Retirement Planning

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Gen Y Money To-Dos

Submitted by Taylor Schulte on Thursday, April 23, 2015 - 3:00pm

If you’re a millennial (born between 1980 and 2000, aka Gen Y), you face financial questions besides just getting through to next payday. Here’s how to seriously plan with your money.

Waiting to Invest: Costly

Submitted by Larry Frank on Wednesday, April 22, 2015 - 3:00pm

Your time is a valuable resource you probably often overlook when it comes to another resource: money. We like to spend as much of both as we can today. Doing the math shows how and why it pays to invest as much as possible as early as possible.

How to Manage Inflation

Submitted by Roger Wohlner on Monday, April 13, 2015 - 3:00pm

Inflation is the worst enemy of retirees. It is a far bigger threat to your financial security in retirement than any potential for investment loss. Preparing for inflation is crucial. Here are a few tips.

Social Security: Not in Peril

Submitted by Jason Lina on Tuesday, April 21, 2015 - 9:00am

Is Social Security going bust? As the program turns 75 this year, that’s a valid question. A lot of people fear that they can’t expect benefits in the future. Not to worry: The system’s solvency problems aren’t that bad, and Congress can enact some easy fixes to ensure its ongoing stability.

Obama’s Lame Broker Reform

Submitted by Phillip Shrotman on Friday, March 27, 2015 - 9:00am

President Barack Obama wants to crack down on advisors who get commissions for selling retirement plans. On the surface, his goal seems noble. But it ignores reality, targeting the wrong people and misunderstanding the problem he perceives.

The Backdoor IRA

Submitted by Tim Long on Thursday, April 9, 2015 - 12:00pm

So you make too much money to qualify for a Roth individual retirement account. What if you still want to have sources of tax-free income in retirement, which is what a Roth gives you? I present the backdoor IRA, a way to establish a Roth despite the income limits.

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