RESOURCES

Below are some current favorite articles and resources on the topics noted. Be sure to visit this page periodically as the list will most certainly be updated and expanded:

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401ks AND OTHER QUALIFIED RETIREMENT PLANS
Forbes: Time To Think the 401k
CNN Money Fix The 401k
Congressional Testimony on 401ks
Wharton Business School Index Study
Time Magazine: Why It’s Time to Retire the 401(k)
Robert Kiyosaki: The Biggest Scam Ever
The Big Retirement Lie: an alternative view on retirement planning
Freezing Withdrawals from 401ks, WSJ 3.29.10

60 MINUTES, THE 401k FALLOUT

BLOOMBERG TV, HIDDEN FEES INSIDE 401ks

Bloomberg Hidden 401k Fees Transcript

RETIREMENT INCOME PLANNING
Wall St. Journal: Expectations of Returns in Stock Market
Harvard New Retirement Products
Money Magazine Make Your Dough Last
Time Magazine: The Withdrawal Rate, what it is and why it’s so important
MSN: Retirement? Good luck with that!
Alan Haft Bond Ladders TD Waterhouse

COLLEGE PLANNING
Wall St. Journal: Did Your 529 Blow Up on You
MSN Money: College Savings Plan Fiasco

SOCIAL SECURITY
Alan Haft’s “Secrets of Social Security” article for his monthly columns that appear in the American Institute of Certified Public Accountant’s CPA Insider newsletter.
Little Known Social Security Strategy
The Guide To Social Security

ROTH IRA CONVERSIONS
2010 ushers in some changes to various tax laws that will allow you to convert your taxable IRA into a Roth IRA.
Alan Haft, Smart Money Magazine, March 2010
Why It May Pay To Convert to a Roth IRA – WSJ
Roth IRA Conversions Fraught With Mistakes