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U.S. Supreme Court Ruling Regarding Inherited IRAs Highlights the Benefits of IRA Trusts From: www.thewealthadvisor.com Earlier this month, the US Supreme Court released an opinion holding that funds held in…
Which Type of Dividend Fund Do You Prefer? From: www.morningstar.com They may carry the same name, but not the same investment approach. The ETF Advantage Last week’s column “Are Dividend…
Social Security’s Funding Crisis Has Arrived From: www.fa-mag.com The Social Security Trust Fund has done quite well in recent years, due to the postwar babies’ surge into the labor force…
…says Biggs, is that the educational materials provided by the government, while recently improved, haven’t historically done a good enough job of emphasizing the issue. (Quoted from http://www.marketwatch.com/ on August…
Retirees’ annual 4% withdrawal ‘rule’ doesn’t work for everyone in today’s low-rate environment From: www.nydailynews.com For decades, common knowledge among economists dictated retirees could remain financially stable throughout their golden…
…when many are already accepting relatively little compensation for bigger gambles. For example, the earnings yield on the S&P 500 is just 4.6 percent, compared with nearly 6 percent over…
Don’t end up with less income than you need in retirement From: www.fool.com When you’re young, and need more income, you might take on an extra job, get a raise…
Options for Non-Spouse Beneficiaries of Inherited IRAs From: www.thebalance.com Cashing Out Your Inherited IRA vs. Stretching Out Your Inherited IRA You have several options for what you can do with…
WSJ Editorial on Secure Act’s ‘Stretch IRA’ Provision Sparks Debate From: www.thinkadvisor.com Ed Slott and other retirement experts debate the bipartisan retirement bill’s strict limits on the stretch IRA strategy….
Top 10 Things to Know About Building a Diversified Portfolio From: www.morningstar.com Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio….