Upcoming Topics for 401(k) Update

Spring 2008:

• How Long Will You Have to Work?
• Don't Underestimate Inflation (substitute feature article)
• Your Family's Finances
• Organizing Your Records for an Emergency
• Utilizing Catch-Up Contributions (substitute feature article)

Winter 2008:

• Where Should You Hold Investments?
• Clean Up Your Portfolio (substitute feature article)
• Make Conservative Assumptions
• Bonds and Maturity Dates
• Reassess at 60
• Choosing Beneficiaries (substitute feature article)

Fall 2007:

• Plan for 2010 Roth Conversions
• Good Investing Habits (substitute feature article)
• Why Aren't 401(k) Balances Larger?
• Rollovers for Nonspouse Beneficiaries Are Complicated
• Don't Underestimate the Value of Social Security Benefits
• Taking Required Minimum Distributions (substitute feature article)

Summer 2007:

• Moving Gently into Retirement
• A Happy Retirement (substitute feature article)
• Using Average Returns in an Investment Program
• Your Mortgage and Retirement
• An Annual 401(k) Plan Review (substitute feature article)

Spring 2007:

• Practical Implications of Investment Theory
• Money and Happiness (substitute feature article)
• Have You Rebalanced?
• Don't Make This Retirement Planning Mistake
• You May Need to Work Longer
• Investing Tendencies (substitute feature article)

Winter 2007:

• Check Your Personal Financial Ratios
• When Should You Invest? (substitute feature article)
• The Freeze Is On
• Review Your Portfolio's Performance
• The Dangers of Delaying Retirement Savings (substitute feature article)

Fall 2006:

• Why Is Asset Allocation Important?
• A Look for P/E Ratios (substitute feature article)
• Sticking with Your Strategy
• How Much Will Social Security Replace?
• Reversion to the Mean (substitute feature article)

Summer 2006:

• Boosting Your 401(k) Plan's Returns
• Make Investing Automatic (substitute feature article)
• Tips to Get Your Finances in Shape
• Keep Your Expectations in Line
• Assessing Your Risk Tolerance
• Factors Affecting Your Asset Allocation (substitute feature article)

Spring 2006:

• Is Saving 10% Enough?
• Taming Your Expenses (substitute feature article)
• How Useful Are Financial Rules of Thumb?
• So What Will You Do in Retirement?
• Keep an Eye on Inflation (substitute feature article)

Winter 2006:

• Bond Strategies for Various Financial Goals
• Investing in Your Company's Stock (substitute feature article)
• What Happened to Personal Savings?
• Consider Splitting Your IRA
• Responding to Rising Interest Rates (substitute feature article)

Fall 2005:

• Make Rebalancing a Habit
• Your Retirement Asset Allocation (substitute feature article)
• Diversifying All Your Assets
• Will Your 401(k) Plan Be Enough?
• Watch for Slowing Growth
• Keeping Your Emotions in Check (substitute feature article)

Summer 2005:

• Deciding on a Withdrawal Rate
• Basic Investment Decisions (substitute feature article)
• Reevaluate Your Life Insurance at Retirement
• Get Your Spending Under Control
• Stretching Your Salary (substitute feature article)

Spring 2005:

• Using Diversification to Manage Volatility
• Follow Through (substitute feature article)
• Cutting Expenses after Retirement
• How Secure Is Social Security?
• Review Your Social Security Statement (substitute feature article)

Winter 2005:

• Focus on the Fundamentals
• Take Advantage of a Spousal IRA (substitute feature article)
• What about Disability Insurance?
• Your Checklist for Retiring
• Extending Your IRA's Life
• Caught in the Middle (substitute feature article)