retirement-planning

An Annuity Fan One believer is Bud Hebeler , 77, a retired Boeing executive who runs www.analyzenow.com , a retirement-planning website.

Making the Case to Buy an Annuity Lavonne Kuykendall 2011

Ibbotson has developed proprietary guidelines to make personalized recommendations on annuity purchases based on an investor's answers to typical retirement-planning questions.

Making the Case to Buy an Annuity Lavonne Kuykendall 2011

'Flawed Notion' Popular retirement-planning software often reinforces people's lofty expectations.

The Other Midlife Crisis Ellen E. Schultz 2011

"Bud" Hebeler, a 78-year-old former top executive at Boeing who retired more than 20 years ago, has seen the limitations of the 4% rule through his work developing Analyze Now, a retirement-planning website, and also in his friendships with peers.

How Much Is Too Much? Kelly Greene 2011

Another wrinkle: In retirement, distributions from tax-deferred accounts become part of your adjusted gross income, says Laurence Kotlikoff , professor of economics at Boston University and founder of ESPlanner.com, an online retirement-planning tool.

Higher Taxes Loom for 401(k) Savers Andrea Coombes 2011

A 2009 study by the Pension Policy Center, a Washington-based nonprofit, examined 12 popular Web-based retirement-planning tools, including those offered by Fidelity Investments, AARP and MetLife Inc., and found that "none of them assume wages might decline," says John Turner , who heads the nonprofit.

The Other Midlife Crisis Ellen E. Schultz 2011

A 2009 study by the Pension Policy Center, a Washington-based nonprofit, examined 12 popular Web-based retirement-planning tools, including those offered by Fidelity Investments, AARP and MetLife Inc., and found that "none of them assume wages might decline," says John Turner , who heads the nonprofit.

The Other Midlife Crisis Ellen E. Schultz 2011

Entaire Global Cos., a retirement-planning firm for small-business owners in Duluth, Ga., is one of the leading promoters of this strategy through its Global Financial Distributors unit.

Milking a Business for Retirement Kelly Greene 2011

'Flawed Notion' Popular retirement-planning software often reinforces people's lofty expectations.

The Other Midlife Crisis Ellen E. Schultz 2011

Couples are having trouble connecting on retirement-planning issues.

Don't Join the Ostrich Generation Kelly Greene 2011