Everyday Is Like Monday…..When Is My Retirement?

Proper planning for retirement is like Novacaine. Just give it some time and it works. Start your process by reading this week’s terrific links.

Three steps for more efficient tax planning in retirement. The Wall Street Journal

Market crashes aren’t rare events. Morningstar

The average 401(k) balance fell by 19% during the first quarter. CNBC

Retirement savers aren’t panicking during the Pandemic. Yahoo Finance

Seven Ways to utilize the new retirement plan rules. Creative Planning

We have more control over Dementia than we think. The Wall Street Journal

Now is a great time to do a Roth Conversion. HumbleDollar

There’s a proposal out to triple retirement account contributions. InvestmentNews

How do you make the best of forced retirement? Advance Capital Management. 

Don’t listen to zero-sum financial advice. A Teachable Moment


This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.