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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.
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.
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?
Reason April 2005 Glassman & Cowen	The Death of Social Security Debating Bush's plan for private retirement accounts.
BusinessWeek January 24, 2005 Aaron Bernstein	Social Security President Bush and other free-market advocates are suggesting the most sweeping change to this core social program since its inception. But are private accounts a good idea?
Knowledge@Wharton	Post-Enron Pension Reform Aims to Educate -- and Protect -- Employees The central issue: How to treat the use of the company stock in the employees' retirement plans...
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 September 25, 2006 Brian Lawler	Demystifying the Social Security "Crisis" Whichever end of the political spectrum they're on, politicians have a tendency to cloud the issues in order to promote their political interests. But there are relatively simple solutions to the looming social security problem.
Entrepreneur August 2003 Chris Penttila	Now You See It... Payroll tax is likely the tax you most want to have cut, but will it ever happen?
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
Knowledge@Wharton January 15, 2003	The Long, Winding Road to Pension Reform in Latin America Like other nations, countries in Latin America are attempting to make their retirement systems more efficient and responsive to citizens' needs. This is difficult in the best of times.
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.
CFO May 1, 2005 Roy Harris	When Plans Collide Would corporate retirement plans be threatened by the adoption of Social Security private accounts?
Financial Planning August 1, 2005 Pamela Black	White Paper Financial planners' views on Social Security reform.
Registered Rep. April 24, 2014 John Kador	REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now.
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.
BusinessWeek February 21, 2005 Bernstein, Gleckman, Mandel	Social Security: Three New Ideas As the national debate rages on, it's time for some fresh thinking: invest some of the the Social Security Trust Fund in stock market index funds, fund add-on accounts with tax hikes, and tie initial benefits to aftertax wages.
BusinessWeek January 24, 2005 Peter Coy	Lesson From Abroad: Make Them Mandatory At first blush it seems fair and reasonable to let Americans opt in or out of personal accounts. But if the experience of other nations is any guide, personal accounts usually work better when they're mandatory.
Reason March 2002 Brink Lindsey	Social Insecurity Why an increasing number of countries are turning to market-based pension plans...
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.
Financial Advisor November 2010 David Armes	What To Expect Understanding upcoming health-care reforms.
The Motley Fool March 26, 2009 Dan Caplinger	Don't Let Your Boss Kill Your Retirement Companies are giving up on you. Don't give up on yourself.
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.
The Motley Fool April 9, 2007 Dan Caplinger	Save for Retirement, or Else There are no easy solutions to the retirement savings problem. Down under, saving isn't a choice. It's the law. For Americans, you need to plan for your own retirement future without government-sponsored private accounts to assist you.
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?
BusinessWeek July 23, 2009 Amy Feldman	Sizing Up Your Nest Egg A researcher offers a simple formula, based on your income and assets at different ages, to calculate how prepared you are for retirement.
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 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?
Financial Planning September 1, 2008 Henry K. Hebeler	Retire Rich If you consider retirement security a measure of wealth, the richest among us may be government workers.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
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.
The Motley Fool November 7, 2008 Robert Brokamp	Obama and Your Golden Years Will President-elect Obama shore up America's retirement security?
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.
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.
Wall Street & Technology March 22, 2005 Maria Santos	Don't Believe the Hype There's been much talk on the Street about President Bush's plan to do away with the institution of Social Security and the effect the plan will have on the financial services industry.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
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 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.
The Motley Fool June 24, 2009 Chuck Saletta	A Retirement Plan That's Guaranteed to Fail Even if it survives until the time you need it, Social Security won't pay you much.
The Motley Fool October 12, 2006 Dan Caplinger	Is Social Security a Rip-Off?: Part 2 To evaluate whether Social Security is a good deal for workers, it's helpful to compare it against an alternative. Here's how.
The Motley Fool March 23, 2004 Dayana Yochim	Avoid Inflation Deflation So how do you figure out how big of a drag inflation will be in retirement? Don't leave it to chance: Incorporate inflation into your calculations.
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.
On Wall Street January 1, 2011 Matthew Leung	The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
Financial Advisor July 2011 Dan Moisand	Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.
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.
Financial Planning August 1, 2007 Len Reinhart	Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.
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 March 18, 2005 Roy Lewis	Shift Income for Tax Savings Here are some strategies for lowering your tax bill.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
Investment Advisor April 2007 James J. Green	News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc.