News and analysis for those planning for or living in retirement

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From MarketWatch:

We’re in our 60s and have lost $250,000 in our 401(k) plans — can we still retire?: Market volatility has affected nearly everyone, but it doesn’t mean you can’t keep with your plan. 

What’s the best way to leave your house to your heirs?: Leaving an inheritance can be trickier than just writing out a will. 

Are you nearing retirement? Here’s how to transition your portfolio from growth to income: Not sure how to strategize your asset allocation during this transitional phase? Read this

Also on MarketWatch:

Where’s the bull market? Stock-markets investors aren’t buying.

These ‘happy’ mutual funds beat the market 

What’s behind Bernie Sanders and Elizabeth Warren’s bold tax hike to shore up Social Security?

Where can I afford to live in retirement? Senior housing and the ‘forgotten middle’

This simple, clever idea could replace traditional target-date funds

Here’s what Pink’s 11-year-old daughter should do with her ‘minimum wage’ job

How much do I need to retire? Is $3 million enough?

Our food may be giving us Alzheimer’s disease, new research says

Social Security’s cost-of-living adjustment will fall short again, retirees fear

More in retirement news:

Students raised $200K to help 80-year-old school janitor retire (Insider)

The perfect retirement investment nobody wants, part 2 (The New York Times

Their Retirement Plan Did Not Include Being Forced to Sell Their Condo (The New York Times

Woman hid mother-in-law’s death to steal $450,000 in retirement benefits, feds say (Miami Herald)

Retirement might not be in the cards for everyone (Marketplace)

Plans in world’s largest retirement markets show battle wounds of tumultuous 2022 (Pensions & Investments)

How to Save for Retirement If You Work Part-Time (U.S. News Money)

Research and Insight:

Gen Z is ‘doing extraordinarily well’ saving for retirement, study finds (Yahoo! Finance)

401k plan balances fell sharply in 2022, Fidelity data shows (CBS News)

Low wages linked with elevated mortality risk for middle-age workers in the US, study finds (CNN)

Older Americans richer than previously thought, Census says (Insurancenews.net)

Burden of high rents surged during COVID (Center for Retirement Research at Boston College)

To share with your family, friends and clients:

Are you a tax-efficient investor? Here’s how to read your brokerage tax forms and look for red flags on gains, losses and crypto

The racial, ethnic and gender retirement gaps: How do we close them?

‘Working longer is not a realistic cure for retirement insecurity.’ Time to get real about how long you’ll really work.

We are living — and working — longer. How to embrace an aging society.

Will you regret that Roth IRA conversion when you get a huge tax bill?

TikTok and Reddit are obsessed with this financial question about inflation

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