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Navigating The Challenges Of “The Evolving Retirement Planning Landscape”

Whether one is in the pre-retirement accumulation stage or the retirement decumulation stage, retirement planning seems to be getting increasingly complicated. At a recent investment conference, research and innovations related to the challenges posed by the evolving retirement planning landscape were discussed. For some key takeaways from this discussion – pertaining to target-date funds, Social Security, safe withdrawal rates, annuities… 

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These 3 Consistent Dividend Raisers Can Be Social Security Supplementers

The average monthly Social Security benefit this year is just $1,404. Needless to say, most retirees will need to supplement their Social Security payments – significantly – in order to generate enough income to live comfortably in their golden years. And the three stocks highlighted in today’s article – with their consistently increasing dividend payouts – can play a part… 

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Strategies For Achieving Alpha At Home

Achieving alpha in the financial markets is no easy feat. As such, the author of today’s article advocates that, in seeking alpha, “all of us need to look in our backyards, where all our personal financial decisions are waiting to be optimized.” How? He outlines a number of strategies pertaining to Social Security benefits, retirement accounts and taxes which, combined,… 

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Robots & Retirement: Assessing The Robo-Advisors

Robo-advisory services are increasingly getting attention from baby boomers looking for retirement guidance. As today’s article notes, robo-advisors now go beyond simply helping clients save for retirement, offering “tax-efficient strategies for turning nest eggs into steady streams of retirement income, as well as recommendations on Social Security, Medicare and long-term-care insurance.” To see what those in or approaching retirement can… 

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When It Comes To Saving For Your Golden Years, These 3 Misconceptions Prevail

When it comes to all the interconnected pieces of successful retirement planning (taxes, Social Security, health care, etcetera), the author of today’s article points out that, ultimately, everything goes back to one fundamental question: How much money do I need to retire? Unfortunately, when it comes to answering this question, there are a number of misconceptions that people are prone… 

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Will The ‘Tax Torpedo’ Blow A Hole In Your Nest Egg?

Half of retirees don’t need to worry about it at all. Others will have no way of avoiding it. And more and more retirees will fall victim to it in the coming years. It’s the ‘tax torpedo’, which the author of today’s article explains is “a name given to the unexpected way that Social Security can get taxed, depending on… 

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“Retirees In The Lurch”: Warnings From A New Government Report

A new report from the Government Accountability Office details the serious retirement challenges that Americans are facing, and – in an effort to ward off (or at least mitigate the damage from) an impending retirement crisis in the country, is urging lawmakers in Congress to form an independent commission to study – and come up with solutions to – these… 

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This Little-Noticed Tax-Reform Provision Could Have Big Implications For Future Retirees

The Trump tax reform plan has gotten a lot of attention (both positive and negative) of late. One aspect of the plan that has not gotten much notice, however, is a provision that the author of today’s article notes “would mark a landmark shift in the way that the government handles a key issue” – and this shift could ultimately… 

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Be On Guard Against These Retirement-Wrecking Mistakes

There are many actions (and inactions) that can wreck retirement plans. As such, while the author of today’s article acknowledges that the $1 million figure frequently cited as how much one needs to amass for a comfortable retirement may be arbitrary, he stresses that “what is not arbitrary is it takes discipline and it requires avoiding mistakes and pitfalls to… 

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