Updated Sunday, April 26, 2015 as of 8:17 PM ET
Gen Xers More Retirement-Ready Than Boomers: Retirement Scan
Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement.
More in IRAs/401K
Target date funds charge higher fees and don't perform well during a financial crisis; Plus, three great freebies for retirees. more »
Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement. more »
Entrepreneurs who are operating abroad need to take advantage of qualified retirement accounts for their business; Plus, why Social Security reform will never happen. more »
Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey. more »
Fidelity and Vanguard have almost the same investment portfolios in their target-date funds, but lower expenses give Vanguard's investors a higher return.; Plus, clients should try a retirement dress rehearsal before the big day. more »
Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry. more »
While some retirees work even after they are financially secure, a full 46% would have retired four years early if they could have afforded it; Plus, cookie cutter solutions won't do. more »
The much-anticipated DoL proposal extends a fiduciary standard to thousands of brokers and advisors providing investment advice on retirement accounts without barring certain types of compensation. But details on enforcement are still forthcoming. more »
Investors are being prompted to ask some tough questions on the value their advisors bring, as well as training and compensation; Plus, how to build a tax-efficient portfolio for clients. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »
Clients who want bigger investment returns can supplement their target-date funds by directing 40% of their assets to small-cap value stocks; Plus, why investors will need less money for retirement than they think. more »
One third of pre-retirees are likely to retire poor or near poor as a result of a significant decrease in employer-sponsored retirement savings plans; Plus, the single most obnoxious retirement fund fee. more »
Boomers who fail to create an estate plan will create trouble for their heirs; Plus, three questions to ask before converting to a Roth IRA. more »
The April Issue is now online!


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