Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
A retirement plan can look solid on paper and still contain risks that may not become obvious for years. Market losses, unnecessary taxes, inflation, longer life expectancy, and poorly timed withdrawa...
A market downturn can be stressful at any age. In retirement, however, it can create a more serious problem: you may need to sell investments while they are down simply to cover your living expenses. ...
For decades, the traditional 60/40 portfolio—60% stocks and 40% bonds—has been presented as a balanced way to pursue growth while reducing risk. Stocks were expected to provide long-term appreciation,...
Headlines warning that Social Security is “running out of money” can make retirement feel uncertain. But the truth is more nuanced. Social Security is not expected to disappear, even if Congress fails...
When you’re approaching retirement, protecting what you’ve accumulated often becomes just as important as growing it.
That’s why products promising downside protection, principal protection, bonuses ...
As retirement approaches, many investors begin looking for ways to stay invested in the market while reducing the risk of a major loss.
That sounds simple enough.
But when an investment promises “do...
As retirement approaches, many investors begin looking for ways to stay invested in the market while reducing the risk of a major loss.
That sounds simple enough.
But when an investment promises “do...
One of the biggest concerns for people approaching retirement is straightforward: What happens to my retirement savings if the market drops dramatically?
You may still want the growth potential that...
For years, investors have been told that owning an S&P 500 index fund is one of the simplest ways to build a diversified portfolio. After all, you’re investing across 500 of America’s largest companie...
Roth conversions are frequently presented as a simple retirement tax strategy: pay taxes now, move money into a Roth IRA, and enjoy tax-free withdrawals later.
But that explanation overlooks one of t...
A Roth conversion can be a powerful retirement-planning tool, but simply moving money from a traditional retirement account into a Roth IRA does not automatically create a better financial outcome.
T...
Should You Make a Roth Conversion? You May Be Asking the Wrong Question
Most people approach Roth conversions with one question: “Should I convert?”
According to retirement planner Leibel Sternbach,...
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