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Investment Advisor
January 2010
Melanie Waddell
Retirement News News from the SEC, MetLife, and Fidelity: SEC will present recommendations on target date funds early next year... MetLife and Fidelity Investments have introduced a new deferred variable annuity product... more... mark for My Articles similar articles
The Motley Fool
July 20, 2009
Dan Caplinger
Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice. mark for My Articles similar articles
The Motley Fool
September 15, 2010
Dan Caplinger
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
February 24, 2011
Dan Caplinger
Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely. mark for My Articles similar articles
The Motley Fool
December 8, 2010
Selena Maranjian
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. mark for My Articles similar articles
The Motley Fool
December 16, 2009
Dan Caplinger
Stop Juggling Your Retirement Investments Consolidate and conquer. mark for My Articles similar articles
Financial Advisor
December 2007
Jeff Schlegel
The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors. mark for My Articles similar articles
The Motley Fool
October 17, 2007
John Rosevear
What to Do When Your 401(k) Stinks Sometimes, your 401(k) isn't everything it's cracked up to be: Making the most of a bad investment menu. mark for My Articles similar articles
Registered Rep.
November 16, 2010
Alan Lavine
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. mark for My Articles similar articles
The Motley Fool
March 10, 2009
Dan Caplinger
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? mark for My Articles similar articles
The Motley Fool
November 10, 2011
Dan Caplinger
Avoid This "Safe" Investment Today Guaranteed investments cost too much. mark for My Articles similar articles
The Motley Fool
September 19, 2011
Dan Caplinger
Let the IRS Help You Retire Rich Make the most of tax-favored accounts. mark for My Articles similar articles
Financial Advisor
November 2010
Alan Lavine
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options. mark for My Articles similar articles
The Motley Fool
September 22, 2009
Dan Caplinger
Your 401(k) Isn't as Bad as You Think Although the vast majority of 401(k) plans have investment options that are good enough for workers to create strong retirement portfolios, most workers aren't up to the challenge. mark for My Articles similar articles
The Motley Fool
February 24, 2010
Selena Maranjian
Saving for College Just Got Cheaper Lower-priced 529 plans help you save for college more effectively. mark for My Articles similar articles
The Motley Fool
August 26, 2011
Dan Caplinger
4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available. mark for My Articles similar articles
The Motley Fool
May 28, 2010
Dan Caplinger
The Perfect Day to Start Saving for College May 29, aka tomorrow, is a special day for college savings plans. On Saturday, the College Savings Plans Network is celebrating 529 College Savings Day. mark for My Articles similar articles
Investment Advisor
November 2007
Melanie Waddell
New Options in 401(k)s Immediate annuities and longevity insurance help tackle retirees' income conundrum. mark for My Articles similar articles
The Motley Fool
August 31, 2009
John Rosevear
The Most Compelling Reason to Invest Now Used wisely, your IRA can be the difference between a comfortable retirement and just getting by. mark for My Articles similar articles
The Motley Fool
August 19, 2011
Dan Caplinger
Don't Miss Out on the Next 50% Return Lots of people did two years ago. Don't make the same mistake now with retirement funds. mark for My Articles similar articles
Financial Advisor
September 2009
John Carl
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. mark for My Articles similar articles
The Motley Fool
June 11, 2009
Dan Caplinger
This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run. mark for My Articles similar articles
The Motley Fool
November 11, 2010
Hank Coleman
Investing Options for Military Members -- Why You Can't Afford NOT to Invest Just do it! mark for My Articles similar articles
The Motley Fool
December 17, 2008
Dan Caplinger
Should You Ditch Your 401(k)? Usually, unless a plan is really bad, it's worth trying to salvage it -- at least to some extent. In deciding whether to participate and how much to contribute, keep the following four ideas in mind. mark for My Articles similar articles
Entrepreneur
March 2006
Scott Bernard Nelson
New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 23, 2007
Rich Duprey
The No-Sweat $1 Million Portfolio Simple steps that don't require choosing individual stocks can make you a millionaire. mark for My Articles similar articles
The Motley Fool
January 26, 2006
Dayana Yochim
Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job? mark for My Articles similar articles
The Motley Fool
February 8, 2007
Mary Dalrymple
I Love Roth 401(k)s If you've ever looked into opening an individual retirement account, you've no doubt discovered the Roth IRA. Now there's a new option for its devoted fans, the Roth 401(k). mark for My Articles similar articles
The Motley Fool
July 30, 2009
Dan Caplinger
Will This Save You From Financial Disaster? An administration initiative seeks to make IRA investing automatic. mark for My Articles similar articles
The Motley Fool
August 30, 2006
Buz Livingston
A Lesson for Teachers Tax-sheltered annuities have three strikes against them. They have high annual expenses, lousy investment choices, and burdensome surrender charges. Teachers, beware. mark for My Articles similar articles
The Motley Fool
February 3, 2010
Chuck Saletta
Forget Your Kids! Focus on Your Own Future If it comes down to choosing between funding a child's college education, or funding your own retirement, focus on your own future first. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2008
Alan Lavine
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. mark for My Articles similar articles
Entrepreneur
September 2007
Easy Does It Life cycle funds make retirement investing simple. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2013
Donald Jay Korn
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. mark for My Articles similar articles
The Motley Fool
April 27, 2009
Dayana Yochim
The Best Parking Spots for Long-Term Savings Please start making plans for the way-off future ASAP. The sooner you get your retirement savings squared away, the better off you'll be. mark for My Articles similar articles
The Motley Fool
December 17, 2008
John Rosevear
The Secret Downside of Your 401(k) Workplace savings plans can be expensive, and these hidden fees could be killing your performance. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 25, 2009
Dan Caplinger
Should You Stay Away From Your 401(k)? Its best features are disappearing. mark for My Articles similar articles
The Motley Fool
October 17, 2006
Dan Caplinger
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. mark for My Articles similar articles
The Motley Fool
September 27, 2010
Selena Maranjian
Build a Better Retirement Plan Learn how to make the most of retirement plans available to you. mark for My Articles similar articles
Investment Advisor
August 2009
Melanie Waddell
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. mark for My Articles similar articles
CFO
December 1, 2010
David M. Katz
The Check Will Be in the Mail Can annuities help ease employees' fears about having enough money in retirement? mark for My Articles similar articles
CFO
May 1, 2003
Roy Harris
Security Blanket Management options for 401(k) investments protect both participants and sponsors. mark for My Articles similar articles
The Motley Fool
November 15, 2004
Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan. mark for My Articles similar articles
The Motley Fool
December 7, 2006
Shannon Zimmerman
The Millionaire in the Next Cubicle For many if not most of us, the money we've socked away in our employer-sponsored retirement plan represents the lion's share of our nest eggs. Trouble is, all too few of us take maximum advantage of our plans. mark for My Articles similar articles