Retirement Articles
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Are Stock Values High or Low?
It is a rare time when analysts aren’t debating whether stock valuations are high, low, or somewhere in between. The debate matters, because stock indexes peak when valuations are high and bottom when valuations are low. But valuation isn’t like an on/off switch. Stocks can be highly valued or low valued for a long time […]
Details on the "Backdoor Roth IRA"
From time to time I write in Retirement Watch about the Backdoor Roth IRA conversion and how it can allow a person who normally isn’t eligible to open a Roth IRA to obtain one at low or no tax cost. Here’s an article laying out all the details. Before we delve into the workaround, let’s […]
Senior Living in Manhattan
I haven’t seen New York City on any lists of the best places to retire, but this article from Politico.com says that the Big Apple is a leader in accommodating seniors’ living needs. The article says NYC has over 250 places that could be described as senior centers and other benefits for those who are […]
Another Estate Planning Failure
A major Washington, D.C.-area business made the headlines in an unflattering way on Saturday. A lawsuit was filed over the estate plan of the owner of major auto dealerships and related businesses. According to the allegations, the daughter from the owner’s first marriage was promised a one-third interest in the business. Instead, two sons from […]
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Understanding Medicare's Star Ratings
Medicare now rates many providers with from one to five starts, with five being the highest rating. It rates Medicare Advantage Plans, Part D Prescription Drug plans, nursing homes, and more. The ratings mean more to you than indications of the quality of care. Five-star Medicare Advantage and Part D plans have expanded enrollment periods. […]
Why Americans Move? The Retirement Impact
Most people don’t move in retirement. About 80% or more stay close to where they lived in the decades before retirement. But there are many people, retired and otherwise, who move each year. Reports by two moving companies reveal why many people move: warmer temperatures and more affordable homes. The top states people are leaving […]
Social Security Underpays Beneficiaries
About 450,000 beneficiaries were underpaid $500 million since 2008 by Social Security, according to an Inspector General audit. More than 85% of those beneficiaries were identified in a 2008 audit, but the SSA didn’t take corrective action. These were not errors discovered by beneficiaries but are errors uncovered by SSA’s internal system. But the systems […]
January 2015
January 30, 2015 04:25 p.m. Your Retirement Finance Week in Review Next week I’m going to be at the World MoneyShow in Orlando, Fla. So, I might not send a weekly review, or it might come at a different time than usual. If you can’t make it to the MoneyShow, you still can catch one […]
