If the GAO were giving you investment advice they would suggest that you not participate in your 401(k) and convert at least half of your retirement savings into an annuity laden with fees and expenses.
I was asked to speak at the Leadership Development Center at the University of Virginia’s EAN Annual Conference on Thursday, August 4th 2001. I’ve collected links to all the resources I mentioned in that talk here in one place.
To solve the deficit reduction riddle, Obama reportedly is embracing an idea that purports to raise tax revenue without a tax hike and claims to cut Social Security outlays without cutting benefits. Better check your wallet.
This article from Donald Jay Korn for Investor’s Business Daily describes the benefits of advance tax planning to reduce the tax bite that is inevitable as you grow older and required minimum distributions (RMDs) become a larger portion of your retirement account.
For many people 50 is a milestone that reminds us to stop and reevaluate. There is still time for a whole new life of significance.
Retirement planning consists of a wild scatter plot of potential projections. Navigating successfully through possible outcomes requires regular corrections and adjustments.
Few of us are disciplined enough to accomplish all our resolutions without help.
Most families have not planned for their retirement. They may save toward their retirement, but without a plan their saving is random and haphazard. Retirement decisions today can only be made in the context of accurate math projections that span … Read More
Retirement planning is even more crucial for women than for men.
What’s more important, saving for college or retirement?
David Marotta discusses retirement and how to avoid several common pitfalls in planning for the last 30 years of your life.
Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.
How much should I save this month? What return did I earn last year?
Historically income taxes have not been this low since 1931.
Many people in this situation would choose the quick cash.
Like the iron rods in sailing ships, bonds keep your portfolio upright in stormy weather.
We are gradually becoming our grandparents.
Marketing promises and good friends often cloud the facts.
Many people are afraid of having their retirement progress assessed.
Decreasing your standard of living is the quickest path toward retirement.