Retirement Articles
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More Perils of Yield Hogs
Closed-end funds are one place investors are looking to earn higher income. They’re also paying up for this yield and taking on much higher levels of risk, risks they might not realize. Bloomberg recently surveyed the market and found investors are paying hefty premiums for yield. Six of the 10 closed-end funds with the highest […]
Taking a Close Look at Enhanced CDs
The Fed’s zero interest rate policy causes safety-first, income-seeking investors to consider investments they wouldn’t have paid any attention to a few years ago. One of those is the derivative CD, which goes under a number of different names. Basically it promises to give you a return, if any, tied to an investment or index. […]
Stocks vs. Gold
There’s been a lively debate in some sectors of the financial media over the relative merits of stocks and gold. Warren Buffett, Jeremy Siegel and Larry Fink not surprisingly came down on the side of stocks. Others point out the dreary returns from stocks over the last 10 or 12 years, the significant increases in […]
The Health/Wealth Connection and Life Expectancy
Do wealthier people really live longer than everyone else? If so, why? The research indicates a clear connection between wealth and health. Wealthier people tend to live longer, healthier lives than poorer people. Is it the wealth that makes people healthier? Or do the traits that are likely to increase wealth also contribute to better […]
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Understanding the Price-Earnings Ratio
I don’t use the P-E ratio much in evaluating the stock market. There are a lot of reasons for that. Earnings are, well, flexible. They’re subject to revisions and manipulation. I definitely don’t recommend using forward, or forecast, earnings, because they can be way off the mark. But the big reason is that earnings are […]
The IRS and Your Retirement Income
Retirees are a major source of the “tax gap,” according to the IRS. The tax gap is the difference between what Americans actually pay in income taxes and what they’re supposed to pay if they followed the law exactly. The IRS says about $4.2 billion of the tax gap is attributable to underpaid taxes on […]
Your Life Insurance Windfall on Death
One of the problems with many estates is the records are incomplete or unorganized. The executor and beneficiaries often don’t find out about all the assets available to them. One ripe source of unclaimed benefits is life insurance. Some estimate that there is $1 billion in unclaimed life insurance benefits. Many of the policy benefits […]
When Employers Slash Retiree Medical Spending
Retirees and employees of Kodak are likely to receive bad news in the near future. The firm filed for bankruptcy reorganization, and as part of that process it’s likely to decide eliminate their plans for retiree health care expenses. Companies don’t need to file for bankruptcy protection to do that, and many firms routinely reduced […]
