Updated Thursday, July 31, 2014 as of 9:30 AM ET
Preparing Small Biz Owners for Retirement: Wednesday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
Preparing small-business owners for retirement
Many small-business owners who are preparing for their golden years make the mistake of depending on the sale of their business to fund their retirement, as they usually overvalue their business, says a financial adviser. Another mistake they make is underestimating their personal expenses, a financial expert adds. Some small-business owners also fail to make use of financial products that can optimize their retirement savings, such as opening an individual 401(k) instead of an SEP IRA, an expert notes. -- Wall Street Journal   more »
More in IRAs/401K
Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid more »
6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care more »
Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact. more »
6 ways new tax law benefits sustainable retirement; Who has the best retirement plan; Avoid rollovers of IRA CDs more »
Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »
Tax planning comes in many forms for retirees; Habits of successful retirement savers; Saving for the future while enjoying life now more »
What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans more »
Social security strategy is situational; Delaying Medicare benefits will cost you; Don't set and forget withdrawal rates more »
How to get "peace of mind" retirement income; Changing insurance plans can reduce premiums; Risks of spending retirement savings too early more »
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2014 Summer Reading List for Advisors

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