Updated Friday, March 6, 2015 as of 6:02 AM ET
Smarter Way to Budget for Health Care Costs: Retirement Scan
The best first step in preparing for health care expenses is to separate recurring costs from the less predictable ones; Plus. a proposal in Washington calls for required minimum distributions for Roth IRAs.
More in Investment Products
Bankers at the National Municipal Bond Summit said they believe new bond issuance will increase, especially in the high-yield senior living and charter school sectors. more »
Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. more »
The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say. more »
Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients. more »
Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement. more »
Financial advisors and academics are helping retirees ensure their spending plans are on track by offering drawdown strategies that can adjust to age, account balance and other factors; Plus, five benefits of a capital gains retirement strategy. more »
While many of the fundamentals of bank programs haven't changed much, the products, technology and sophistication of advisors and clients alike have increased exponentially. more »
Advisors should advise clients to avoid buying a one-size-fits-all product and to check offerings by as many carriers as possible before making a decision; Plus, how to counsel pre-retirees who want to give financial assistance to their adult children. more »
Pension plans grew 89% over the last 10 years, while GDP increased just 42%; Plus, provision in budget proposal that would prevent high-income workers from contributing to their 401(k) plans. more »
Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market. more »
Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan. more »
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer. more »
Charles Schwab and New York agreed to settle a 2009 lawsuit in which the state accused the firm of promoting auction-rate securities as safe while failing to disclose the risks before the market for them froze. more »
The March Issue is now online!


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