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Retirement: Investing

Investing Tab

In INVESTING, you'll find video reports, articles, and resources designed to help you make your assets last during retirement.

NBR's year-long "Get Your Finances Ready for Retirement" series brings soon-to-be and recent retirees the information they need to make their finances last through their retirement Image of a golden egg and money sitting in a nest.years.

Articles Tab

FROM THE U.S. News & World Report ARCHIVE:

The Psychology of Investing Scams
Although the housing bust, credit crisis, and market swoon undoubtedly take center stage these...

Why Investors Fall for Ponzi Schemes
Reading the big Madoff news today might make you wonder not only how he made off with $50 billion...

How to Find a Financial Planner
You spend a lifetime working and saving, amassing a retirement nest egg and wondering how best to...

Should You Annuitize Your Retirement Savings?
So you've done it. You've saved a big pot of money for retirement. And now you need to make sure...

ADDITIONAL ARTICLES:

Asset Allocation in Your Retirement Years
As you near retirement, it is important to estimate your future income needs and identify potential sources of retirement income...

Resources Tab

INTERACTIVE CHART:

Investment Volatility and Your Retirement Income Potential

An informative chart created by S&P Financial Communiations.

MORE ON FINANCIAL PLANNERS:

"You've Retired, Now What?"
The companion website to NBR's Good Friday 2009 Special contains additional resources to help you find a financial planner.

EXTERNAL LINKS:

Retirement Investment Options (PDF)
A helpful publication from The Cooperative Extension.

Growing Your Nest Egg: Risk and Return (PDF)
Another helpful publication from The Cooperative Extension.

Portfolio Theory, Life-Cycle Investing, and Retirement Income (PDF)
A policy brief from the Social Security Administration.

*These external links take you off the NBR website on PBS.org. NBR has no affiliation with these sites.

Reports Tab
Play Video

Avoiding Scams

March 30, 2009

Be diligent in retirement to avoid becoming a victim of scams.


Resource | Transcript | Video | Podcast

Play video.

Annuities - Part 2

January 12, 2009

Are variable annuities worth the risk?



Resource | Transcript | Video | Podcast

Play video.

Annuities - Part 1

January 5, 2009

What are immediate annuities and are they a good option for a lifetime of income?

Clarification | Resource #1 | Transcript | Video |
Podcast

Play video.

How Much Should You Withdraw?

November 10, 2008

Choosing the right withdrawal rate is key to making your assets last during retirement.

Transcript | Video | Clarification | Companion Article |
Podcast

Play video.

Cashing Out Your Pension and 401K

October 20, 2008

Considering cashing out? Find out how it could impact your taxes and Social Security.

Transcript | Video | Podcast

Play video.

Finding a Financial Planner

October 13, 2008

Learn about the various types of financial planners and what you should know before hiring one.


Transcript | Video | *Companion Article | Podcast

Play video.

Reducing Risk in Retirement

July 28, 2008

Do you know the risks involved with stocks, bonds and other retirement investment options?

Transcript | Video | *Companion Article | Podcast

Play video.

Web Exclusive Interview

Published July 25, 2008

Wealth manager Harold Evensky on Inflation Risk and his 5-5-5 portfolio strategy.

Video

Play video.

Transitioning Your Portfolio

July 14, 2008

Keys to adapting your investment portfolio for retirement.


Transcript | Video | *Companion Article | Podcast

Play video.

Web Exclusive Interview

Published July 14, 2008

Wealth manager Harold Evensky on Asset Allocation and the Stock/Bond mix.

Video

Get Your Finances Ready for Retirement is made possible by a grant from the FINRA Investor Education Foundation.

Production support for Get Your Finances Ready for Retirement provided by U.S. News & World Report.

Information presented in this series is reviewed by an advisory board of financial planning experts.