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The Motley Fool
May 26, 2010
Dan Caplinger |
Get the Most From Social Security The right decision is harder than you think.   |
Registered Rep.
April 24, 2014
John Kador |
REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now. |
Financial Planning
April 1, 2005
Len Reinhart |
A Work in Progress Privatizing Social Security is part of a 25-year experiment to shift the funding of retirement from the government and the corporate sector to the individual. |
The Motley Fool
January 18, 2005
John Reeves |
Opportunity Knocks President Bush wants to reform Social Security. What does that mean for your retirement? |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
BusinessWeek
July 19, 2004
Nanette Byrnes |
The Benefits Trap Old-line companies have pledged a trillion dollars to retirees. Now they're struggling to compete with new rivals, and many can't pay the bill. Some are racing to cut or drop retiree medical benefits to give a quick boost to their bottom lines. |
The Motley Fool
September 16, 2004
Robert Brokamp |
Why You Hate, and Like, Social Security Is Social Security an important part of civilized society, or just another form of welfare? |
Reason
April 2005
Glassman & Cowen |
The Death of Social Security Debating Bush's plan for private retirement accounts. |
BusinessWeek
February 14, 2005
Glenn Hubbard |
Social Security: Pick the Best Part of Every Plan The real question should be how to design a Social Security system that builds on the program's success in lifting seniors out of poverty while helping all Americans prepare for retirement. One idea: A guaranteed minimum benefit for low-income seniors. |
Financial Planning
February 1, 2013
George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
Salon.com
October 27, 2000
Cathy Young |
One good reason to vote for Bush Social Security is on its last legs, and the limited privatization backed by the GOP candidate can save it. But Al Gore won't even admit there's a problem... |
BusinessWeek
January 31, 2005 |
"I Wonder Who Will Support Us" A 30-year-old Japanese shares his concerns about his country's aging crisis and the government's response to it. |
Reason
March 2002
Brink Lindsey |
Social Insecurity Why an increasing number of countries are turning to market-based pension plans... |
Registered Rep.
March 9, 2012
Mark Miller |
Six Ways Pension Annuities Almost Always Beat a Lump Sum Even if a lump sum is a choice for your client, think twice before advising a client to take it. |
The Motley Fool
December 3, 2010
Dan Caplinger |
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. |
BusinessWeek
January 24, 2005 |
John Snow: "Let's Get It Fixed Forever" The Treasury Secretary lays out the Administration's reasons for pushing private investment accounts for Social Security. |
Registered Rep.
December 1, 2006
Kevin McKinley |
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. |
Registered Rep.
October 1, 2006
David A. Geracioti |
Save for Retirement, or Else No matter how you slice it, it's clear that in the future, personal savings will become the most important part of a retirees' income. Recently, Robert Pozen, chairman of MFS Investment Management, described what should be done to fix Social Security and entice workers to save. |
The Motley Fool
July 8, 2004
Robert Brokamp |
Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan? |
Registered Rep.
July 12, 2011
Mark Miller |
About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
Investment Advisor
April 2006
Melanie Waddell |
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. |
Registered Rep.
January 23, 2015
Mark Miller |
New Law Could Mean Benefit Cuts For Retirees If you have clients receiving a defined benefit pension - or who will in the future - here's what you should know about this legislation. |
The Motley Fool
August 19, 2004
Robert Brokamp |
Why I Hate Social Security Clearly, the folks in the government don't trust that you can buy your own insurance and invest for your own retirement. So they do it for you. Would personal savings accounts be a better approach? |
The Motley Fool
July 1, 2004
Robert Brokamp |
Retirement's First Leg: Social Security How much will you get for the thousands you've given to Social Security? |
The Motley Fool
October 20, 2006
Roy Lewis |
Life and Tax Changes Virtually every life event will affect your taxes in some way. Even if your life isn't changing, the tax laws are. It's up to you to be vigilant in keeping as much of your money as you possibly can. |
Registered Rep.
November 1, 2004
Chris O'Leary |
The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments. |
The Motley Fool
February 3, 2005
Robert Brokamp |
7 Social Security Myths Regardless of what happens to your FICA taxes, you're the only one who can ensure a secure retirement. |
Financial Advisor
May 2006
Tracey Longo |
Can This Millionaire Retire? What the long-time mortgage banker won't get is any gifts from the market. Thanks to Treasury bill and bond rates, the margin for error can be pretty slim for retirees these days. And if interest rates continue their ascent after years of historic lows, bond prices could fall dramatically. |
Financial Planning
April 1, 2006
Joshua B. Gottfried |
No Safety Net Without proper planning, government workers not covered by Social Security or Medicare may find their retirement income in free fall. Here's what financial planners need to know to calculate their clients' true retirement needs. |
Registered Rep.
June 26, 2015
Mark Miller |
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. |
Finance & Development
September 1, 2002
De Ferranti et al. |
The Future of Pension Reform in Latin America The Latin American countries are at the vanguard of global pension reform. Eight have reformed their pension systems in the past 20 years, and additional reforms are now being considered throughout the region. Did the earlier reforms work? What should new reforms aim for? And are the ideas driving the reforms sound? |
BusinessWeek
June 13, 2005
Nanette Byrnes |
Sink Hole! How public pension promises are draining state and city budgets. |
The Motley Fool
October 20, 2006
Dan Caplinger |
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. |
Reason
February 2009
Jon Entine |
The Next Catastrophe Think Fannie Mae and Freddie Mac were a politicized financial disaster? Just wait until pension funds implode. |
| Knowledge@Wharton |
Social Security Reform? Wait Until Next Year If history is any guide, politicians will decide it is safer to put off until tomorrow what they could do today, especially with such a hot issue. In addition, the war on terrorism continues to occupy much of Washington's attention... |
BusinessWeek
November 22, 2004
Gleckman & McNamee |
What's Ahead For Social Security President George W. Bush has interpreted his reelection as a mandate to restructure the troubled Social Security system. Can Bush's proposed private accounts fix the system's fiscal troubles? |
The Motley Fool
January 12, 2006
Bill Mann |
The Problem With Your Pension Defined-benefit programs are disappearing. Some are insolvent. We have two simple words to put into your retirement vocabulary: index fund. |
Financial Planning
March 1, 2011
Donald Jay Korn |
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. |
BusinessWeek
November 29, 2004
Glenn Hubbard |
How Bush's Plan Would Secure Social Security Reform can deliver individually owned retirement accounts, a more stable future for Social Security, and a continued commitment to low-income seniors. These issues may well dominate the domestic policy debate once President Bush reveals his plans. |
Registered Rep.
August 27, 2014
Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
Registered Rep.
October 1, 2006
Kevin McKinley |
Waiting Is the Smartest Part For clients with longer life expectancies and multiple sources of retirement income, delaying Social Security payments can provide a gain far greater than the pain of postponement. Here are three reasons why waiting can be worthwhile. |
BusinessWeek
January 31, 2005
Engardio & Matlack |
Global Aging It's not just Europe -- China and other emerging-market economies are aging fast, too. There are solutions, but it's time to act. |
On Wall Street
September 1, 2013
Dave Lindorff |
The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow. |
Finance & Development
September 1, 2006
Peter S. Heller |
Asia: Ready or Not The world's most populous continent must prepare now for an aging population. |
Job Journal
March 6, 2005
Michael Kinsman |
Career Pros: Golden Years Losing Glitter Debate about imperiled pension plans won't help those about to retire. Even the President's current initiative to change Social Security does little to address the dilemma them. |
The Motley Fool
January 19, 2010 |
5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help. |
Registered Rep.
June 1, 2012
Kevin McKinley |
Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement. |
IDB America
February 2006 |
A Brighter Outlook for Pensions? The new book, A Quarter Century of Pension Reform in Latin America and the Caribbean: Lessons Learned and Next Steps, analyzes triumphs and pitfalls of the pension reforms that swept Latin America, and offers lessons for the road ahead. |
