Posts tagged "asset allocation"

retirement age

Retirement Planning Mistakes Regarding Retirement Age

Although numerous Americans have invested years on their own planning for retirement, many of them have made a basic discovery as soon as they reach that plateau; specifically, that there are some problems that simple mathematics and time won’t necessarily resolve. If you’re at or near retirement age, here are several common mistakes that you may plan now to prevent. [...]

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Posted by Frank Shurtz - December 10, 2011 at 10:59 am

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retirement options

Retirement Options for Investment Allocation

The retirement options for selecting investments seem endless. But this post will point out some major retirement strategy issues that always apply. And that includes well-timed investment allocation that can help assure you achieve your goals. Don’t let what happened to Xavier and Roberta happen to you. Xavier and Roberta each saved well during their working life. They had created [...]

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Posted by Frank Shurtz - November 30, 2011 at 1:01 pm

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Selecting Investment Choices for Your Roth 401k Rollover Accounts

Selecting Investment Choices for Your Roth 401k Rollover

Investing for retirement is obviously important, particularly as Social Security and Medicare tend to be widely expected to grow to be insolvent within the next 20-30 many years. Whether you’re a few years – or perhaps a few decades – from retiring, the reality is that you can be expected to carry a larger part of the costs than ever [...]

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Posted by bobrichards - July 11, 2011 at 5:03 pm

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Convert 401k to IRA at Job Change or Retirement

Convert 401k to IRA at Job Change or Retirement

If you’re like most retirement savers in the US, you’ve been employed by multiple company’s throughout your career, leaving behind a path of partially-funded employer-sponsored retirement accounts. Consolidating these kinds of accounts into one particular central IRA can make good financial sense, but you’ll need to be cautious when you convert 401k to IRA and pay attention to the details [...]

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Posted by bobrichards - July 11, 2011 at 3:34 pm

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Retirement Investment Advice for Volatile Markets

Retirement Investment Advice for Volatile Markets

Allocate Your Investments to Achieve Your Retirement Goals Your retirement concerns may include income to live on, travel, gifting, and making bequests to heirs and charity. Which of these goals will you achieve and how? The value of your investments and their allocation among various investment categories suggest statistically what is realistic for you to achieve–but not what you will [...]

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Posted by bobrichards - October 8, 2008 at 10:05 am

Categories: asset allocation, investment advice   Tags: , , ,