The swift declines in most asset classes in late 2008 and into 2009 damaged many portfolios. For those who are retired or near retirement, one necessary step after such an event is to re-evaluate retirement spending. Specifically you have to check the rate at which you are withdrawing money from the...
Posted to
Retirement Watch
by
Bob Carlson
on
03-27-2009
Filed under:
Filed under: Bob Carson, IRA Benefits, estates, Carlson, Bob Carlson, iras, ira distributions, retirement plan, retirement, financial crisis, retirement plans, insurance, annuities, stocks, stock market, investments, portfolios, income investing
Market volatility and uncertainty spur the search for investment alternatives. Index fund investors broke even or lost money the last 10 years, depending on what the markets did in the latest volatile week. The index fund investors did worse than simply owning treasury bills or a money market fund. Investors...
Posted to
Retirement Watch
by
Bob Carlson
on
10-07-2008
Filed under:
Filed under: Bob Carson, Carlson, Bob Carlson, income taxes, financial crisis, insurance, annuities, stock, stocks, equity indexed annuities, stock market