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From MarketWatch:
Is your adviser encouraging you to do an IRA rollover? Make sure they’re following this new rule: The DOL recently began enforcing a rule that requires advisers recommending rollovers to explain in writing why it is in the client’s best interest.
Watch out – this one mistake could cost you thousands when you rollover your 401(k) to an IRA: Rollovers can make a lot of sense, but investors should be sure they’re conducting the transfer properly.
How being an older worker pushed me out of my comfort zone – what I learned: Staying in, or reentering, the workforce can be difficult for any worker, but some older workers may find it particularly uncomfortable.
Also on MarketWatch:
5 lessons from the bear market
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Tech support fraud is the biggest scam for people over 60, taking them for millions – h ere are the red flags to watch for
Can a robot roommate help you care for your aging parent?
Don’t cut or privative Social Security – lawmakers must act responsibly on behalf of all Americans
10 things to talk about with your financial adviser
12 ways to make your retirement better for the planet
More in retirement news:
Biden travels to Ohio to highlight $86 billion for troubled retirement plans (Yahoo Finance)
25 ways to stop spending money and save for retirement (Entrepreneur)
With high inflation and an uncertain stock market, do I have enough to retire? (Kiplinger)
Experts: How to handle retirement’s most common financial challenges (GOBankingRates)
5 Retirement lessons we can all learn from former NFL players (Forbes)
No money saved for retirement? It’s not too late (AARP)
Research and Insight:
Americans underestimate two major kinds of retirement risk (ThinkAdvisor)
Pace of retirees returning to work increases (PlanSponsor)
25% of Americans delaying retirement due to inflation, survey says: Here’s how they’re offsetting rising costs (Fox Business)
Pension plans among ESG’s biggest proponents (PlanAdviser)
Lonely seniors are more vulnerable to fraud (Center for Retirement Research at Boston College)
To share with your family, friends and clients:
We’re an outdoorsy family looking for a ‘funky’ town where we can eventually retire. Where should we go?
From working life to FIRE life in 3 steps: Follow the ‘Cashing Out’ couple’s road map to early retirement
Do you know the things Medicare doesn’t cover, and will you be able to afford them?
There’s more to the stock market than the S&P 500 – try these simple time-tested strategies
Here’s how much the average working boomer has saved for retirement
Here’s how much the value of your Social Security check is likely to go up next year Older workers are getting raises – but it’s not enough
