All Things #Retirement -- Editor, Retirement Weekly; Columnist/Contributor, MarketWatch, The Wall Street Journal, & USA TODAY; Adj Prof., Boston Univ.

SEC cracks down on retirement advisers

marketwatch.com — By The nation's top stock cop plans to check this year on how financial professionals - maybe even the one you use or plan to use - manage all things related to retirement.

How Fed policy shift can impact retirement

marketwatch.com — By The Federal Reserve will likely raise short-term interest rates later this year. When and by how much is still unknown. What is known, however, is this: The Fed won't raise rates till it is reasonably confident that low inflation is on track to return to its 2% target.

Investments for retirement

marketwatch.com — By BlackRock's iShares has rolled out a passively managed exchange-traded fund that offers exposure to risks and returns comparable to those of the U.K. real-estate market. The iShares MSCI Target UK Real Estate UCITS ETF tracks an index based on the returns of real-estate investment trust equities and inflation-linked government bonds.

Retirement news: The week in review

marketwatch.com — By The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) announced a direct final rule that provides a two-month grace period for participant-directed individual account plans, such as 401(k)s, to provide annual investment and plan-related information to participants.

How ready are you for retirement risk?

marketwatch.com — By The more you know about risk the more likely you'll be ready for retirement How smart are you about risk, about risk diversification, about the relationship between risk and return? And why is that so important?

What’s in your lump-sum pension package?

marketwatch.com — By Don't be surprised if someday your employer offers you a lump sum instead of the monthly pension for life that you expected from your defined benefit plan. And don't be surprised if, after reading the offer sheet you can't figure out whether the lump sum is a good deal for you or not.

Retirement news: The week in review

marketwatch.com — By A Pension Benefit Guaranty Corporation (PBGC) study finds that more than half of the people in terminated multiemployer plans that run out of money in the near future face a reduction in benefits under current PBGC guarantees.

New investments for retirement

marketwatch.com — By The Vanguard Group plans to bring to the retail market its first index-tracking exchange-traded fund investing in municipal bonds. The company expects to charge an annual fee of as low as 0.12 percentage point of assets, well below the 0.2 to 0.35 point that is common among muni ETFs.

Do annuities fit in your retirement plan?

marketwatch.com — By Question: Many people are advised to buy a single premium immediate annuity (or SPIA) as one way to protect against the risk of living too long, against longevity? Why is that? Answer: The chief reason is because the SPIA provides longevity insurance - no matter how long you live, the SPIA keeps paying.

Retirement research Q&A: The perfect withdrawal rate

marketwatch.com — By Academics and financial advisers are seemingly ever in search of the perfect withdrawal rate. And now we have one, according to the authors of a new paper, The Perfect Withdrawal Amount: A Methodology for Creating Retirement Account Distribution Strategies. In their paper, E.
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Mar 26, 2015

PLANSPONSOR - School Athletic Activity Tied to Higher Income plansponsor.com/School-Athleti…

Mar 26, 2015

RT @MoneyLifeShow: Thursday lineup:@TomLydon of @ETFtrends, @tpetruno, @RJPIII, & Josh Strauss of $APPLX. Don't miss it; tune in at moneyli…

Mar 26, 2015

RT @MKTWJaffe: Fun lineup for my @MoneyLifeShow today:@TomLydon of @ETFtrends, @tpetruno, @RJPIII, & Josh Strauss of $APPLX.Tune in: money…

Mar 25, 2015

@davidsmann @IRAGuru4EdSlott I'll defer to Jeff, but I do know advisers who suggest this tactic.

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