Monthly Archives: March 2012

401(k) Fees

Below is a link to an excellent report by AARP regarding fees associated with 410(k) plans. I would like to mention three of the findings of the survey: 1) approximately 70% of respondents to the survey did not believe that … Continue reading

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Social Security Timing

Below is a link to an excellent summary article regarding Social Security.  While not exhaustive, most summary articles are not meant to be exhaustive, it is a nice summary of the issues everyone must consider at or during retirement.  Its … Continue reading

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Latest Retirement Confidence Survey

Below is a link to a report published today by EBRI.  The report discusses various findings regarding Americans’ retirement confidence. According to the survey, just 14% of Americans are confident about their retirement readiness – an historically low level.  Just … Continue reading

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Traditional IRA Vs. Roth IRA

Below is a link to an excellent Wall Street Journal article regarding IRAs.  The article discusses the issues regarding the selection of a traditional IRA and a Roth IRA. Basically, the decision as to which form of IRA to select … Continue reading

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Social Security

Below is a link to an excellent article in the WSJ. The article discusses that there are a number of different variables to consider when deciding at what age to begin collecting Social Security benefits. We have suggested in many … Continue reading

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Employer Stock

Below is a link to a recent article in the Wall Street Journal.  The article discusses the pitfalls of investing in your employer’s common stock. We mention in one of our education videos that between 30 and 50 individual stocks … Continue reading

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