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Retirement

Article
31
Dec 03

Welcome to the world of small 401(k) plans

Q. I am currently employed by a company offering a Simple IRA. They match the first 3%. This is great, but the only fund company they are offering is John Hancock Funds, with class A, B, or C shares, and horrendous yearly expenses. Should I invest anyway to get the match, or leave it alone and invest...

Posted to Registered Investment Advisor (Weblog)

Article
05
Jun 03

Few Now Pay Tax on Social Security Benefits

Q. Recently, I have been reading quite a bit about the future tax effects of 401k withdrawals and the higher tax burden it might trigger on Social Security benefits. I understand that a better course of action is to contribute to your 401k to the full extent of the company match and then direct your...

Posted to Registered Investment Advisor (Weblog)

Article
20
Sep 01

Late Starters Plan for Retirement

Q. My wife and I are in our early 50's. We are retired from the military with a monthly income of about $1,500. We are self-employed and work together out of our home. The home is paid for and has been appraised at $150,000. We have no savings or investments as it has taken all we have to get the business...

Posted to Registered Investment Advisor (Weblog)

Article
16
Dec 96

Social Security and U.S. Treasury Investments

Q. With reference to a recent column: I agree that (1) the government spends too much, and (2) that using Social Security payments to reduce the deficit is, at best, dishonest. However, you frequently recommend Treasury Notes as safe investments. When one buys a T-Note, the government squanders the money...

Posted to Registered Investment Advisor (Weblog)

Article
07
Nov 96

Social Security: The Political Debate of the Decade

Q. I will start drawing Social Security in a few months. I have read for some time what a great deal my generation gets with Social Security. That may have been so in the past, but not with me and possibly not with most folks now becoming eligible. I was fortunate to have above average income and SS...

Posted to Registered Investment Advisor (Weblog)

Article
09
Aug 96

First Steps In Caring For Disabled Nephew

Q. My husband and I are the guardians of my 20 year old disabled nephew. His mother, my sister, died last year. She had a life insurance policy for $50,000 with the beneficiary being her son. She had spoken about making me the trustee but never did. I am my nephew's representative payee for Social Security...

Posted to Registered Investment Advisor (Weblog)

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