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The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.   |
BusinessWeek
February 7, 2005
Ellen Hoffman |
Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
The Motley Fool
October 27, 2009
Dan Caplinger |
3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet. |
The Motley Fool
December 1, 2006
Mary Dalrymple |
Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences. |
The Motley Fool
January 28, 2009
Dayana Yochim |
Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement. |
The Motley Fool
March 10, 2010
Dan Caplinger |
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. |
The Motley Fool
November 17, 2010
Selena Maranjian |
If You Don't Have a 401(k) There's more than one way to build a strong retirement. |
Registered Rep.
September 1, 2005
Chris O'Leary |
The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them. |
The Motley Fool
July 6, 2011
Dan Caplinger |
Make Your Retirement Savings Go Further People have saved more than ever, but how can they utilize the best strategies to turn their investments into cash? |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
The Motley Fool
April 9, 2010
Robert Brokamp |
9 Retirement Killers Make sure you sock it away, and sock it away the right way. |
The Motley Fool
July 25, 2007
Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. |
The Motley Fool
October 17, 2006
Dan Caplinger |
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. |
The Motley Fool
October 29, 2009
Dan Caplinger |
This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run. |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
The Motley Fool
June 16, 2010
Dan Caplinger |
Why Congress Won't Save Your Retirement Don't expect a government bailout. |
The Motley Fool
April 1, 2010
Robert Brokamp |
The Worst Thing to Do With Your 401(k) Starting a new job? You might have some questions. |
Financial Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
The Motley Fool
May 1, 2009
Dan Caplinger |
Don't Make This Life-Changing Mistake Take some steps to verify any advice you get from an advisor. Here are some things to keep in mind. |
Registered Rep.
July 30, 2012
Kevin McKinley |
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. |
The Motley Fool
August 19, 2004 |
The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement. |
The Motley Fool
January 14, 2005
Dayana Yochim |
Activate Retirement Panic Plan Antsy about your retirement plans? Oh, you're already retired? Read on. It might not be as easy as 1-2-3, but getting your retirement back on track may help revive that youthful glow. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
The Motley Fool
September 9, 2010
Selena Maranjian |
Retire Rich While Others Work Forever Don't freak out about retirement -- take steps to secure it. |
The Motley Fool
June 8, 2010
Nathan Alderman |
What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss. |
Registered Rep.
September 1, 2005
Kristen French |
VA Sales Keepin' On Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered. |
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. |
The Motley Fool
December 20, 2011
Dan Caplinger |
Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
The Motley Fool
September 8, 2005
Dayana Yochim |
Triage for Your Retirement Set your retirement problems up in triage and get them back in tip-top shape. |
The Motley Fool
July 23, 2004
Dayana Yochim |
Forgotten 401(k)s Take your retirement account back from your former employer. |
The Motley Fool
August 29, 2005
Dayana Yochim |
Forgotten 401(k)s If you have money sitting in a former employer's retirement plan, consider taking control of that dough. Doing so gives you more investment options at a lower cost. |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
The Motley Fool
January 6, 2004
Robert Brokamp |
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. |
Financial Advisor
September 2006
Frank O'Connor |
An Expensive Guarantee? Guaranteed Minimum Withdrawal Benefit (GMWB) features in variable annuities have grown steadily in popularity since first introduced in 2002. But financial advisors need to know if this feature is really worth the cost. |
The Motley Fool
February 4, 2010
John Rosevear |
You'll Need Even More Than You Think Think an annuity will save your retirement? Think again. |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
The Motley Fool
February 18, 2011
Dan Caplinger |
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move? |
The Motley Fool
April 13, 2010
Robert Brokamp |
The 5-Minute Retirement Plan It doesn't have to be terribly hard, but the earlier you start the better. Just buy a target retirement fund, which automatically allocates your investments across an appropriate mix of stocks and bonds, both domestic and international. |
The Motley Fool
September 9, 2004 |
IRA Accounts 101 Are you making the most of this important retirement savings vehicle? |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
February 11, 2004
Selena Maranjian |
401(k) Tips Cut your taxes, improve your retirement, and perhaps get free money. |
The Motley Fool
December 17, 2008
Dayana Yochim |
Dear Boss: Fix Our 401(k) How to write a letter that will agitate your employer to improve a lousy retirement plan. |
The Motley Fool
November 20, 2006
Mary Dalrymple |
Rule Your Rollover The world of retirement has changed, and that means more responsibility for workers. The trade-off also means more choice and more control for investors. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
The Motley Fool
April 14, 2007
Elizabeth Brokamp |
Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc. |
AskMen.com
Ryan Ortega |
Invest On A Budget With a little planning and common sense, you can invest on a budget with very little money up front and, hopefully, a large payout in the end. |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
