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This week’s AAII Weekly Digest highlights these “must-read” AAII articles: IRA Rollover Chart: Rules Regarding Rollovers and Conversions This article provides a helpful chart, adapted from the Internal Revenue Service (IRS), that shows what types of retirement...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Steps to Smoothly Transfer Control of Your Family’s Finances: Succession planning for the “family CFO” is the most commonly neglected component of most families’ financial planning,...

Carl Richards is a certified financial planner, director of investor education for the BAM Alliance, and creator of the weekly Sketch Guy column at The New York Times. He spoke to AAII about the benefits of having an easy-to-follow financial plan. Could you explain what a financial...

This article originally appeared in the July 2015 issue of the AAII Journal. Because we are all living longer, today’s investor is definitely concerned with end of life issues and making sure that enough coverage is in place as Father Time starts to take over. As we all know,...

This week’s AAII Weekly Features highlight these valuable AAII articles: Being Wrong and Still Making Money: An analysis of nearly 31,000 trades found that successful professional investors all adopted the same habits of execution. The Individual Investor’s Guide to Personal...

This article originally appeared in the April 2015 issue of the AAII Journal. Building a retirement portfolio that won’t run out before we do is a significant challenge of the new “living longer” era. How important is diversification across asset classes to this goal? A recent...

This article originally appeared in the November 2014 issue of the AAII Journal. Estate planning truly is the ultimate gift for your loved ones. A comprehensive estate plan should always include a review of the titles and beneficiary designations for all assets. You want to ensure...

As the calendar draws to a close on 2015, many of us will participate in an age-old tradition: drafting our New Year’s resolutions. The other tradition is to abandon those resolutions within the first few weeks of the New Year, or even sooner. However, a data from Fidelity...

Confronted with low interest rates, major insurers are exercising their contractual rights by raising rates on “universal life” insurance policies they sold to consumers years ago. Universal-life policies combine a death benefit with a tax-advantaged savings account....

A new survey from Charles Schwab indicates that an unwillingness by Millennials to sacrifice things that add to their current quality of life, and student debt, are preventing them from saving enough for their retirement. The survey covered 1,000 401 (k) plan participants broken...