Retirement Articles
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Protecting Seniors from Wall Street
Since the Federal Reserve adopted its zero interest rate policy, post-career Americans have been searching for different ways to earn higher income on their investments. Wall Street responded with a range of new investment products. The questions are: Do the people buying these investments fully understand them, and are the investments appropriate for the buyers? […]
Enjoying Your 90s
A lot of people assume that once you live past 80 or so, both your physical and mental abilities decline and you have an inactive happy life. Recent research is showing that’s no longer the case. Improvements have been made in many areas, so that people who live past 90 have much better physical and […]
Living Longer But Not Better
Life expectancy continues to increase, and you need to factor that into your retirement planning. A retirement of 30 years or longer isn’t unusual now and will be more common going forward. But something else you need to consider is the news that while Americans are living longer, they aren’t necessarily living healthier, according to […]
All Bond Funds Aren’t Equal
Bond investors had a rough time in May and June. Interest rates rose, and bond prices sank. But not all bonds and bond funds fared the same. As this article shows, some bonds fell more than others and some funds owed more of the “bad” bonds than others. PIMCO loaded up on TIPS before the […]
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The Crisis in Long-Term Care Insurance
We’ve been covering it in detail in Retirement Watch for a while. The issue finally hit the big time with a major piece in The Wall Street Journal. (Subscription might be required.) The article reviews all the issues known to my readers: premiums on older policies are rising; insurers are dropping out of the market […]
The Intelligent Investor – Jason Zweig
Jason Zweig’s been writing a column for The Wall Street Journal for a long time. In this edition he summarizes what he’s been trying to teach over the years. (Subscription might be required.) He summarizes it as saving investors from themselves. It’s a good piece, and includes much of what I try to teach in […]
The Secret to Tax-Free Annuity Distributions
In select cases, annuity owners can take tax-free distributions. Not many people know this, but it can provide a real benefit to people who need long-term care. Typically when distributions are taken from a deferred annuity, the income and gains are included in gross income and taxed as ordinary income. There’s an exception for distributions […]
Taking Early Retirement with Obamacare
The medical coverage gap is the bane of most early retirees. They leave their jobs and lose their employer-provided medical coverage. They aren’t eligible for Medicare, because they haven’t reached age 65. Unlike Social Security, Medicare doesn’t give you the option of beginning early. You could pay for a continuation of the employer coverage under […]
