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IN THIS ISSUE: Background – The Roth IRA Why Convert to a Roth IRA? When a Conversion May Make Sense When a Conversion May Not be Advisable Future Income Tax Rates May be the Key Introduction Now that income tax season is behind us, many investors are doing tax planning for future years. One of...
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Introduction Long-time clients and readers will recall that one of my macro concerns is the steep decline in birthrates in developed countries around much of the world, as discussed at length in my September 4, 2007 E-Letter . Given that we have a short week due to the President’s Day holiday,...
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By Mike Posey IN THIS ISSUE: Target-Date Funds 101 Advantages of Target-Date Funds Criticisms of Target-Date Funds The Feds Come Down on Target-Date Funds Buy-and-Hold on a Stick Introduction Target-date mutual funds are a fairly recent entry into the mutual fund field, having been first introduced in...
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By Mike Posey IN THIS ISSUE: Yes, There is Some Good News Out There New Retirement Perspectives New Investment Opportunities A New Opportunity for 403(b) Participants Introduction I'm sure that many of you reading the title above think I have lost my mind. What good news could there be when 78 million...
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by Mike Posey IN THIS ISSUE: Mandatory IRA Distributions IRA Charitable Contributions Roth Conversions Max Out Retirement Contributions Plan Your 2009 Investment Strategy Introduction The Christmas season is upon us and the end of 2008 will be here before we know it. At this time of year, many people...
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IN THIS ISSUE: Judicial Appointments - A Most Important Issue The Bush Record On Judicial Appointments Get Ready For Liberal Judicial Nominees Will Minority Republicans Roll Over Or Fight Back? What About The Obama Supreme Court? Conclusions - What Obama Has In Store Editor's Note It didn't come...
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IN THIS ISSUE: The Economy Falling Fast Into Recession Democrats Want To Highjack Your 401(k) The Democrats' 401(k) Replacement Plan Socialism Du Jour - "Spread The Wealth Around" Can We Afford This Nonsense? No, But So What Conclusions - After Today, Anything Is Possible Introduction On...
Posted to
Forecasts & Trends
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Gary D. Halbert
on
11-04-2008
Filed under:
Filed under: Gary D. Halbert, Retirement, GDP, Democrats, Recession, Social Security, Presidential Election, Barack Obama, Politics, John McCain, Economy, Socialism, 401(k)
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by Mike Posey IN THIS ISSUE: Avoiding Costly Bear Market Mistakes Active Management Revisited Other Post-Retirement Investment Alternatives Combining Strategies Introduction To say that the world has changed since I last wrote to you on August 26th would be a vast understatement. Long-time cornerstones...
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by Mike Posey IN THIS ISSUE: Asset Allocation And Modern Portfolio Theory The Many Faces of Asset Allocation Income Strategies Using Asset Allocation Advantages And Disadvantages of Asset Allocation Introduction This week, I am going to continue the series of E-Letters dedicated to investing during retirement...
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IN THIS ISSUE: Largest Budget Deficit In History Coming In 2009 A Sobering Reminder From The Fed's Richard Fisher Deficits To Explode In Coming Decades Conclusions - Why No One Is Talking About This Introduction At the end of July, the White House announced its forecast for the federal budget deficit...
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by Mike Posey IN THIS ISSUE: A Primer On Variable Annuities Variable Deferred Annuities Disadvantages Of Variable Deferred Annuities Variable Annuities Continue To Improve Retirement Tidbit – Making The Most Of Retirement Introduction This week, I am going to continue the series of E-Letters dedicated...
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IN THIS ISSUE: Ethanol: A Feel-Good Political Ploy No Solution To Current Fuel Woes Potential Negative Economic Impact No Benefit From Existing Infrastructure Other Types Of Ethanol Show Promise Conclusions – Ethanol Is Not The Silver Bullet Pondering My Retirement Introduction You don’t need me to tell...
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By: Mike Posey IN THIS ISSUE: Risk Considerations In A Retirement Portfolio No Shortage Of Investment Options Immediate Annuities Fixed-Income Alternatives Introduction We're now in the home stretch in this series of Retirement Focus E-Letters dedicated to converting your nest egg into a retirement...
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IN THIS ISSUE: 1. The 2008 Trustees Report Holds No Surprises 2. A Summary Of Social Security's Woes 3. Medicare Is A Much Bigger Problem 4. Why Won't Congress Take Action? 5. Don't Bank On The "Trust Funds" 6. What This Means For Your Retirement Security Introduction In what is...
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By Mike Posey IN THIS ISSUE: 1. Reader Questions & Comments 2. Retirement Tidbit 3. Conclusion - There's No Such Thing As Saver's Remorse Introduction Over the past year or so, I have discussed various ways to convert your nest egg into actual income for your retirement years. One of the...