WSJ Retirement Planning

Syndicate content WSJ.com: Retirement Planning
Retirement Planning
Updated: 41 weeks 4 days ago

Recession Hits Senior Communities

Sat, 11/07/2009 - 21:39
Bankruptcies are hitting continuing-care retirement communities, which are designed to provide older adults with a home and health care through the final years of life.

Surprise! Your 401(k) Is Rebounding

Tue, 10/20/2009 - 20:45
You might be surprised at how much your nest egg has rebounded as the DJIA has climbed back above 10000, especially if you've got a healthy mix of stocks and bonds and you've continued to make new contributions.

Making the Most of Changes to Roth IRAs

Thu, 09/17/2009 - 15:37
New tax rules are about to give more people access to a Roth IRA, one of the best savings plans for later life. (See the full report)

College Isn't Just for 18-Year-Olds

Sat, 09/12/2009 - 23:27
Going back to college later in life is a great way to bolster a career, re-enter the job market or simply expand horizons. And it doesn't have to cost a fortune.

Converting Traditional IRA to Roth, at 70½

Sat, 09/12/2009 - 06:18
Though you can't convert a distribution from a traditional IRA into a Roth IRA, there are some ways to shield a mandatory withdrawal from future taxes on any reinvestment earnings.

In Retirement, Seeking the Comfort of a Sure Thing

Fri, 09/11/2009 - 22:52
After years spent out of favor, variable annuities look smart, and their seemingly high fees paid for the investing-world equivalent of catastrophe insurance, writes Leslie Scism.

Stop Me Before I Spend

Thu, 09/03/2009 - 22:23
The brutal recession is amplifying a longtime concern: Americans don't stash away nearly enough of their income, potentially leaving many to suffer financially in retirement.

A Plan for Retirees

Wed, 09/02/2009 - 10:26
This adviser suggests a mix of assets—most recently including 'managed futures'—for income and growth.

Playing it Safe Can Hurt Returns

Mon, 08/31/2009 - 09:55
A new study suggests that for those nearing retirement, there's a big price to be paid for abandoning a diversified portfolio of stocks and bonds.

Time to Readjust 401(k) Plans, Again

Thu, 08/27/2009 - 09:30
Even investors who didn't panic and cash out investments last fall need to go back and take a look now.

Retiring? Pay Off Your Mortgage

Mon, 08/17/2009 - 10:05
The collapse of the real-estate market is teaching a painful lesson to many seniors about the risks of carrying debt into retirement.

Making Seniors More Money Savvy

Sat, 08/15/2009 - 23:45
Financial literacy is often targeted to teenagers and young adults, but older Americans, particularly those who have taken a beating in the markets, also need financial expertise.

A Tax Break You May Be Missing

Sat, 08/01/2009 - 22:57
Using a strategy called net unrealized appreciation, or NUA, 401(k) account owners don't have to pay ordinary income tax on all of their company-stock holdings.