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

Does retirement make you happy?

marketwatch.com — By Pharrell Williams might not know the answer. But researchers have studied whether retirement makes you happy and the answer is, well, it depends. In the study, Arie Kapteyn, a professor at the University of Southern California, and his colleagues found that the effect of retirement on depression and life satisfaction is ambiguous.

Retirement research Q&A: Financial fraud among older Americans

marketwatch.com — By Financial fraud is a major threat to older Americans, and this problem is expected to grow as the baby boom generation retires and more retirees manage their own retirement accounts, according to a new paper published by the Center for Retirement Research at Boston College.

Quirky Social Security rules you should know

marketwatch.com — If your birthday is not on the first or second of the month, do you miss out on the first 30 days of your Social Security benefit?

New and noteworthy investments for retirement

marketwatch.com — By Cambria Investment Management has introduced a multiple-asset-class exchange-traded fund that buys shares of other ETFs. The Cambria Global Asset Allocation ETF provides exposure to equities, fixed-income securities, commodities and real estate. (SmartBrief/ ETF.com) iShares has launched an exchange-traded fund that invests in companies with low carbon emissions.

Retirement news: The week in review

marketwatch.com — By A U.S. spending bill would allow severely distressed multiemployer pension plans to reduce benefits to retirees to head off insolvency, according to a SmartBrief report. The bill, which includes an amendment submitted by Reps. John Kline (R., Minn.)

11 financial things to do before the year ends

marketwatch.com — By 1. Taxing matters If you're paying estimated taxes, now would be a good time to review your payments, especially if you had a big change in income from the prior year, said Paula Nangle, a certified financial planner with Marshall Financial Group in a Doylestown, Penn.

Powell: Don't let inertia sink 401(k) plans

usatoday.com — Mutual fund firms that also act as service providers to 401(k) plans don't always act in the plan participant's best interests. Instead, they seemingly act in the firms' best interests, often displaying favoritism toward their own funds, according to new research.

Investing 401(k) money in unconstrained and absolute return fixed-income strategies

marketwatch.com — Employer-sponsored retirement plans are increasingly considering unconstrained and absolute return fixed-income strategies-a way to protect plan participants against volatility and future rate tightening in the fixed-income market.

Retirement news: The week in review

marketwatch.com — By A large majority (80%) of retirement-age Americans received failing grades after taking a basic quiz on how to make their nest eggs last throughout retirement, according to the American College of Financial Services.

Retirement Q&A: Converting a 401(k) to a Roth 401(k)

marketwatch.com — By Question: Can I convert some or all of my 401(k) to a Roth 401(k) if my employer has a Roth 401(k)? -A.R. Answer: Jeffrey Levine, CPA and an IRA technical consultant with Ed Slott and Company, said the following: This one's an easy one. To continue reading, please subscribe.
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Dec 18, 2014

Personal Finance: Determining Social Security base usat.ly/1ALAsqV via @USATODAY

Dec 18, 2014

Physical Precious Metals: Tips to Avoid Tarnishing Your Portfolio via @FINRA_Investor finra.org/Investors/Prot…

Dec 17, 2014

Summary of the pension cutback provisions in the Omnibus spending law - from @PensionRights pensionrights.org/issues/legisla…

Dec 17, 2014

CCH on the Tax Increase Prevention Act of 2014, the ABLE Act, & the Omnibus funding agreement cchgroup.com/media/WK/TAA/P…

Dec 17, 2014

How much must I take from my 401(k)? usat.ly/1ACPYVO via @usatoday

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