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Special Note: We’re announcing today that Fidelity Investments’ senior investment strategist Bruce Johnstone will be a keynote speaker at this year’s upcoming AAII Investor Conference. Johnstone was previously ranked as the #1 equity-income fund manager during...

Feature Article: When You Haven’t Saved Enough for Retirement Saving more, working longer, delaying the claiming of Social Security benefits and tapping home equity can all help fund retirement. by Charles Rotblut, CFA In This Issue: Stock Strategies » What Is Your Investing...

Each day, thousands of American are retiring. For many, finding sufficient income when in retirement will be a challenge. In fact, according to a brief from the Boston College Center for Retirement Research (CRR), middle-class Americans age 65 to 69 have more or equal wealth in...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Managing Cash Flow in Retirement Intelligently planning for cash flow in retirement is critical, as poor planning may result in running out of money long before running out of life....

“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’...

Feature Article: Portfolio Strategies » Factors Allow Investors to Think Differently About Diversification Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk. In This Issue: Portfolio Strategies...

The IRS requires that funds be withdrawn from nearly all retirement accounts, including traditional IRAs, 401(k) plans, and SEPs.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....

We are now less than two months from the April 18 federal tax filing deadline. Taxes are traditionally due on April 15, but the IRS pushes off the due date if it falls on a weekend or holiday. This year, April 15 falls on a Saturday. The next business day, Monday, April 17, is...

This article deals with several important retirement questions: “How much money do I need in my investment portfolio at the start of retirement?” and “How much can I safely withdraw from my investment portfolio during the retirement years?” While it’s not possible to...

Here are the most-read AAII Blog posts for November 2016: Lowell Miller’s Best Dividend Screen A low-interest rate environment has helped to fuel a run-up in the prices of dividend-paying stocks. Equity-income investing is once again fashionable, but some investment advisers...