Retirement Planning - FA Magazine

Retirement Planning

Home Equity Fall Threatens Retirement Goals

Wednesday, 10 March 2010
Over 60% of U.S. households are at risk not being able to afford comfortable retirements, because of the drop in home-equity valuation, according to Boston College's retirement research center.

Seniors Lose Shield On Debts

Tuesday, 09 March 2010
A little-noticed law could soon result in smaller Social Security checks for hundreds of thousands of the elderly and disabled who owe the U.S. money.

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Too Rosy About Retirement

Tuesday, 09 March 2010
Even sophisticated clients often lack basic financial literacy that results in them being overly optimistic about retirement in spite of the fact that they have enormous housing and other costs.

New Rules Likely To Shake Up IRA Advice

Sunday, 07 March 2010
The Department of Labor's push to expand the availability of objective investment advice will likely shake things up for brokers who advise clients on individual retirement accounts.

IRA Investors Stick With Stocks

Friday, 05 March 2010
Most IRA investors did not abandon stocks during the market decline of 2008 and 2009, but they have been wary of adding more holdings during the market rebound, according to a new survey.

Building Value For An Eventual Sale

Wednesday, 03 March 2010
With the more financial advisors reaching their late 50s or early 60s these days, planning for a firm's eventual sale is becoming an issue of growing importance.

My Heroes

By Mitch Anthony, March 2010 issue
“Retirementors” are individuals who refuse to accept society’s norm for when one is “old.”

A New Plan

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Should Clients Take Less Now So Kids Get More Later?

Monday, 22 February 2010
Buying an annuity confronts families with a dilemma: Should a parent take smaller monthly payments so that their surviving spouse or children can get some sort of inheritance?

How Fees Affect Your Clients' 401(k) Plans

Thursday, 18 February 2010
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.

Managing Retirement Income: Part II

By Jack Gardner - Wednesday, 17 February 2010
Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

Target-Date Fund Transparency Scrutinized

Wednesday, 17 February 2010
The U.S. Department of Labor and the Securities and Exchange Commission are looking for ways to bring clarity to the target-date fund market.

Staggering Immediate Annuity Purchases May Benefit Clients

Wednesday, 17 February 2010
Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.

Fidelity: 401(k)s Grew 28% in '09

Wednesday, 17 February 2010
Average 401(k) account balances held with Fidelity Investments went up 28% last year, allowing many workers to recoup much of their losses from 2008, according to the company.

Even The Rich Worry About Social Security

Tuesday, 16 February 2010
Even high-net-worth investors are turning more often to their financial advisors for help with a benefit generally associated with the less affluent: Social Security.

TIPS May Disappoint Investors

Tuesday, 16 February 2010
While investors flock to Treasury Inflation-Protected Securities as an inflation cushion, some bond experts warn that they may not act as investors expect.

The Roth Puzzle

By Andrew Gluck, February 2010 issue
New tools may help advisors determine whether a Roth conversion makes sense.

Obama's Retirement Savings Plans Aren't Enough

Thursday, 28 January 2010
Good, but not enough. That's how academics and advisors characterize President Barack Obama's plans to help Americans save more for retirement.

Americans Insecure About Retirement, Surveys Say

Wednesday, 27 January 2010
Two new surveys indicate American workers are feeling less secure about the course of their retirements.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.


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Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

When the IRS Comes Auditing

Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.

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