Publications

Living in Retirement

New IRS Guidance for 2009 Required Distributions

October 19, 2009

Good news: the deadline to roll over a 2009 minimum required distribution (MRD) has been extended. Get the details.

A Key to a Lasting Retirement Portfolio

September 11, 2009

While you cannot control the market's impact on your portfolio, you can control something that can make a significant difference in how long your portfolio will last—how much you withdraw from it.

How to Make Retirement Income Last

June 23, 2009

What should I do? Will I have enough to live on? What adjustments should I make? These are questions on retirees minds these days. See what you may want to do.

Three Strategies for Retirement Investing

June 23, 2009

A substantial part of your savings may have disappeared in the market downturn leading you to wonder what to do. Here are some strategies.

Paying for Health Care in Retirement

April 24, 2009

For many Americans, health care is likely to be their largest expense in retirement. During the past seven years, the amount needed for retiree health care costs has jumped $80,000, or 50 percent.

No Required Distributions from Retirement Accounts in 2009

January 16, 2009

Good news: minimum required distributions from certain retirement accounts have been suspended for 2009. Get the details.

Overcoming Fear of Bear Markets

September 26, 2008

To err on the side of caution during a down cycle, some retirees may be tempted to sell all or most of their stocks. Even if it seems counterintuitive, historical market performance suggests retirees may still need stocks for the long haul. See why.
 

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