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Search resuls for: "Anne Tergesen"


25 mentions found


☆ The 4% Rule for Retirement Is Back
  + stars: | 2023-11-13 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
For those wondering if now is a good time to retire, here’s some encouraging news: The 4% rule is back. Thanks to higher interest rates and bond yields, it is likely safe for new retirees to spend 4% of their nest eggs in their first year of retirement and then to adjust that amount for inflation in subsequent years, according to a new analysis from Morningstar released Monday.
Persons: Morningstar
☆ Biden’s ‘Junk Fee’ Crackdown Comes for Retirement Advice
  + stars: | 2023-10-31 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
The U.S. Labor Department on Tuesday proposed that financial advisers, brokers and insurance agents should be held to the fiduciary standard on rollover IRAs. Photo: Erin Scott/BloombergAmericans rolling over their money into an individual retirement account from a 401(k) will have more protections on the advice they get as part of a Labor Department proposal released Tuesday. Under a 1974 federal law that governs retirement accounts, employers have a duty to manage 401(k) plans in the best interest of employees, including to vet the investments and fees. Known as Erisa, the law also imposes this fiduciary standard on advisers to act in a client’s best interest when giving advice in 401(k)s.
Persons: Erin Scott Organizations: U.S . Labor Department, Bloomberg, Labor Department
☆ Here’s What Retirement on a Boat or RV Looks Like in America
  + stars: | 2023-10-21 | by ( Anne Tergesen | Veronica Dagher | ) www.wsj.com   time to read: 1 min
Many Americans drop anchor in retirement, settling down near the beach or their adult children. Others leave their old latitudes behind and set sail on the highways or high seas. Nomadic life appeals to those who have the time and cash to make RVs or boats into mobile retirement homes. After years juggling careers and raising families, these aging Kerouacs and Magellans yearn for the freedom to explore new places while still young and healthy enough to make the trip.
Persons: yearn
☆ Millennials on Better Track for Retirement Than Boomers and Gen X
  + stars: | 2023-10-03 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/retirement/millennials-on-better-track-for-retirement-than-boomers-and-gen-x-1aebf00
Persons: Dow Jones
☆ The Right Amount of Cash to Keep at Home for Emergencies. Hint: Not $480,000
  + stars: | 2023-09-26 | by ( Anne Tergesen | Jeremy Olshan | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/emergency-fund-cash-on-hand-b04136d1
Persons: Dow Jones
☆ Should I Take a $44,000 Lump Sum or Keep a $423 Monthly Pension?
  + stars: | 2023-09-24 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/retirement/pension-lump-sum-monthly-payment-retirement-f94ad69b
Persons: Dow Jones, f94ad69b
☆ Roth vs. Traditional 401(k): Where to Put Your Money for Retirement?
  + stars: | 2023-09-03 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/retirement/roth-401k-versus-traditional-retirement-1120bd9f
Persons: Dow Jones, roth, 1120bd9f
☆ What It’s Like to Retire With a $5 Million Nest Egg
  + stars: | 2023-08-30 | by ( Paul Shemwell | Jay Myer | Whose Retirement Account Is Invested In Seven Vanguard Index Funds | ) www.wsj.com   time to read: 1 min
Few Americans manage to save anywhere near $5 million in their 401(k)s and individual retirement accounts. Jay and Anita Myer. Photo: Kate Medley for The Wall Street Journal
Persons: Jay, Anita Myer ., Kate Medley Organizations: Wall Street
☆ Stock-Market Rally Makes More 401(k) Savers Millionaires
  + stars: | 2023-08-17 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/retirement/stock-market-rally-makes-more-401-k-savers-millionaires-30040838
Persons: Dow Jones
☆ Stock Market Rally Makes More 401(k) Savers Millionaires
  + stars: | 2023-08-17 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/retirement/stock-market-rally-makes-more-401-k-savers-millionaires-30040838
Persons: Dow Jones
☆ Here’s What a $5 Million Retirement Looks Like in America
  + stars: | 2023-08-11 | by ( Veronica Dagher | Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/heres-what-a-5-million-retirement-looks-like-in-america-1abc76d9
Persons: Dow Jones
☆ Social Security Benefits Will Go Up Next Year, but Not by a Lot
  + stars: | 2023-08-10 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/social-security-payment-increase-cola-2024-retirement-a3fce38e
Persons: Dow Jones, a3fce38e
☆ Social Security COLA Expected to Rise in 2024, but Not by a Lot
  + stars: | 2023-08-10 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/social-security-payment-increase-cola-2024-retirement-a3fce38e
Persons: Dow Jones, a3fce38e
☆ Catering to Your Midlife Crisis Is a Growing Business
  + stars: | 2023-08-01 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/midlife-crisis-money-business-companies-29dc2273
Persons: Dow Jones
☆ High-Earning Retirement Savers Are Losing Some of Their 401(k) Tax Break
  + stars: | 2023-07-16 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/retirement-tax-breaks-401k-contributions-2868ffdc
Persons: Dow Jones
☆ How to Use Investing Concepts to Improve Your Life
  + stars: | 2023-07-06 | by ( Julia Carpenter | Joe Pinsker | Veronica Dagher | ) www.wsj.com   time to read: 1 min
Don’t just spend your time. We are born rich in time and then spend down our fortunes over the years. It may not grow like money in a bank account, but there are ways to get the most out of it. Researchers suggest thinking of time as something we invest—rather than "spend"—using our precious hours now for fulfillment and meaning that our future selves can draw from. Fran Caballero
Persons: Don’t, Fran Caballero
☆ America’s Retirees Are Investing More Like 30-Year-Olds
  + stars: | 2023-07-05 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/it-isnt-just-boomers-lots-of-older-americans-are-stock-obsessed-ca069e1a
Persons: Dow Jones
☆ It Isn’t Just Boomers. Lots of Older Americans Are Stock Obsessed.
  + stars: | 2023-07-05 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/it-isnt-just-boomers-lots-of-older-americans-are-stock-obsessed-ca069e1a
Persons: Dow Jones
☆ Why a Bull Market Is a Bad Time to Check Your 401(k)
  + stars: | 2023-06-16 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/why-a-bull-market-is-a-bad-time-to-check-your-401-k-8dcf27d3
Persons: Dow Jones
☆ Start Saving for Retirement Now and Get $250 in Cash
  + stars: | 2023-06-06 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/start-saving-for-retirement-now-and-get-250-in-cash-796a48de
Persons: Dow Jones
☆ Americans Are Saving Money by Retiring Overseas
  + stars: | 2023-05-29 | by ( Anne Tergesen | Veronica Dagher | ) www.wsj.com   time to read: 1 min
Many Americans dream of retiring overseas, and more are packing their bags. Whether seeking adventure, self-reinvention, or just a lower cost of living, international retirees face a unique set of money and life challenges. And paperwork. Retiree Susan Wojcik, pictured with her arms raised. Photo: Ozzie Hoppe for The Wall Street Journal
Persons: Susan Wojcik, Ozzie Hoppe Organizations: Wall Street
☆ Here’s What Retirement Looks Like for Americans Abroad
  + stars: | 2023-05-21 | by ( Anne Tergesen | Veronica Dagher | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/heres-what-retirement-looks-like-for-americans-abroad-e2ee4294
☆ Here’s What It Looks Like When Americans Retire Overseas
  + stars: | 2023-05-21 | by ( Anne Tergesen | Veronica Dagher | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/heres-what-retirement-looks-like-for-americans-abroad-e2ee4294
☆ For Executives Only, CEOs Amass Billions in Savings With ‘Top Hat’ Plans
  + stars: | 2023-05-18 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/for-executives-only-ceos-amass-billions-in-savings-with-top-hat-plans-3c23b5be
☆ What Happens to Social Security Benefits if the U.S. Hits the Debt Limit?
  + stars: | 2023-05-10 | by ( Anne Tergesen | ) www.wsj.com   time to read: 1 min
As Democrats and Republicans debate raising the debt ceiling, they both agree that a default would be disastrous for the economy. WSJ explains why U.S. debt has become the center of the economy. Photo Illustration: Madeline MarshallMillions of Americans will probably get their Social Security checks even if Congress fails to reach a deal to raise the U.S. debt limit, economists and policy advocates say. Still, there is a chance the checks many retirees rely on to pay the bills could be delayed or temporarily reduced should the government default on its obligations for the first time since the U.S. Treasury was established in 1789. If the checks are held up, the federal debt ceiling crisis could trigger household financial crises.
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