|
|
Suggested Reading
Station 5 - Riding the cycles:
Falling: prevention and recovery ||
Slowing down: retirement ||
Taxing matters: tax strategies ||
IRA & 401k withdrawals ||
Beating inflation: the drag ||
Weaving in and out of traffic: protecting your wealth ||
Blindsided: avoiding and handling the unforseen
American Century Investments. Tax Strategies for Capital Gain and Income Distributions
This webpage succinctly explains the types of mutual fund distributions, how they're taxed, and strategies to reduce your tax liability.
Bell, Kay, and Fleitas, Amy. 2004. Top 10 Investing Scams
This brief online article summarizes what the authors feel are the top ten investment scams. Number one is the oft-tried Ponzi scheme, and number two is senior investment fraud.
Schleef, Harold J. and Eisinger, Robert M. 2007 "Hitting or Missing the Retirement Target"
This somewhat scholarly article that appeared in the journal Financial Services Review argues that, while personal financial planning entails establishing retirement portfolio goals, using strategies that evolve over time, life-cycle funds that reduce equity allocations over time fail to increase the likelihood of reaching a targeted portfolio value compared with fixed asset allocation models.
Securities and Exchange Commission. 2008. Internet Fraud: How to Avoid Internet Investment Scams
The U.S. Securities and Exchange Commission has a useful webpage that outlines some of the more common investment frauds perpetrated via the Internet.
Edit Entries
|
|
