Link: Federal Register | Amendments to Regulations Regarding Withdrawal of Applications and Voluntary Suspension of Benefits New rule affecting the (rarely exercised) ability to retroactively withdraw one’s application for social security benefits, pay back what one had received, and later on re-apply for social security benefits – a technique useful if one wanted to either […]

Link: Self Employed 401(k) – Fidelity Fidelity’s page about the Solo 401(k) (and, of course, encouragement to establish one at Fidelity).  Some great examples of the calculations which demonstrate the advantages.

Link: The Perks of the Solo 401(k) – Personal Finance – Taxes – SmartMoney.com This article is a couple of years old (2008) but it’s all pretty much still spot-on.  And it’s particularly timely since as year-end approaches, folks who may be eligible ought to be considering the Solo 401(k).  And if they want to […]

Link: Will Social Security be there for today’s 20-somethings? Nice brief article describing several scenarios for young people and various levels of expectation for social security income when they retire.  Not surprisingly, the bottom line is save, save, save.

Link: A Dying Banker’s Last Instructions

Link: Burton G. Malkiel: ‘Buy and Hold’ Is Still a Winner – WSJ.com No surprises here.  Malkiel, as usual, gets right to the heart of it.  He mentions the importance and benefits of rebalancing, but it’s somewhat underplayed.  Great article every investor should read.

Link: Republican Win May Be Tax Boon for Companies, High Incomes – Bloomberg Some interesting notes, particularly about the possible fate of some of the Bush tax cuts and the issues around the Estate Tax and the Alternative Minimum Tax.

Link: IRS Announces Pension Plan Limitations for 2011 Most of these things are unchanged, particularly the ones which come up most often for folks trying to figure out how much they can save. Elective deferrals limit remains $16,500 Catch-ups for 50+ remain $5500 The 415(c)(1)(a) limit remains $49,000 and the annual compensation limit remains $245,000 […]

Link: What, Vanguard Worry About a Bond Bubble? A couple of months old,  but well worth reading.

Link: Beware of Greeks Bearing Bonds | Business | Vanity Fair Long but well worth reading.  Michael Lewis visiting Greece and looking at how Greek debt and economic catastrophe mesh together with systematic corruption and mismanagement.