Why not turn your dream of moving abroad into reality? Many people I know have done just that. Some of my clients have retired overseas. And this is a very popular choice for people who don’t have enough money to retire in their current location. Other people I know pick …
Are your retirement goals divorced from reality?
(MoneyWatch) Earlier this year, I wrote about a survey that revealed that many Americans have views about retirement that are disconnected from reality — what I called “retirement schizophrenia.” The 2012 Retirement Confidence Survey, recently released by the Employee Benefit Research Institute (EBRI), provides even more evidence that many Americans …
Take a second look at reverse mortgages
BOSTON (MarketWatch) — My, how things go full circle. A few years ago, before the housing market crashed, experts warned Americans against counting on the equity in their home to fund their expenses in retirement. Six years later, experts are singing — even in light of a still-depressed housing market …
Most tax-friendly states for Retirees
BOSTON (MarketWatch) — There’s plenty to consider when you contemplate where to live in retirement. Will family and friends be nearby? Does the weather suit you? What sort of activities are there? And especially high on the list of factors to consider are taxes — one of life’s two certainties …
What You and Your Kids Must Understand About the Roth IRA
If you have children, do yourself and them a favor; teach them about the Roth IRA. Don’t do this because they are your Roth IRA beneficiary. Encourage them to own their own Roth accounts. If you do, they’ll get a huge head start when it comes to understanding how investments …
Avoid these common IRA mistakes
BOSTON (MarketWatch) — It’s a wonder why anyone owns an IRA. A flow chart that diagrams how money should come out of a traditional IRA recently crossed my desk, and it’s not pretty. Actually, it is a pretty flowchart, a Rube Goldberg-style illustration with blue, yellow purple and green rectangles. …
Avoid these common IRA mistakes
Robert Powell is a Research Fellow at California Lutheran University’s “California Institute of Finance”. This article originally appeared in the March 16th, 2012 edition of Mr. Powell’s Retirement blog on MarketWatch. It reappears here with Mr. Powell’s permission. BOSTON (MarketWatch) — It’s a wonder why anyone owns an IRA. A …
When Will You Retire?
Steve Vernon is a Research Fellow at California Lutheran University’s “California Institute of Finance”. This article originally appeared in the March 5th, 2012 edition of Mr. Vernon’s Retirement Blog on CBS MoneyWatch. It reappears here with Mr. Vernon’s permission. Will you retire at a younger or older age than your …
10 best and worst states for senior economic security
Steve Vernon is a Research Fellow at California Lutheran University’s “California Institute of Finance”. This article originally appeared in the March 2nd, 2012 edition of Mr. Vernon’s “Retirement” blog on CBS MoneyWatch. It reappears here with Mr. Vernon’s permission. More than one half of all elder households in the U.S. …
Retirement tips: Here’s how to save more now
Steve Vernon is a Research Fellow at California Lutheran University’s “California Institute of Finance”. This article originally appeared in the February 21st, 2012 edition of the Mr. Vernon’s Retirement blog on CBS MoneyWatch, it reappears here with Mr. Vernon’s permission. When you’re planning for retirement, your future self doesn’t stand …










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