TITLE

Retirement investing a balancing act

AUTHOR(S)
Leckey, Andrew
PUB. DATE
April 2010
SOURCE
Journal of Business (10756124);4/22/2010, Vol. 25 Issue 9, pB1
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the balancing act and the significance of retirement investing. It notes that 401(k) investors invest six to seven percent of their income in this retirement savings It points out that 70 percent of the investors' portfolios are place in equities. However, only a few of them invest in the past year than Hewitt Associates' tracking in five years.
ACCESSION #
50255867

 

Related Articles

  • Target-Date Funds Customize Risk Thresholds.  // Money Management Executive;12/3/2007, Vol. 15 Issue 46, p9 

    The article reports on the failure of target-date funds to address risk tolerance issues on various investors in the U.S. It presents forecast on target-date fund by 2020 which include conservative, moderate and aggressive, however, is said to have no importance to those who are not familiar...

  • Roth 401(k) retirement plans are gaining traction. Fay, W. David // Inside Tucson Business;9/14/2009, Vol. 19 Issue 15, p21 

    The article reports on the survey of companies using Roth 401 (k) plans in the U.S. Of the 429 surveyed, 22% of firms prefer to use Roth, while 61% plan to add one. Moreover, the product became popular due to its advantages, including tax treatment of contributions and distributions and the...

  • Best Use of Tax-Deferred Accounts. Singer, Gregory D.; Litman, Warren // CPA Journal;Sep2009, Vol. 79 Issue 9, p44 

    The article discusses the role of tax-deferred accounts in accumulating wealth for retirement. The decisions which are being faced by investors approaching or already in their retirement years are presented. Also explained are the three different ways traditional tax-deferred accounts like...

  • Implications of principal, risk, and returns sharing across savings vehicles. Reichenstein, William // Financial Services Review;Spring2007, Vol. 16 Issue 1, p1 

    This study illustrates that the choice of savings vehicles [e.g., taxable account, Roth IRA, or tax-deferred accounts such as a 401(k)] affects the portions of principal effectively owned by, returns received by, and risk borne by individual investors. This study examines the implications of...

  • Lawmakers considering new rules on 401(k) fees. Gordon, Marcy // Buffalo Law Journal;3/12/2007, Vol. 79 Issue 21, p14 

    The article reports that some U.S. lawmakers are considering making companies that manage 401(k) plans to give clearer and more complete information on the costs of investment plans. Representative George Miller states that they intend to determine the necessity of fees for investment plans and...

  • Jumping back in--carefully. Greenberg, Herb // Fortune;10/28/2002, Vol. 146 Issue 8, p220 

    Focuses on the investment outlook of the author. Concern he has about the stock market based on his expectation of another round of bad audits; Opinion that it is time to carefully start investing again; His plans to shift some of his IRA into funds such as Matthews Asian Growth & Income...

  • Firms Ponder 'Seismic Shift' in DC Plans. Morgan, John // Money Management Executive;5/19/2008, Vol. 16 Issue 20, p1 

    The article reports that target-date funds are more suited for 401 (k) investors as default options for auto enrollment compared to moneymarket funds in the U.S. The Pension Protection Act of 2006 set new safe harbor rules that allowed target-date funds as qualified default investment...

  • 1401 (k)s Back on Track, Vanguard Report Says. Levaux, Janet // Research;Jan2010, Vol. 33 Issue 1, p24 

    The article reports on Vanguard Group Inc. study entitled "Recovery in 401(k) Balances" which looked at participant balances between September 2007 and September 2009. According to Vanguard Group Inc., the typical 401(k) participant has greater 401(k) retirement wealth than before the severe...

  • Forget Fear. Hobson, Mellody // Black Enterprise;Apr2011, Vol. 41 Issue 9, p26 

    The article offers a view of the stock market from another perspective. The stock market's volatility has been compared to a roller coaster, with the market's collapse in 2008 followed by a dramatic rise in 2009. The author offers three steps for stock market investors to stay the course. First...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

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

Try another library?
Sign out of this library

Other Topics