Bonds and Investments
Employee Benefit Research Institute, March 10th, 201020TH ANNUAL RCS: The 2010 Retirement Confidence
Survey—the 20th annual wave of this survey—finds that the record-low
confidence levels measured during the past two years of economic decline
appear
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National Public Radio, March 3rd, 2010Investing for retirement can be complicated. There's lots of jargon,
lots of investment choices and lots of worry about whether your
investments are safe. What if you could replace all that with one
simple act?
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Yahoo News, February 18th, 2010States may be forced to reduce benefits, raise taxes or slash government services to address a $1 trillion funding shortfall in public sector retirement benefits, according to a new study that warns of even more debilitating
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US News & World Report, February 2nd, 2010President Obama’s budget for fiscal year 2011 includes many proposals aimed to help workers prepare for retirement. Here’s a look at the retirement projects the White House is asking Congress to fund.
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Dallas Morning News, February 4th, 2010My wife and
I are retired, in our 70s and live comfortably on Social Security,
dividends and some CD interest. We have recently received an offer
through AARP to invest in a fixed immediate annuity with a cash
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Business Week, February 4th, 2010
Workers approaching retirement are often told by experts that they will
need only about 80% of their income after they stop working to maintain
the same lifestyle.
After all, expenses fall when retirees don't need
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The New York Times, January 27th, 2009Annuities are a basic staple of modern portfolios, the financial equivalent of a backstop to guarantee a minimum of income in retirement.
They work like an old-time corporate pension plan, paying out a regular
amount
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Risk.net, January 26th, 2009President Obama will announce measures to introduce automatic
individual retirement accounts (IRAs) in the annual State of the Union
address on Wednesday, according to David John, principal to the
Retirement Security Project
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San Jose Mercury News, January 19th, 2009Q: Is
there a way to calculate how much money I will need to sustain myself
in retirement? My net worth is just above $2 million now, half in
liquid assets and half in real estate. I will be 60 next month, but,
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KansasCity.com - January 17, 2010When Thomas Wilson, chairman and CEO of Allstate Insurance Co., scans the
economic horizon, he sees a landscape that requires adaptation: Real estate
remains in the dumps, car sales are sluggish, the unemployment rate
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Yahoo Finance - January 12, 2010
Today DALBAR released the 2009 winners of its annual Service Awards. For twenty
years, DALBAR has conducted rigorous testing of service delivery and, each year,
identified those mutual fund, broker/dealer, annuity,
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CNN - January 7, 2010At Harrod's department store in London, you can pick up a South African Krugerrand or a 27-pound gold bar along with a sweater and bed linens. Gold is sold like candy out of train station vending machines in Germany. Indian households
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CNN - January 8, 2010 Question: I'm 57 and I think there's a good chance I'll
be laid off this year. If that happens, I'll have to move my 401(k) balance to
an IRA. On the recommendation of a finance professional, many of my former
co-workers have
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The New York Times, December 25th, 2009WITH 2010 a few days away, there are several tax matters
that wealthy investors need to consider next year. The two at the top
of the list are whether they should convert their taxable retirement account to a tax-free
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The New York Times, December 28th, 2009Millions of Americans are paying a high price for a safe place to put
their money: extremely low interest rates on savings accounts and
certificates of deposit.The elderly and others on fixed incomes have been
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