Minimize the Impact of Required Minimum Distributions (RMD)
Minimize the Impact of Required Minimum Distributions (RMD) From: newretirement.com When we reach the age of 70 ½ we must — in order to avoid tax penalties — take Required…
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Diversification Means Always Having To Say You’re Sorry
…bottom line of boxes to see the worst of every year. It reads as such: 2014: -4.90% (MSCI EAFE) 2013: -2.27% (MSCI Emerging Markets) 2012: 4.21% (Barclays Agg) 2011: -18.17%…
Planning opportunities for the final tax return
Planning opportunities for the final tax return From: journalofaccountancy.com Final arrangements should include many tax considerations for the decedent and his or her survivors. Several tax attributes and related tax…
Best Investments For Retirement Planning
Best Investments For Retirement Planning From: forbes.com People invest for many reasons. As a hobby, for their ego’s sake or to meet a medium-term goal, such as paying for college….
The Dark Side of Variable Annuities
…a profit, the insurance company would have to earn approximately 9% a year to pay you 6%. Since insurance companies must invest mainly in corporate bonds, they typically make closer…
Social Security Combined Trust Funds Projection Unchanged
Social Security Combined Trust Funds Projection Unchanged From: 401kspecialistmag.com Projections in the Board of Trustees’ just-released 2020 report to Congress do not reflect the potential effects of the COVID-19 pandemic,…
How (And Why) Volatility Can Ruin Your Retirement
How (And Why) Volatility Can Ruin Your Retirement From: riverbendinvestments.com A common mistake investors make is assuming a certain rate of return and not understanding the impact it has on…
20 Social Security Facts for 2020
20 Social Security Facts for 2020 From: 401kspecialistmag.com From average benefit amounts to the program’s scope, COLAs and retirees’ dependence on it, here are 20 bullet points filled with interesting,…
Market Timing Costs Investors Big: Dalbar
…limited to equity funds, Dalbar found. Those selecting asset allocation funds had returns of -3.48% (vs. the 1.38% S&P 500), and fixed income funds had -3.11% returns, versus the Barclays…
Two Simple Steps Can Enhance Portfolios
Two Simple Steps Can Enhance Portfolios From: wealthmanagement.com The erroneous belief that active managers can’t beat their indexes has been a key driver behind a move into passive investments such…
