawdown or risk in your retirement portfolio is a horrible bear market. We can get bond bear markets ..... really the huge risk. So, if we have to choose for a retirement portfolio [whether you] want to be exposed to a bond bear market

    retirement portfolio found at 6:05, 9:09

    market valuation looks like, because the greatest drawdown or risk in your retirement portfolio is a horrible bear market. We can get bond bear markets, but equity bear markets are worse. So, if we start with
    really the huge risk. So, if we have to choose for a retirement portfolio [whether you] want to be exposed to a bond bear market or a stock bear market, the answer is you definitely want
  4. The Bucket Approach to Retirement Portfolio Construction

    Headlines

    Fri, 20 Mar 2015

    The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds

  5. Closed End Bond Funds

    Commentary

    Thu, 19 Mar 2015

    CEF managers have in choosing non-liquid bonds. My wife and I are in our early 70s and both retired. Our retirement portfolio is with Vanguard and is self directed. Are there any fund families that might furnish portfolio help in this

  6. Morningstar's Tax Relief Week 2015

    Headlines

    Fri, 27 Feb 2015

    Withdrawals Consider these strategies to stretch out your tax savings during your retirement years. Don't Be Dogmatic About Retirement - Portfolio Withdrawals In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing

  7. Multiple IRAs

    Commentary

    Mon, 23 Feb 2015

    quite happy with the service provided by both companies. My wife is not the least bit interested in managing our retirement portfolio . Other than simplification for her sake and mere convenience for mine, I can not think of any reason to combine

  8. Don't Be Dogmatic About Retirement - Portfolio Withdrawals

    Headlines

    Thu, 19 Feb 2015

    death, they general go last in the withdrawal-sequencing queue. That's a helpful starting point for sequencing retirement - portfolio withdrawals, and it goes without saying that you should always take your RMDs on time. That said, it's a mistake

  9. Aveo's Fair Value Estimate Raised to AUD 2.80 as Return and Outlook for Retirement Segment Improves

    Commentary

    Wed, 18 Feb 2015

    of 11.4% and, as such, Aveo is now starting to see the benefits of an older resident demographic in its retirement portfolio . Changes in tenant mix, contract mix and price growth contributed to the average deferred management fee

  10. Four Risks to Retirement Income by Wade Pfau

    Commentary

    Sun, 15 Feb 2015

    adverse) for an investment advisor to charge a 1% annual management fee on a large portion of a retiree’s retirement portfolio that is yielding -1.4% in real return before adding the drag of a fee." From the Conclusion, quote: The

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