Tag Archives: Pension

Losing a Spouse While in Retirement

In our ongoing series on retirement risks and challenges, married retirees must also deal with handling the loss of a spouse. From a personal standpoint, the death of a lifelong partner is a major loss psychologically and emotionally to the … Continue reading

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Retirees Can Avoid Running Out of Money

Retirees face a wide variety of risks during the “golden years.” One of the biggest challenges is making sure you don’t outlive your money (also known as “longevity risk”). If we knew in advance when we were going to die, … Continue reading

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Finance Friday: Scary Retiree Lessons from Stockton, CA

In June 2012, the city of Stockton, CA filed for bankruptcy. One result is that current retirees will see their pension plan payments reduced. Cutting current retiree benefits used to be unthinkable! But in today’s economy, government employers—just like private … Continue reading

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Buy Several Annuities for Safer Guaranteed Income

We all love guarantees. And when it comes to retirement, we especially like the idea of guaranteed lifetime income. After all, no one wants to run out of money before they run out of life. There are only a few … Continue reading

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A Rollover Primer Part 2: Age 55 to 59 1/2

If you are between the ages of 55 and 59 1/2 and are changing jobs, rolling your retirement funds from your former employer to an IRA is not an automatic decision. Normally it’s a good strategy to roll retirement plan funds (such … Continue reading

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