Retirement Planning and Investing
Read about key developments in the United States and elsewhere that are most relevant to investors interested in retirement planning and investing.
Retirement Income Investing Selection Factor 7: IRS Form 1099DIV Data
After explaining the core ideas and methods behind the previous six retirement income selection factors, I will complete...
Interpreting Return on Invested Capital Information for Retirement Income Investors
I provided a brief definition of Return on Invested Capital and explained my preferred method of calculating the...
Qualified Charitable Distributions Offer Big Tax Advantages to Donors
Paul Dykewicz reveals how retirees and investors can take advantage of a tax break that also helps a...
Retirement Income Equity Selection Factor 6: Return on Invested Capital
Over the past two articles, I digressed from the discussing selection factors to discuss in more detail the...
Payout Ratio for Retirement Income Investors
In my previous article on retirement income investing, I explained the basics of the three sections of the...
Statement of Cash Flows for Retirement Income Investors
In my previous article, I briefly described the three main financial statements -- the Statement of Earnings, the...
Retirement Income Equity Selection Factor 5: Dividend Coverage
By: Bruce Miller, CFP® Some prospective retirement income investors may want to stop and use the four selection...
Retirement Income Equity Selection Factor 4: The Nature of the Business
By: Bruce Miller, CFP® Some of the retirement income equity selection factors that I already described in my...
Retirement Income Equity Selection Factor 3: Dividend Growth Rate
After finding potential equities with above-average yields and good dividend histories as described in my last two articles,...
Danger Ahead: Are Retirees Running Out of Money?
Economist Dr. Mark Skousen explores the claim that retirees are running out of money.