Archive for July, 2013

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

July 26, 2013

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

  • Review assumptions using new approaches
  • Maximize your social security benefits
  • Consider impact of insurance products:
    • immediate annuities
    • longevity insurance
    • long term care insurance

RETIREMENT CALCULATORS

T. Rowe Price
Fidelity

Maxing out Retirement Savings

July 25, 2013

Retirement Pros, Mary Beth Franklin of InvestmentNews and Kimberly Lankford of Kiplinger’s Personal Finance, tell us how they have maximized their personal retirement savings.

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PREMIUM: KIM LANKFORD & MARY BETH FRANKLIN

July 25, 2013

The New Retirement Conversation

What is the next big thing in investing?  Think baby boomers and their retirement: 71 million Americans born between 1946 and 1954 will switch gears from the accumulation phase of their investing lives to the distribution phase to fund their retirement.  What is their biggest need? Income to last a lifetime. With the demise of the defined benefit plan or old fashioned pension fund, where are they going to find that holy grail? 

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