Updated Saturday, December 20, 2014 as of 4:37 PM ET
Flowchart Brings Clarity to 401(k) Confusion: Retirement Scan
A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.
More in Retirement Scan
The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement. more »
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account. more »
A couple who bought a business using money from their self-directed IRA faced a big tax bill as the value of the business increased; Plus, how to transition your clients before you retire. more »
High-income workers can contribute more than $30K to their Roth IRA every year despite contribution limits imposed on this type of retirement account; plus, how investors can use the drop in oil prices to boost retirement income. more »
Retirement calculators only give an opinion of the sufficiency of retirement savings and do not provide an accurate assessment; plus, what to do when markets tumble. more »
The soaring stock market this year has provided a boon for investors age 65 and over even more than people from other age groups; plus, sales pitches about annuities can distract savers from making an informed investing decision. more »
Clients should estimate the amount of income they will need to support their lifestyle rather than determining the right size of their nest egg; plus, eight tips for people who will retire in 2015 and why 401(k)s are still a problem. more »
Decreased creditor protection for inherited IRAs will impact retirement planning next year; plus, the hidden pitfalls of collecting Social Security benefits from an ex-spouse and three dividend stocks for retirees to consider. more »
The new approach enables workers to know their income at a specific age based on their plan's current balance; plus, mutual fund firms acting as 401(k) providers that favor their own funds and how your Social Security benefits measure up. more »
Buying immediate annuities early before retirement may not be a good strategy because the payouts will not account for future inflation; plus, deadlines for retirement plan contributions in 2014 and six things you need to know about Social Security benefits. more »
Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
Some retirees regret past decisions based on greed, others for tinkering too much with their portfolios or keeping too much cash on hand; Plus, how to max out Social Security benefits. more »
Conventional wisdom says investors should reduce equities in their portfolios as they age, but a study takes a contrary view; Plus, more information doesn't necessarily make for better investment decisions. more »
The December Issue is now online!


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