Featured Articles

Articles On Retirement

Finding quality articles on retirement, written by a credible source is crucial to collecting the best information available. And if good quality information is what you’re looking for, then you’ve come to the right place. Our well-educated and highly skilled team of advisors here at Investor Solutions frequently contributes articles on retirement to leading media outlets, discussing relevant topics and the latest trends. Read through some of the articles below, at your leisure, and learn more about what solid retirement planning with a qualified advisor can do for your financial future.

04/27/12 - Saving Money with Capital Gains Distribution Avoidance

As advisors, we utilize many strategies to help our clients generate higher after-tax investment returns, including security location...read more

04/27/12 - Liquidity Crisis: Too much of your assets in an IRA? Try a 72t

Many individuals who have retired early either by choice or force, those who have lost a spouse which was the primary wage earner or just...read more

03/08/12 - Stocks: Who Needs Them?! (You, If You Want To Retire)

Given the dramatic market volatility between 2000 and 2009, many retirees may wonder why they ever got involved in the markets - especially the...read more

02/09/12 - Employer Responsibility for Pension Plans

It’s time for pension plan sponsors to get serious about their fiduciary obligations. Simply put, the employer’s obligation for the plan...read more

02/09/12 - Investment Interest Deduction

Understanding the investment interest deduction can pay big dividends.  The purpose of this article is to get individuals up to speed on how the...read more

04/29/11 - Implementing an Effective Retirement Income Strategy

The Total Return Approach The first rule of retirement income planning is never run out of money. The second rule is never to forget...read more

04/29/11 - Top 5 Critical Retirement Plan Mistakes to Avoid

The Investment Company Institute reports that the 401(k) plan retirement system now holds almost $3.0 trillion in assets on behalf of more than 50...read more

08/06/10 - Net Unrealized Opportunity - The Best Kept Secret In Financial Planning

If you have employer stock in your retirement account rolling it over to an IRA could be the worst financial mistake you ever make.  An obscure...read more

05/03/10 - Your Complete Guide to Rolling Over Your 401(K) into an IRA

Are you unhappy with your 401(K)?  If you are like most people, then you too are very dissatisfied with your 401(K)’s investment options and...read more

05/03/10 - Teens and Credit

Like all important life lessons, teaching your children to be financially savvy should be taught early on.  Giving them an allowance is usually...read more

02/08/10 - Protecting Your Assets Before a Lawsuit

Many people visit an attorney to review their estate plan to ensure assets are distributed according to their wishes.  However, far fewer people...read more

12/11/09 - To or Through: Issues in Glide Slope Design for Target Date Funds or Portfolios

Target date funds or portfolios are supposed to be a fool proof solution to the employee’s retirement investment planning inside or outside of a...read more

08/21/09 - What's The Minimum I Need To Retire?

Can I retire with $1 million dollars? Of course you can. Truth be told, you might be able to retire with much less. Then again, you might not be...read more

07/28/09 - Five Years

Mercer Human Resource Consulting is about to release a white paper documenting that the average 401(K) participant burns through his entire...read more

06/15/09 - Barron's Announcement

Investor Solutions ranked among the top 2% Independent Financial Advisers. Investor Solutions is proud to have been recognized for 2007 and...read more

06/14/09 - Strategic and Tactical Asset Allocation: What's the difference?

Two thousand and eight was a remarkable year.  Equity markets, commodity markets and corporate debt markets declined in unison leading many...read more

06/12/09 - Don't Lose Your Shirt on Mutual Fund Sales

How you report your mutual fund transactions can have a serious impact on the amount of taxes you pay at the end of the year. For those of you...read more