Retirement Planning: When You Have to Compromise

Kathleen M. Fisher (pictured) and Tara Thompson Popernik

Sometimes things fall into place nicely, and you can chart your course to a comfortable retirement relatively easily. You choose a suitable asset allocation, using tax-deferred accounts to their best advantage and optimizing your Social Security payouts. But what if things don’t work out so well?


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What Uncle Sam Taketh Away, You Can Give Back (and Get a Tax Deduction)

By Kathleen Fisher (pictured) and Tara Thompson Popernik

The government shutdown, now in its second week, has temporarily stopped the flow of government funding for many worthy organizations and may strain the resources of others. Federal grant administration is being delayed. For example, the grant administration staff at the National Institutes of Health has been furloughed; that may stop or slow grants for medical research. Federally funded nutrition programs are facing interruptions, which may increase demand for local social-services charities. Any donations you make now will mean more than ever to charitable organizations. And with federal tax rates up this year, your gift can save you more on your tax bill. (more…)

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Retirement Planning Today: Clearing the Hurdles

By Kathleen M. Fisher (pictured) and Tara Thompson Popernik

“Money isn’t everything,” proclaimed American fashionista André Leon Talley, “but it is when you start thinking about…your retirement days.” While retirement may bring more time for entertainment and family, today even prospective retirees of substantial means (or fabulous taste) may not feel confident that their experiences will match their hopes. (more…)

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