Most Clicked Retirement Security SmartBrief Stories


1. Social Security returns: A good deal for retirees?

Retirement Security SmartBrief | Mar 04, 2015

An article in the Journal of Retirement says lifetime payroll-tax contributions for many high earners will likely be higher than their total benefits. Wise claiming strategies, however, can ameliorate some of the losses, said Sylvester Schieber, author of the article. InvestmentNews (free registration) (03/03)


2. The most unpredictable retirement factor?

Retirement Security SmartBrief | Feb 27, 2015

Medical costs are "far and away the biggest X factor in retirement planning," writes Shelly Schwartz. Fortunately, forward-thinking strategies -- and possibly some lifestyle changes -- can help mitigate these costs. She offers some tips toward that goal. CNBC (02/26)


3. Social Security can be fun?

Retirement Security SmartBrief | Mar 03, 2015

Three experts have written a guide to maximizing Social Security benefits, and they managed to inject some humor into this otherwise dry subject, Mark Miller writes. WealthManagement.com (U.S.) (03/02)


4. ETFs offer key tax advantage

Retirement Security SmartBrief | Mar 03, 2015

Exchange-traded funds have grown more popular in recent years, and these investment vehicles may provide an important tax advantage compared with mutual funds. ETFs and mutual funds are taxed similarly in some ways, but investors in ETFs may be able to avoid taxes related to long-term capital gains. ThinkAdvisor (03/02)


5. Why wait to enjoy retirement's pleasures?

Retirement Security SmartBrief | Mar 03, 2015

There's no special reason why workers should wait until their 60s to enjoy a break from work, Michael Finke writes. He challenges the idea that retirement has to be put off until old age, suggesting that workers can cut back now and then add a year or so to their working life later on. Research magazine (03/2015)


6. Points to consider before rolling over a 401(k)

Retirement Security SmartBrief | Feb 27, 2015

Financial planner Nancy Anderson explains when rolling over a 401(k) is a good idea and when it's a bad idea. Forbes (02/26)


7. Please take this poll

Retirement Security SmartBrief | Feb 27, 2015

You may have noticed your SmartBrief has been arriving earlier the past few weeks. What do you think of the change?


8. Landing the right work in retirement

Retirement Security SmartBrief | Mar 02, 2015

More seniors plan to work in their golden years, for various reasons. Chris Farrell talks to people about how they landed their ideal post-retirement jobs. Next Avenue (02/26)


9. Traditional view of retirement is disappearing among Americans

Retirement Security SmartBrief | Feb 27, 2015

Only 26% of Americans expect to stop working entirely when they reach the traditional retirement age, a survey by The Pew Charitable Trusts found. More than half expect to move on to something new, possibly working at a different job. And more than 20% said they will never retire. MarketWatch (02/26)


10. Expert: Passive index funds may help cure retirement-savings ills

Retirement Security SmartBrief | Mar 05, 2015

Passive index funds and their lower fees could help savers amass larger nest eggs, Vanguard's John Bogle says. "Everybody's big focus is that we have to save more. A greater part of the problem is the failure of investors to earn their fair share of market returns," Bogle says. New York Times (tiered subscription model), The (03/03)




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