Unprepared for the Unexpected

February 2002
Advisor Today;Feb2002, Vol. 97 Issue 2, p30
Trade Publication
Suggests that retirement savings should be a last resort to help meet short-term financial needs. Percentage of surveyed who know there are taxes and penalties associated with early withdrawals from retirement funds; Alternatives to raiding a retirement fund.


Related Articles

  • Saving for retirement: The other side of the coin. Macalister, Philip // Management;Oct95, Vol. 42 Issue 9, p22 

    Reports on the research on retirement savings by Rod Carr, the former Bank of New Zealand chief manager of retail financial services. Attitudes of people towards retirement savings; Effects of the cost of long-term care to retirement savings.

  • Early withdrawal. Schlossberg, Matt // Dental Practice Report;Jan2006, Vol. 14 Issue 1, p18 

    The article states that according to a study nearly half of U.S. workers may be cashing out their 401(k) retirement plans when they leave a job, instead of rolling it over into another retirement plan. Dental Practice Report's financial columnist Michael C. Smith said that many employees don't...

  • Truth about pension access barriers. TILLEY, MARTIN // Money Marketing;7/9/2015, Issue 1493, p28 

    The author examines the truth behind pension access barriers in England. Topics covered include how some pension providers are no offering the new freedoms in 2015 and are aiming to impose contractually written early surrender penalties and how other providers are delaying access through the...

  • Failure to keep up RMDs could be costly to retirees. LUND, MARK // Enterprise/Salt Lake City;10/14/2013, Vol. 43 Issue 9, p15 

    The author discusses the importance for retirees to talk to their financial or tax advisor about their required minimum distributions (RMDs) and review all retirement accounts to ensure they fulfill RMD obligations. He notes that the Internal Revenue Service (IRS) will find out if the retiree...

  • Long retirements beg long range plans. Goldberg, Carol // Long Island Business News (7/1993 to 5/2009);4/15/96, Vol. 43 Issue 16, p25 

    Looks at the need for long range plans due to the trend towards long retirements in the United States. Factors behind this trend towards long retirements; Major sources of retirement income; Choices for planning retirement income; Magic numbers to plan by.

  • Retirees preserving savings, but face crucial decisions when golden years hit, EBRI reports.  // Insurance Advocate;01/24/98, Vol. 109 Issue 4, p35 

    Reports on the study conducted by the Employee Benefit Research Institute on the options of retirees in using their retirement savings in the United States. Investment of individual retirement accounts; Placement of savings in annuities.

  • What to do with your retirement money. Israelov, Rhoda // Indianapolis Business Journal;08/24/98, Vol. 19 Issue 23, p35 

    Answers a retiree's inquiry on managing his retirement income. Consulting a tax adviser for choosing a suitable investment plan; Assessment of savings' capability to sustain the investment plan.

  • Strategies to close the retirement gap, I. Nieves, Carlos J. // Caribbean Business;12/10/1998, Vol. 26 Issue 49, p14 

    Offers strategies to help determine the gap between retirement dreams and financial reality. Sources of post-retirement income.

  • SWITCH GLITCHES. Dixon, Daryl // Bulletin with Newsweek;01/23/2001, Vol. 119 Issue 6258, p58 

    Enumerates the potential pitfalls awaiting unwary Australian retirees who switch income-stream providers from one fund manager to another. Reasons why a switch may be necessary; Tax consequences of changing income-stream products; Ways of avoiding tax problems related to switching fund...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics