Articles in Retirement

NerdWallet

3 Tips to a Painless Year-End Review of Your Investment Portfolio

11/26/2013, 1:10 pm from NerdWallet in Investing, Investing Ideas, Retirement, Stocks

An annual task that all investors should be sure to complete is the year-end review of their investment portfolio. This gives you a chance to assess how your investments are performing, rebalance… Read More

Kiplinger

10 Things You Must Know About Roth Accounts

11/25/2013, 8:05 am from Kiplinger in Personal Finance, Retirement

10 Things You Must Know About Roth Accounts Tax free income is a dream of every taxpayer. And if you save in a Roth account, it's a reality. Roths are the youngsters of the retirement savings… Read More

Kiplinger

Consider a Roth IRA for Tax-Free Income

11/25/2013, 8:05 am from Kiplinger in Personal Finance, Retirement

Tax free money It's a dream of every investor. And that's what the Roth IRA can deliver. The downside, of course, is that you must pay Uncle Sam income taxes on the amount you put into a Roth… Read More

Kiplinger

Thumbs Down on a Retiree Rule of Thumb

11/21/2013, 9:05 am from Kiplinger in Personal Finance, Retirement

You've likely heard this advice many times Start your retirement with 50% to 55% of your portfolio invested in stocks. Then gradually taper off over 30 years until 80% of your holdings are in… Read More

Kiplinger

Take a Road Trip With Your Grandkids

11/18/2013, 8:04 am from Kiplinger in Personal Finance, Retirement

Kay and John Nelson have a family tradition that's far from ordinary. When each of their nine grandchildren turns 10, the couple, both 70 and from Huntley, Ill., take the grandkid on a special… Read More

Chris Ciaccia

iShares Core Builder Tool Helps Investors Build A Balanced Portfolio

11/8/2013, 11:06 am from Chris Ciaccia in Investing, ETFs, Investing Ideas, Retirement

BlackRock's iShares exchange traded funds (ETFs) have become such an incredibly popular way for investors, both retail and institutional, to diversify their portfolios. With a wide variety… Read More

Kiplinger

Ease the Way From Work to Retirement

11/8/2013, 9:04 am from Kiplinger in Personal Finance, Retirement

As baby boomers hit retirement age, many are realizing they're not quite ready to quit work cold turkey. Whether you're worried about the size of your nest egg, leaving unfinished projects at the… Read More

OppenheimerFunds

Active Investing: The Case for a High Conviction Approach

11/8/2013, 8:57 am from OppenheimerFunds in Investing, Investing Ideas, Mutual Funds, Retirement

By Arthur P. Steinmetz, President and Chief Investment Officer Our firm believes that to win, one must be different. Bold. In the world of asset management, being bold is being a high … Read More

OppenheimerFunds

Investing for Real People: Investor goals are the same, but the solutions have changed.

11/8/2013, 5:53 am from OppenheimerFunds in Investing, Investing Ideas, Economy, Retirement

Growth. Income. Protection.* Three basic needs of any investor. Growth is required to finance long-term aspirations, income to pay the bills, and protection to hedge against a variety of… Read More

Kiplinger

Retirement Account Contribution Limits for 2014

11/7/2013, 9:04 am from Kiplinger in Personal Finance, Retirement

How much money will I be able to contribute to my 401(k) and IRA in 2014? The 2014 contribution limits will remain the same as they are for 2013. You can contribute as much as $17,500 to a 401(k),… Read More

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