Printer FriendlyArticles for December 2007
PRESERVING WEALTH: PLANNING STEPS FOR YOUR STAGE OF LIFE
The current tax law calls for a gradual increase in how much you can leave behind to loved ones over the next several years. Then, in 2010, the entire estate tax is scheduled to be repealed, only to revert back to 2001 levels in 2011 and beyond. What does this mean for you?
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RETIREMENT INCOME PLANNING: WHY AN APPROPRIATE WITHDRAWAL RATE MATTERS
Accumulating enough assets for retirement may be the top priority for investors. However, the amount that is withdrawn from a portfolio each year during retirement is what may ultimately determine how long retirement assets will last. That is why calculating the annual withdrawal rate from personal savings and investments is so critical for retirees and people about to retire.
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UNDERSTANDING THE RISKS OF BONDS
The first wave of Baby Boomers turned 60 this year, which means that investing for retirement is taking on a new sense of urgency for these individuals. When making decisions about their asset allocation, preretirees and retirees typically find themselves paying more attention to bonds as an asset class, which may help to reduce a portfolio’s volatility while providing a source of income.