Topic: Fidelity Investments

As markets swoon, brokers become couples counselors

NEW YORK (Reuters) - With investors falling in and out of love with Wall Street at a rapid pace, some financial advisers are finding themselves playing a new role -- that of marriage counselor.In general, people don't appear to agree about one ...
Convert decades of savings into regular monthly checks with annuities and longevity insurance.Convert decades of savings into regular monthly checks with annuities and longevity insurance.One of the greatest challenges in retirement is figuring out how to convert a pile of savings accumulated ...

Create a Paycheck With an Annuity

New retirement-income products can help turn your savings into a reliable income stream.New retirement-income products can help turn your savings into a reliable income stream.EDITOR'S NOTE: This article was originally published in the March 2011 issue of Kiplinger's Retirement Report. To subscribe, ...

Free Help With Retirement Planning

Fidelity is offering customized investment advice at no charge.Fidelity is offering customized investment advice at no charge.Fidelity Investments recently launched a new free program to help people develop personalized retirement investing plans. That's right -- it's FREE for anyone, not just Fidelity ...

Many U.S. millionaires do not feel rich enough: survey

CHICAGO (Reuters) - Pity America's poor millionaires.Almost half of them, it turns out, do not feel rich enough despite their out-sized savings and nearly two-thirds fret over the chance that rising taxes might further erode their enviable nest eggs, according to a ...

Exclusive: BofA to harvest retirement assets through Merrill

CHARLOTTE, North Carolina (Reuters) - Bank of America Corp. is no Fidelity Investments when it comes to retirement accounts, but it boosted retirement assets under management by nearly 10 percent last year and is gunning for more by guiding bank depositors to ...
It's autumn and with the summer now in the rear view mirror, it's time for many of us to re-focus and begin setting out plans for the busy months ahead. Interestingly, Fidelity's research reveals that the summer is the most popular time ...

Some rules aren't meant to be broken

If someone asked me to come up with the two defining characteristics of financial markets, my answer would be ? But the right rules, followed and enforced, can make financial markets much more friendly. Financial institutions (fortunately, not the ones in Canada) ...
By Theo Francis[Bloomberg] -- The Obama administration is weighing how the government can encourage workers to turn their savings into guaranteed income streams following a collapse in retiree accounts when the stock market plunged.The U.S. Treasury and Labor Departments will ask for ...

Roth Confusion Widespread

Get ready to be bombarded with information about Roth IRA conversions. In a conversion, you draw funds from a traditional IRA or 401(k), pay the ordinary taxes due on any pre-tax contributions and tax-deferred investment growth, and then move the cash into ...
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