Mar 25, 2014 | Retirement Plans
The second of two blogs excerpted from Emily Brandon’s excellent piece on usnews.com, headlined 5 Retirement Penalties to Avoid: “Penalty for failing to take retirement distributions. After you turn age 70½, withdrawals from traditional 401(k)s and IRAs are required....
Mar 21, 2014 | Retirement Plans
5 Retirement Penalties to Avoid are drawn from an excellent usnews.com article by Emily Brandon. The first of two blogs excerpted from her piece begins with . . “IRA early withdrawal penalty. If you withdraw money from your IRA before age 59½, you will generally have...
Mar 19, 2014 | Retirement Plans
“Investment is most intelligent when it is most businesslike” — The Intelligent Investor by Benjamin Graham Warren E. Buffett says that his financial life, his thoughts about investing, changed profoundly when he purchased Graham’s book in 1949. Graham’s ideas, he...
Mar 16, 2014 | Retirement Plans
We generally note interesting surveys in this space, and here’s one that provides a shout-out for financial advisors. A significant percentage of small-business owners—one in four– turns to them for help, a point illustrated in a fa-mag.com piece that reports on...
Mar 12, 2014 | Retirement Plans
Every Star Trek fan knows “live long and prosper” as perhaps the most famous phrase in the franchise’s history. As that applies to retirees (whether or not they’re Trekkies) , the good news is they’re living longer today. Prospering, however, can be another story....
