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- Your 60s: Retire in Comfort Despite a Tough Market
- Real Life: The HoffasLong before Michelle Obama planted a garden on the White House Lawn, Dan and Barbara Hoffa were digging up their backyard in Portland, Ore., to seed an ever-expanding plot of vegetables, fruit trees and flowers. For the next 20 years, the couple, now in their 60s,...
- Articles 2009-09-15
Additional Resources
- American Bar Retirement Association and Corresponding ABA Members Retirement Program Change Name to ''ABA Retirement Funds''
- NORTH QUINCY, Mass. -- The American Bar Retirement Association and the affiliated ABA Members Retirement Program, both established more than 40 years ago by the American Bar Association to help the legal community with retirement planning and solutions, have now become "ABA Retirement Funds." ABA Retirement Funds offers tax-qualified...
- Research articles 2006-03-02
- Retirement Funds: A New Path to the American Dream: New Franchisees Open Their Doors With a Retirement Plan as the First Order of Business
- The choices for financing new franchises are as varied as the franchises themselves. Today, franchisors, especially those selling specific types of businesses, may benefit most from a relatively unknown type of product that allows individuals to use retirement funds to purchase new franchises-without penalties, without taxes, and without interest. When...
- White papers 2004-10-01
- Great Retirement Funds.
- Byline: Steven Goldberg, Kiplinger Washington Editors One of best ideas to come out of the financial-services industry in recent years is target-retirement funds. These funds allow people who know little or nothing about investing their retirement money -- and lack the time...
- Research articles 2007-03-26
- Transamerica Retirement Services Launches New Fund Offering; Target Retirement Funds Provide Straightforward Investment Management Solution for Retirement Plan Participants
- LOS ANGELES -- Transamerica Retirement Services ('Transamerica')(1) has launched a new fund lineup to help make retirement planning and saving easier for its 450,000 small business retirement plan participants. New Target Retirement Funds from Vanguard offer all-in-one portfolios, providing a simple yet comprehensive means for individuals to build assets for...
- Research articles 2004-10-11
- The Ohio State Bar Association Joins 28 Other States As a Participant in the ABA Retirement Funds Program
- QUINCY, Mass. -- The American Bar Association ABA Retirement Funds, an organization that offers tax-qualified retirement plan services to legal professionals, announced today that the Ohio State Bar Association has added the retirement program to its members' affinity program. Ohio joins 28 other state bar associations and legal organizations that...
- Research articles 2007-03-14
- The State Bar of Texas Joins 28 Other States and Organizations as a Participant in the ABA Retirement Funds Program
- QUINCY, Mass. -- The American Bar Association ABA Retirement Funds, an organization that offers tax-qualified retirement plan services to legal professionals, announced today that the State Bar of Texas has added the retirement program to its members' affinity program. Texas joins 28 other state bar associations and legal organizations that...
- Research articles 2007-02-26
- Target retirement funds do the driving for you
- If you think there's more to life than nursing your retirement portfolio, the mutual fund industry has a deal for you: target asset-allocation funds, an all-in-one investment geared toward your target retirement date. All you have to do is choose the right one. Unfortunately, it's not that simple. The...
- Research articles 2006-06-09
- In Compliance Week: Harvey Pitt On The Gathering Storm In Retirement Funds
- BOSTON -- In the latest edition of Compliance Week, former Securities and Exchange Commission Chairman and Compliance Week columnist Harvey Pitt provides 15 recommendations for retirement plan trustees to evaluate in order to address any problems lurking in their retirement funds. The column comes after The Department of Labor...
- Research articles 2005-06-28
- Tri-Universities in Arizona Choose Artificial Intelligence for Faculty Retirement Funds
- Legend Advisory's Groundbreaking Investment Model Sees New Dimensions for Universities' Retirement Planning TUCSON, Ariz. -- Legend Advisory Corp., a registered investment advisor, today announced that it has received an initial $5 million in faculty retirement funds from The University of Arizona, Arizona State University and Northern Arizona University, collectively...
- Research articles 2007-08-02
- National Association of Realtors statement on Legislation to permit use of retirement funds for home purchase
- WASHINGTON--BUSINESS WIRE--Jan. 22, 1997--Following is a statement by Russell K. Booth, president of the National Association of Realtors, concerning legislation introduced by U.S. Reps. William M. Thomas (R-Calif.); Richard Neal (D-Mass.); and U.S. Sens. William Roth (R-Del.); and John Breaux (D-La.), to permit use of retirement funds for home purchases....
- Research articles 1997-01-22
- U.S. Accuses Massachusetts Healthcare CEO of Diverting Retirement Funds.
- Knight Ridder/Tribune Business News Jun. 23--The U.S. Department of Labor has filed a lawsuit against Frederick Thacher alleging that the chief executive of Community Care Systems Inc. in Wellesley illegally diverted the retirement funds of about 400 of his employees. The lawsuit, filed in U.S....
- Research articles 1998-06-22
- Beef Up Retirement Savings
- With their last child out of college, this was the year the Cadelinias were going to start putting serious money away for retirement. But the economic crisis whacked Sam's salary by 80 percent. Here's a savings and investment plan to get them back on track. When San Francisco...
- Articles 2009-10-28
- Market's Collapse Determining Status of World's Largest Fund of Funds, New York State
- Tyler Durden submits: In the wake of the Madoff scandal, it is only a matter of time before the Fund of Funds industry disappears, as investor anger grows at the glaring failure of Fund of Funds' primary responsibility - due diligence. Fund of Funds are currently perceived as worthless...
- External links 2009-02-23
- Retirement Date Funds
- Would you like to simplify the process of saving for retirement? T. Rowe Price Retirement Funds offer a convenient, one-step approach to help you achieve your retirement savings goal. These funds are structured as a "Fund of funds," investing in up to 16 other T. Rowe Price mutual funds to...
- White papers 2007-11-01
- JPMorgan details target-date funds' shortcomings
- A white paper released in March by JPMorgan Asset Management, addresses how some target-date retirement funds are missing the mark on providing employees the retirement security the funds promise. A white paper released in March by JPMorgan Asset Management, addresses how some target-date retirement funds are missing the...
- Research articles 2007-05-01
- Using annuities to access retirement funds.
- People who have not yet reached retirement age are now in need of more day to day funds due to the changing economy. To access retirement money without paying IRS tax penalties people may establish a single premium annuity. These plans allow for a change People who have not yet...
- Research articles 1992-10-05
- Capital Research to offer target-date funds; American Funds Target Retirement Series spurred by Pension Protection Act passage.(Capital Research and Management Co.)
- Byline: Kathie O'Donnell LOS ANGELES - Capital Research and Management Co., which long has resisted calls from retirement plan sponsors and others to offer target-date retirement funds, plans to do just that early next year. Although the funds are unlikely to steal major assets...
- Research articles 2006-12-11
- Transamerica to offer Vanguard lifestyle fund; Some call these types of funds merely a fad.(News)
- Byline: Rick Miller CHICAGO - Jumping on the lifestyle-fund bandwagon, Transamerica Retirement Services is making available The Vanguard Group Inc.'s target retirement funds to its 450,000 401k plan participants. Los Angeles-based Tran Byline:...
- Research articles 2004-11-08
- International funds reel in 401(k) money; Stable-value funds, U.S. large-caps see outflows, data show.(News)
- Byline: Liz Skinner WASHINGTON - Lured by the siren's call of international and emerging markets, more investors are taking increasing risks with their retirement funds. Americans moved about $575 million within their 401k retirement ...
- Research articles 2006-03-20
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