Retirement

Retirement

Retirement

8 reasons why retirement scares rich people

We all know there’s a retirement crisis and that wealthy people have 200 times more in retirement savings than those who aren’t so well off. But fears about retirement? Yes, even the rich ...
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Retirement

2017 Best Places to Retire

There was a time when retirement meant simply kicking back, relaxing and doing a whole lot of nothing. For most of today’s retirees, that’s no longer an accurate ...
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Retirement

The good news and bad news about America’s retirement accounts

The Federal Reserve recently released the 2016 Survey of Consumer Finances (SCF), a triennial survey of a nationally representative sample of U.S. households, which collects detailed data on their assets, ...
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Retirement

Bad news: Your 401(k) won’t give you a decent retirement

For nearly 40 years now, we’ve been hearing that 401(k) plans are the key to a comfortable retirement. By giving a tax break to workers contributing part of ...
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Retirement

What I’ve learned after 14 years at ‘the most depressing job in America’

  This is the last column I will write about retirement for MarketWatch. No, I’m not retiring. But I am moving on. I’ve had a good run here ...
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Retirement

If Your Retirement Savings Aren’t Diversified, You Aren’t Ready

If your equities, bonds and other investments aren’t diversified, you aren’t prepared. According to a new study from financial services firm Edward Jones, 64% of investors are concerned ...
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Income Retirement

Love Those High Stock Prices? They Could Reduce Your Future Retirement Income

The bull market of the past eight and a half years has pushed stock prices to record levels, boosting retirement account balances in the process. But new research shows ...
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Retirement

37 States That Don’t Tax Social Security Benefits

Although the IRS imposes income tax on the Social Security benefits of certain senior citizens, the majority of states don’t. In fact, only 13 states tax Social Security ...
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Retirement Financial Advisor – Long Term Care
Retirement

Your Retirement Financial Advisor Should Address Long-Term Care

One of the most important topics your retirement financial advisor should cover with you is your risk for needing long-term care in retirement. A common misconception among pre-retirees ...
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News Taxes

IRS loosens rules for retirement plans to lend money to Hurricane Harvey victims

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans ...
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