Posts Tagged ‘life expectancy’


The Two Biggest Retirement Misconceptions

Icon Provided by Joseph Regenstein IV, CMFC on May 26, 2010

While the idea of retirement has changed, certain financial assumptions haven’t. We’ve all heard about the “new retirement”, the mix of work and play that many of us assume we will have in our lives one day. We do not expect “retirement” to be all leisure. While this is becoming a cultural assumption among baby [...]

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Tags: american academy of actuaries, baby boomers, financial assumptions, health care reforms, health insurance, investment advice, life expectancy, misconceptions, retirement, retirement income, retirement money, retirement plan, Retirement Planning, social security


Roth IRA Conversions For 2010

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2010

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.

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Tags: beneficiaries, beneficiary, distributions, heirs, IRA, ira assets, irs, life expectancy, minimum withdrawals, older investors, retirement, Roth, roth ira conversion