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- Rehabilitating a Lopsided Portfolio
- When the Radoseviches began phasing into retirement in 2006, their portfolio was worth about $1.5 million. Not anymore. Don, like everyone else, was enthralled by the stock market’s seemingly unstoppable surge in value in the past 20 years. He recalls, with something like nostalgia, that “from 1990 to 2000, everything...
- Articles 2009-09-24
- 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
Additional Resources
- Ibbotson Introduces Retirement Portfolio Planner Tool; Paper-Based Tool Allows Advisors to Make Better Portfolio Recommendations for Retirees
- CHICAGO -- Ibbotson Associates, a leading provider of investment tools and knowledge, today introduced the Ibbotson Retirement Portfolio Planner. This paper-based tool produces model portfolios for clients in or near retirement that include allocations to equities, fixed income and payout annuities. The Portfolio Planner also demonstrates the probabilities of those...
- Research articles 2005-01-06
- Rebuild Your Retirement Savings
- If you are in your 40s or younger, you probably have time to rebuild your savings before retirement. If you are in your 50s or older, and you had a lot of your 401k money in the stock market, you likely face a far grimmer truth: you may not be...
- Articles 2009-04-17
- Retirement Withdrawals: Make Your Money Last a Lifetime
- For years you've been told that you could withdraw 4 percent of your retirement savings every year and you'd never run out of money. Turns out, it's not that simple. ...
- Articles 2009-07-29
- Build Your Retirement Portfolio To Last
- If you're a conservative-to-moderate investor in retirement and want a high level of confidence you'll maintain your inflation-adjusted standard of retirement living for 30 years, the rule of thumb is this: shoot for a portfolio approximately 25 times as large as your first-year withdrawal. This translates into roughly a 4%...
- White papers 2008-12-17
- Retirement Spending: The 4% Solution
- Younger investors saving for retirement often ask: "How big does my portfolio have to be before I can retire?" Those nearer to or in the very early stages of retirement might ask: "How much can I safely withdraw from my retirement portfolio?" The two questions are really different ways of...
- White papers 2006-08-29
- Why Retirement Date Funds: A Lifetime Investment Solution
- As you build your retirement portfolio, the risk of outliving your retirement assets should be your key consideration. In order to potentially generate an appropriate level of growth, you need to pay close attention to your investment allocation. Maintaining and adjusting your portfolio takes time and in an especially volatile...
- White papers 2008-12-01
- Equity Allocations and the Investment Horizon: A Total Portfolio Approach
- The article offers a streamlined life-cycle model that provides support for the common advice given to hold large initial equity allocations among financial assets and then reduce them as retirement nears. It examines how total portfolio wealth varies at different horizons. If the financial component of a total retirement portfolio...
- White papers 2002-04-24
- Self-directed IRAs: advantages, challenges, and options.(individual retirement accounts)
- American taxpayers have several options for saving and investing for retirement. The recent shift from company-sponsored defined-benefit pension plans to 401k defined-contribution plans, along with the uncertainties associated with Social Security, has some taxpayers beginning to feel an urgent need to supplement their retirement savings. ...
- Research articles 2007-12-01
- 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
- Funds that grow with you: is it possible that a single fund is all you need for your retirement savings?(The Right Investments)
- DONLI COX will graduate in December from the University of Missouri-Kansas City with a degree in business administration. Eventually, she hopes to obtain a master's degree in finance. At that point, Cox, 28, will probably be comfortable assembling her own retirement portfolio. But she's not there...
- Research articles 2005-09-22
- Funding a Private Retirement Plan Using Employer Stock and Stock Options
- This article presents an integrated planning approach for the corporate client whose primary retirement portfolio investments are employer stock and stock options. It also defines models for quantitatively setting retirement savings goals, determines annual or lump-sum funding amounts, and comments on published techniques for liquidating the options to both minimize...
- White papers 2003-03-01
- The Best Retirement Portfolio We Know
- Most investment advice seems to center on the challenges of accumulating wealth. However, when it is time to retire, it is probably time to switch gears in the thinking and in the investing. In this article, it is shown that how market timing can add value to a conservative Worldwide...
- White papers 2003-01-01
- Builder wants to construct a stronger portfolio
- You may think you're handy, but you haven't met Ann McNeil, president of MCO Construction. She learned how to renovate houses after she bought her first home. Now, she handles bigger projects. Such as the new South Terminal at Miami International Airport. Or the American Airlines Arena, home of...
- Research articles 2006-02-06
- 401(k) Mistakes to Avoid
- You?re counting on your 401k to provide a cushy retirement. Or at least food, shelter, and a broadband connection. But many investors undermine their savings plans without even knowing it. We?ve compiled a list of the most common mistakes, and explained how to avoid them. Here are the...
- Articles 2009-10-26
- Do Your Investments Match Your Job?
- More financial planners are starting to take their clients' occupations into account when recommending asset allocations. Here's how to tell if you are a stock or a bond — and what you should do about it. ...
- Articles 2009-09-03
- How to Restore a Devastated Nest Egg
- Dan and Barbara Hoffa felt a lot wealthier in 2007 than they do today. The market's plunge vaporized half of the Hoffas' portfolio, reducing their total liquid assets to about $900,000, a little more than half of which is arrayed in 401ks and a Roth IRA. ...
- Articles 2009-09-15
- 401 (k)s: Reboot Your Retirement - Open Your Statements!
- The stock market was pretty scary for a while, but now with S&P 500 up 45% from the lows, it's time to wake up out of your fear-based stupor, open your 401 k statements and take control of your retirement! Maggie Rodriguez of the CBS Early Show...
- Blog posts 2009-07-30
- Can You Afford to Retire ... Ever?
- The "new normal" retirement will start at 67, not 62. You'll pay for it with investments that don't even exist today. And you'd better start saving now. You know what happened...
- Articles 2009-06-22
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