| Interview |
| Five Ways to Succeed at Retirement Planning |
| A discussion with David R. Bergmann (CFP, EA, CLU and ChFC), managing principal, the David R. Bergmann Group in Marina Del Rey, Calif.
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| Investment Trends |
| 401(k) Balances Jump 28 Percent in '09, Fidelity Says |
| Participants taking higher risk with asset allocation (vs. target-date funds) posted lower returns.
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| Regulation/Taxation |
| More Workers Moving 401(k) into IRAs |
| As with an employer-sponsored retirement savings plan, a rollover IRA allows individuals to keep retirement assets invested in a tax deferred account, but with two additional potential advantages.
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| Investor Psychology/Behavior |
| Many Investors Show Resilience, Vanguard Shares |
| The median participant account balance grew by 33 percent in 2009, after a decline of 31 percent in 2008.
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| Commentary |
| Growth and Funerals |
| rancoise Gadenne of the Retirement Income Industry Association offers his views on social and financial capital, noting “Your assets are only worth what today's children will produce."
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