Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at what happens to your IRA after you die.
Quote of the Day
"Risk, in other words, is the payment we make for a chance to reach our aspirations."
(Meir Statman)
Retirement
- United Income is using big data to more accurately model retirement outcomes. (bloomberg.com)
- How calculating a funding ratio for retirement keeps clients motivated. (kitces.com)
- There is no perfect retirement spending strategy. (obliviousinvestor.com)
Advisors
- You need to be systematic when comparing financial advisors. (blogs.wsj.com)
- Why financial advisors should write a book. (kitces.com)
Taxes
- How much risk should you take to convert short-term capital gains into long-term capital gains? (elmfunds.com)
- Remember your goal is after-tax returns. (humbledollar.com)
- Don't mess around with your RMDs. (humbledollar.com)
- Tax planning is a year-round endeavor. (investornews.vanguard)
Estates
- An estate planning checklist. (blog.independenceadvisors.com)
- Choose your IRA beneficiaries carefully. (blog.independenceadvisors.com)
- On the necessity of life insurance when other people are counting on you. (allaboutyourbenjamins.com)
Personal finance
- The top five ways to manage your money, hint costs matter. (whitecoatinvestor.com)
- Steps to take to protect your credit in light of the big Equifax data breach. (blog.independenceadvisors.com)
- How to reinvest the proceeds from a home sale. (financialsamurai.com)
- Why are we reluctant to spend money to save ourselves time? (wsj.com)
- Some knowledge can only be acquired first hand. (basonasset.com)
