Investor Alert

Retirement Weekly

Sept. 24, 2021, 2:00 p.m. EDT

News and analysis for those planning for or living in retirement

Alessandra Malito

From MarketWatch:

When you should — and shouldn’t — invest in a Roth 401(k): More employers are offering Roth options for their 401(k) plans than ever before, and it’s one way to enjoy tax-free benefits in retirement… if you strategize properly. 

I’m 50 and considering an early retirement. I want a vibrant place with moderate-left demographics where I can stretch out my savings: Not sure where to live in retirement but have some ideas for what you’d like in your new neighborhood? Ask MarketWatch. 

A looming crackdown on a popular retirement tax strategy has some investors worried: Congress has been eyeing changes to Roth IRAs, but Americans may still have time before anything is done. 

Also on MarketWatch:

Hoping to use your IRA to start your own business? Think again, says new bill  

3 questions to answer before you make a career change

How and why these corporate professionals quit their jobs for nonprofit work

We want to retire in the Carolinas or Virginias in a walkable town neither too large nor too small — where should we go ?

Social Security is the nation’s most valuable program. Congress needs to fix it

Will I get spousal Social Security benefits after my ex-wife dies? 

The nursing home crisis is ‘worse than ever’

Hearing aids could soon cost less than $1,000 and be bought at the drugstore 

Why most of the middle class can forget about long-term care  

More in retirement news:

Will saving in an IRA alone shortchange you in retirement? ( Fox Business )

Retired teachers in California struggle to make ends meet with no access to Social Security ( KTVU )

How to start planning for retirement in your 20s ( GOBankingRates )

Portable retirement account bill proposed by Congressmen ( InvestmentNews )

Divorce can devastate women’s retirement savings. Here’s how to rebuild ( CNBC )

The high-end retirement homes aimed at wealthy boomers ( Financial Times )

Research and Insight:

Boomers face this risk in retirement: Here’s how to avoid it ( Yahoo! Finance )

Retirees using the internet get a boost to cognitive function ( The Hill )

State pensions reach highest funded level in 13 years ( Chief Investment Officer )

The key to an enriching retirement ( Morningstar )

Social Security: Time for an update? ( Center for Retirement Research at Boston College )

To share with your family, friends and clients:

The Villages is a retirement ‘paradise’ — so why is that a problem? 

Don’t make the mistakes Bob Ross made: 4 estate-planning lessons for business owners 

Bored and stuck in your job? Here’s the secret to being happy at work 

Why this fund combination is better than the S&P 500  

When it comes to retirement security we’re… No 17

5 things everyone should know about Social Security 

Congress saves a controversial tax ‘loophole’  What will you call home when you’re older? The ultimate guide to housing in later life

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