Tag Archives: Retirement
With a new year well underway, at Vanguard our attention is turning to IRAs, 401(k)s, and tax planning. This year, I, like a lot of others, seem to have Roth IRAs on the brain.… Read more
Here are several “big picture” retirement themes I expect to hear more of in the coming year. I’ll come back later in the month with a post on personal retirement tactics.… Read more
Year-end is fast approaching, and based on web traffic it seems like the question of converting traditional IRA savings to Roth savings looms large. Congress has added to the buzz by allowing the conversion of certain pre-tax 401(k) money into … Read more
Coming back from lunch in our cafeteria (in keeping with Vanguard’s nautical theme, we call it the Galley), I ran into a co-worker (crew member) I’ve known since I joined Vanguard 14 years ago.
After exchanging quick updates on work … Read more
I’m often asked what I think about the “4% rule” for spending in retirement. According to this rule of thumb, an individual who is planning on a 30-year investment horizon and is holding a broadly diversified and balanced investment portfolio … Read more
Here’s the good news: Half of Americans are “on track” financially for retirement.
The bad news? The other half aren’t. … Read more