While fixed income investing tends to be associated with retirees (and, indeed, retired investors are one of three investor profiles that the author of today’s article believes should consider devoting a significant part of their portfolios to fixed income), it’s an investing strategy anyone can benefit from, with the author noting that “The low-risk, predictable nature of this investment can…
As market volatility picked up in October, so did the daily trading activity in 401(k) plans – with one analysis finding that the daily trading activity in 401(k) plans was more than double the normal level during this period, as investors abandoned equities and fled to fixed income. But retirement investors may be increasing their risk of a “retirement fail”…
With interest rates ticking up, prospects for higher inflation as a result of economic growth, and the uncertainty that comes with a new face helming the Federal Reserve, how can fixed-income investors go about preparing for this environment and the additional risks it poses? The author of today’s article highlights his favorite idea in that regard – a vehicle which…
“Retirees have special concerns when evaluating state tax policies: Are Social Security benefits taxed? Does the state impose its own estate tax? Are there property tax breaks for seniors? The answers can greatly affect the financial well-being of fixed-income retirees.” Today’s article identifies the 15 states that impose the highest taxes on retirees based on Kiplinger’s 2015 analysis. To find…