Updated Friday, November 21, 2014 as of 7:08 PM ET
5 Financial Matters to Resolve Before the Holidays: Retirement Scan
One is to check how much you've contributed to your 401(k) plans and IRAs; plus, how to determine the "funded status" of personal retirement plans and the steps to take to ease post-career anxiety.
More in Investment Products
Company founder filled account with stock that wasn't publicly traded and used low values to stay technically under the contribution limit; plus, jumbo-loan challenges for retirees and how to avoid the Medicare surcharge. more »
Madison and Omaha are among the top retirement havens; plus the factors retirees should consider in deciding where to retire and what pre-retirees need to do now. more »
The timing is right to put MLPs to work for your client, as long as you fully grasp the nuances of these sometimes confusing and volatile investment vehicles. more »
Tax benefits of homeownership are overstated, study finds; plus proposed changes that put Roth IRA advantages at risk and five takeaways on retirement from the midterm elections. more »
Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds more »
Rising tax rates are one reason to rethink IRA accounts; plus Detroit's emergence from bankruptcy and a Social Security tip for people who remarry after 60. more »
At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors. more »
Bank holding companies generated $3.07 billion in insurance brokerage fee income in the first half of 2014, down 8.9% year-over-year. more »
Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds. more »
Bank holding companies raked in $1.81 billion in annuity sales in the first half of 2014, up 11.5% year-over-year. more »
As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses more »
How will clients react when specialized products underperform well-known benchmarks? more »
Management fees can eat away most of a fund's yields says Vanguard's founder; Plus, what you need to know about Medicaid and long-term care and how two men who saved the same amount for retirement wound up $234K apart more »
The November Issue is now online!

Already a subscriber? Log in here