A Do-It-Yourself Approach to Target Date Retirement Investing

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: How Much Should You Have in Equities Until Retirement? For many retirees, running out of money is their biggest worry during their retirement years, ranking above terminal illness or even death. Unfortunately, many of the popular asset allocation strategies suggest going overly conservative once you…

 

Retirement Planning Strategies Following the 2017 Tax Act

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Common Questions About Medicaid and Medicaid Planning State and federal governments continue to tinker with Medicaid eligibility and spend-down rules. Estate planning and gifting strategies can be used to preserve assets, while still allowing a person to maintain eligibility for Medicaid. Retirement Planning Strategies…