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The Motley Fool November 7, 2008 Dan Caplinger	Is an Obama Tax Storm Looming? With the new president-elect announcing that change is on its way, investors on both sides of the aisle are wondering whether they're going to end up paying a lot more in taxes.
Investment Advisor January 2009 Melanie Waddell	Obama's Retirement Agenda Since the time is drawing nigh that the Obama Administration will be officially christened, it's important to refresh our memories about how the new Administration has proposed to handle retirement planning issues.
Inc. October 2008 Robb Mandelbaum	Tax This; Tax That When it comes to taxes, John McCain and Barack Obama both want to ease the burden and spark the economy. The difference is in how they would go about doing it. Here are the specifics of each candidate's plan.
BusinessWeek January 27, 2011 Heidi Przybyla	Social Security Gets a Reprieve--for Now Obama may put off Social Security reform until a hoped-for second term, unless Republicans take the initiative.
The Motley Fool September 9, 2008 Dan Caplinger	How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes.
The Motley Fool November 7, 2008 Lomax & Yochim	What Obama's Spending Plans Mean for Your Portfolio Here's a look at some of the ideas Sen. Obama discussed during his campaign in the area of government spending, fiscal policies, and the national debt -- and the potential implications for investors.
The Motley Fool May 18, 2009 Dan Caplinger	The Biggest Threat Your Retirement Has Ever Faced The government released reports about the failing prospects for Social Security and Medicare -- a failure that could fundamentally change the way you have to survive in retirement.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
The Motley Fool October 15, 2008 Robert Brokamp	Your Retirement Is Now a Lot More Complicated But if the past 15 years have taught us anything, that can be a good thing.
Financial Planning December 1, 2008 Jeanne Lee	Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies.
The Motley Fool February 7, 2011 Dan Caplinger	How to Profit From Government Reform Proposed reforms on taxes and other issues will have winners and losers.
BusinessWeek July 2, 2009 Theo Francis	Washington: Reworking Retirement Savings Plans Lawmakers are debating how to protect 401(k)s from from market swings and ensure workers don't outlive their savings.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
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?
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.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Investment Advisor October 2009 Melanie Waddell	Retirement Planning: Obama's Retirement Plan The Obama administration's plan to help Americans save more for retirement promotes small plan IRAs and putting tax refunds into savings bonds.
The Motley Fool January 16, 2007 Mary Dalrymple	Fall in Love With IRA Meet the account that will become your best friend in retirement.
BusinessWeek June 28, 2004 Glenn Hubbard	The Social Security And Medicare Morass Entitlement reform in the U.S. -- and encouraging more private saving -- are essential.
The Motley Fool August 16, 2010 Dan Caplinger	The Right Answer for Your Retirement Automatic IRAs, as proposed by Sen. Jeff Bingaman of New Mexico, are a step in the right direction but aren't the perfect solution.
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.
Reason April 2005 Glassman & Cowen	The Death of Social Security Debating Bush's plan for private retirement accounts.
The Motley Fool November 7, 2008 Jim Mueller	How Obama Will Affect Your Portfolio Barack Obama was elected the next president of the United States of America on Tuesday night, but Wall Street isn't finished voting yet.
The Motley Fool November 7, 2008 Brian Orelli	Will Obama Make Your Portfolio Healthy? The changes coming in the health-care industry could be a mixed bag of good and bad for your portfolio.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
AskMen.com February 3, 2014 Nick Kennedy	Why You Don't Want Any Part Of The Obama(k) So what's the equivalent of a pre-existing condition for retirement savings? Your bills. Your debts. Your monthly financial obligations.
Investment Advisor October 2006 Kara Stapleton	Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc.
Financial Advisor June 2004 Michael E. Kitces	The Roth 401(k) May Be Here Soon President Bush has proposed the creation of a Roth 401(k) Employer Retirement Savings Account to begin effective January 1, 2005.
The Motley Fool April 14, 2011 Morgan Housel	What You Need to Know About the President's Plan to Save $4 Trillion President Barack Obama laid out a plan to slash $4 trillion from the deficit between now and 2023. Here's roughly how it'll get done.
Registered Rep. March 25, 2010 Jerry Gleeson	Don't panic. Health-care Tax Impact Years Off Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. You can reassure them.
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?
BusinessWeek January 24, 2005 Howard Gleckman	The Beltway Battle Ahead If Bush is willing to deal, he'll have a chance to fix Social Security, say both Democratic and Republican insiders. But he'll need to build bridges with Democrats and sell economic conservatives on compromise.
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 April 24, 2007 Dan Caplinger	Social Security Is Saved! By not relying too much on resources that may not be there for you in the future, you can ensure that you'll enjoy your retirement years no matter what.
Investment Advisor January 27, 2011 Danielle Andrus	More Employers Offer Help Meeting Retirement Goals Automation, advice are popular ways to help employees with retirement saving.
The Motley Fool July 6, 2004 Gardner & Gardner	Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life.
Entrepreneur September 2007 Jennifer Pellet	Roth Redux A new act raises the ban off of Roth IRAs.
The Motley Fool April 4, 2011 Selena Maranjian	This Expense Could Wipe You Out You probably already realize that a significant amount of your spending in retirement will go toward health care. But you may still be surprised when you see the actual average price tag.
Financial Advisor September 2012 Eric L. Reiner	Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised.
BusinessWeek September 20, 2004 Gleckman & McNamee	What A "Fairer" Tax Code Might Look Like A reelected Bush may rework the existing system -- or try for a consumption tax. His previous tax cuts and other ideas offer some hints as to where Bush-style reform might go.
The Motley Fool February 23, 2004 Robert Brokamp	What Retirement Will Cost Will you be able to live on 70% to 80% of your current income -- or will you need more?
BusinessWeek May 30, 2005 Howard Gleckman	What A Social Security Deal Could Look Like Republicans, Democrats, and President Bush are inching toward a compromise in the Social Security overhaul.
The Motley Fool March 24, 2004 Robert Brokamp	Wretched Retirement Realities Information on what is needed financially for retirement. Stats about retirement fund like medicare and social security.
The Motley Fool February 10, 2005 Robert Brokamp	Wretched Retirement Realities You can't be a senior on the go without a pile of dough. Here are the most important numbers: the balances in your retirement accounts, how much you're contributing to them or withdrawing from them, and how you've invested them.
The Motley Fool August 25, 2010 Dan Caplinger	3 New Rules for a Richer Retirement The same old strategies won't work anymore.
The Motley Fool December 23, 2010 Chuck Saletta	Invest Your Tax Cut in Your Retirement With a one-time, one year benefit from this tax cut, this opportunity to improve your retirement won't last forever. Take advantage of it while you can in order to shore up your future.
The Motley Fool March 3, 2005 Robert Brokamp	Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet.
BusinessWeek January 31, 2005 Howard Gleckman	The Real Retirement Time Bomb Without reform, Medicare premiums will eat away at Social Security benefits.
The Motley Fool August 26, 2011 Dan Caplinger	4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available.
The Motley Fool July 29, 2011 Dan Caplinger	Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought.