Tag Archives | Retirement

Frontline for Fiduciary

Millions of Americans–and a lot of professional advisors–are talking about the hard-hitting Frontline expose on retirement plans.  The PBS special, entitled “Retirement Gamble,” tells you a lot of things you already know: corporations have offloaded the decision-making for retirement portfolios on their (not always financially sophisticated) employees, but provided virtually no guidance.  The 2008 market […]

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Turning a Pot of Money into a Lifetime Paycheck

An estimated 10,000 people are retiring every day, and this unprecedented surge of new retirees is expected to last for the next 17 years.  Many, perhaps most, will roll their retirement plan assets into an IRA account, and that money–plus Social Security and any taxable retirement accounts they may have–will provide their living expenses for […]

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