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Beware conventional wisdom when planning for retirement

If you read a lot about retirement you have no doubt come across established thinking that asks you to follow the so-called 4% rule and to choose a ...
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White House looks to relax rules for workplace retirement plans

If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving? The White House is betting so, announcing on ...
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The best way to boost retirement income

Running out of money in retirement is a huge concern. And given that a large number of workers in their 50s and 60s are behind on savings, it’s ...
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Featured Money

My Most Expensive Investing Mistake — and What You Can Learn From It

As a novice investor in 2007, one of the most often touted pieces of investing advice I heard was to “take some of your winnings off the table.” ...
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Go with What You Know When Advising in the 403(b) Market

Help plan participants with retirement readiness, turning income on in retirement and the options for pension assets and Social Security planning. The dizzying array of investing options and ...
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Retirement Planning
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How long will $1 million last you in retirement? Report says it depends on the state

When it comes to retirement savings, a cool $1 million is the gold standard. However, these days, that may not be enough. Depending on where you live, a ...
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Changing the Definition of Risk in Retirement Planning

For retirement savers, risk is about more than seeing your investments fall short of a benchmark. Risk manifests differently at various stages in the investment process: Volatility becomes risk when it drives self-defeating ...
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3 ways to recover from a late start on retirement planning

If it’s any consolation, you’re not alone. When the Employee Benefit Research Institute asked workers as part of its latest Retirement Confidence Survey how much they had set aside for ...
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Retirement planning: Go abroad and you can live nicely on just $30,000 a year

If you’ve been racking your brain about where to retire on a budget, it might be time to think outside the U.S. A new report by International Living, ...
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Retirement planning 10 years after the financial crisis

Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the ...
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