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  2. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

  3. Is 60/40 Rule Dying? Dividend-Heavy ETFs for Retirees - AOL

    www.aol.com/news/60-40-rule-dying-dividend...

    The traditional weight rule of 60/40 for a retirement portfolio should no longer be relied upon, per some strategists. Hawkish investors can play their theory with some dividend-heavy ETFs.

  4. Retirement Plans: 60-Day Rollover Rules

    www.aol.com/news/retirement-plans-60-day...

    Continue reading → The post Retirement Plans: 60-Day Rollover Rules appeared first on SmartAsset Blog. If you have more than one retirement account, it’s possible to extend a short-term loan ...

  5. Investing for Retirement Income Is Different – Rethink 60/40 Rule

    www.aol.com/news/investing-retirement-income...

    Investors saving for retirement are familiar with the 60/40 rule, concerning stocks and bonds. But for retirees, a different kind of 60/40 rule applies – one designed to deliver lifetime income.

  6. Required minimum distribution - Wikipedia

    en.wikipedia.org/wiki/Required_minimum_distribution

    This is an overview of rules based on Internal Revenue Code Section 401(a)(9). The rules are detailed at Treas. Regs. 1.401(a)(9)-1 to -9 and 1.408-8. [7] The nonspouse rollover rules were passed in Section 829 of the Pension Protection Act of 2006 and interpreted by IRS Notice 2007-7, 2007-5 IRB 1.

  7. Do You Follow the 4% Rule for Retirement Income? You May Want ...

    www.aol.com/4-rule-retirement-income-may...

    The 4% rule has long provided guidance to retirees on how to maintain a safe withdrawal rate from retirement accounts. But with today’s low bond yields and stock market volatility, this once ...

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