Retirement Planning Articles

Social Security: More Ways To Time It to Your Benefit (PDF)
The Family Value email inbox has been crammed with questions from readers about the "file and suspend" strategy for taking Social Security retirement benefits, which can be used to beef up the size of monthly payments later in retirement. Source: Wall Street Journal, August 3, 2012

When to Take Social Security (PDF)
You really can hit the "pause" button on your Social Security retirement benefits—and if you do, it will increase their value later. Source: Wall Street Journal, July 3, 2012

Does Your 401(k) Have an Annuity? (PDF)
Annuities, once confusing to many, even suspect to some, are showing new life. As more people worry about the finances of retirement, the concept of a guaranteed income stream for life, once available to many U.S. workers through employer pension payments, looks like a vital component of their portfolios. Source: Yahoo Finance, CNBC, Sept 6, 2012

Small Business: Dealing with Retirement (PDF)
Small business, whether a single employee or a hundred, whether annual revenues are $300,000 or $30,000,000, share many of the same concerns.

Insurance Professor Retirement Planning Articles