Retirement PlanningRetirement Planning

There is a fundamental shift taking place in the insurance and investment sectors, due to the impending retirement of millions of baby boomers. Financial products considered as retirement plans are being designed and re-designed to match their requirements. Any financial expert will tell you that the laws and IRS regulations governing retirement plans are undergoing massive evaluation and change as these products hit the marketplace. Money-Rx will keep you uptodate with the latest retirement planning investment vehicles, laws and ine-tuned strategies to maximize returns.

Over the past few years, retirement planning has become increasingly complex. Today you need to balance a wider range of financial issues than ever before: from IRA and 401k accounts, to income distribution strategies, annuities, tax changes and even how working will affect your Social Security benefits.

When combined with the fact that people are living longer than ever – making retirement more expensive – you quickly see why good, solid retirement planning has become so critical.

401(k) Plans

> 401(k) Rollovers for a New Job
> 401k Asset Allocation Strategies
> 401k Investment Tips: Essential Tools for Informed Choices
> 401k Options Before Retirement
> Alternative Retirement Plan Options
> Answers to Common 401k Questions
> Common 401(k) Fee Structures
> Common Roth 401k Questions and Answers
> Exchange Traded Funds (EFT) and Your 401k
> Introducing the Roth 401(k)
> Investing in Your 401k
> Know Your Options: Borrowing From Your 401k Plan
> Lump Sum Distributions: FAQ and Facts
> Seven Ways to Improve Your 401k
> Strategies for Overcoming an under-performing 401(K)
> The Latest 401k Trends
> What You Should Know About Investing your 401k in Your Company’s Stock
> What Your 401k Provider Doesn’t Want You to Know
> Why you should consider a Solo 401k if you are Self Employed
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Annuities

> 1035 Exchanges for Annuities
> Annuities as an Investment Vehicle
> Annuities Explained
> Annuitization vs. Systematic Withdrawal
> Boomers and Hybrid Annuities
> Cash for Annuity Structured Settlements
> Charitable Gift Annuities
> Dollar Cost Averaging with Variable Annuities
> Equity Indexed Annuities
> Finding the Best Annuity
> Joint and Survivor Annuity
> Securing Returns From Fixed Term Annuities
> Split Funded Annuities
> Using Variable Annuities to Fund a Qualified Plan
> Variable Annuities
> Variable Annuity Buying Tips
> Who should have an Annuity?
> Your Guide to Annuities
> Your Guide To Equity Annuities
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Federal Employees

> 457 Retirement Plan Options
> CSRS vs. FERS
> Federal Employees Retirement & Post-Retirement Plans
> Federal Employees Voluntary Contributions Program
> Thrift Savings Plan (TSP) - Part I
> Thrift Savings Plan (TSP) - Part II
> TSP Lifecycle L Funds
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IRA

> Advantages of a Split IRA
> IRA Basics
> Roth IRA's vs. 401(k) Plans
> Self-Directed IRAs
> Simplified Employee Pension Plans (SEP IRAs)
> Transferring Tax Refunds to Your IRA
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Planning Basics

> Customized Retirement Plans
> Health Planning For Retirement
> Retirement Planning Strategies
> Tax-Advantaged Retirement Plan Options
> Tips For Pre Retirement Planning
> Tips For Reducing Taxes During Your Retirement Years
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Seniors

> Essential Advance Directive Information
> Six ways to use your Home Equity for Retirement
> Tips For Choosing The Perfect Retirement Community
> Tips For Selecting a Care Giver
> Your Guide To Medi-Cal and Medi-Cal Related Issues
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X - Other Retirement Planning Articles

> Retirement Planning for Singles and Unmarried Couples
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A free 32-page comprehensive handbook on financial & retirement planning, plus a detailed guide on the topic of your choice:
401(k) Rollovers
Annuities
Estate Planning
IRAs
Long Term Care