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The Alliance for Investor Education is sponsoring a free Investor Boot Camp on Tuesday, December 5, at The Army and Navy Club in Washington, D.C. Attendees of Funding Your Future: The 2017 Investor Boot Camp will hear from experts on a range of investing topics, explore free resources,...

For nearly two decades, the 4% rule has served as a benchmark of how much retirees can safely afford to withdraw from their nest eggs initially, with annual increases for inflation, and be reasonably certain they would not outlive their savings over a 30-year retirement. In the...

The Social Security Administration (SSA) announced that, based on the increase in the Consumer Price Index from the third quarter of 2016 through the third quarter of 2017, Social Security and Supplemental Security Income beneficiaries will receive a 2% cost of living adjustment...

A survey conducted by the Transamerica Center for Retirement Studies found women tend to lag behind men in terms of saving and planning for retirement. The organization’s president, Catherine Collinson, called this “concerning” and offered eight suggestions for how women...

With tens of millions of baby boomers already retired millions and more likely to enter retirement in the next decade, the hard truth is that only a small minority are accumulating enough savings to provide for their income needs during decades in retirement. This uncomfortable...

Many employees think of their 401(k) plan allocations in isolation. But if you are married and your spouse works, you are both likely contributing to employee-sponsored plans. And if that is indeed the case, your allocation approaches should be “married” as well. After...

We all want to achieve retirement security—and to maintain our sanity during volatile market periods. If we could only predict tomorrow’s markets, we would handily satisfy these needs—we would be able to sell before a market decline and buy at the bottom. Truth be told,...

“Some people spend more time planning a two-week vacation than they do their retirement.” ~ Anonymous Retirement is a passage from one lifestyle to another. One way to think of the term “retire” is by placing a hyphen between the ‘e’ and the ‘t’...

The IRS requires that funds be withdrawn from nearly all retirement accounts, including traditional IRAs, 401(k) plans, and SEPs. These withdrawals are known as required minimum distributions, or simply RMDs. Once a retiree turns age 70½, the withdrawals must be made annually....

The February edition of Computerized Investing is now available! This month includes: The Top 11 Sites for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting,...