Weekly Roundup Oct. 12 2018

Among the best stories from Retirement Daily for Oct. 8 - 12: End-of-year tax to-do list, getting the most from your memberships and loyalty programs, and new investments for retirement.
By Anne Stanley ,

Among the best stories from Retirement Daily for Oct. 8 - 12: Your end-of-year tax to-do list, getting the most from your memberships and loyalty programs, and new investments for retirement.

You've got less than three months to make moves to reduce your 2018 tax bill. In a recent interview, Bob Powell spoke with Jeffrey Levine, president and founder of Blueprint Wealth Alliance and director of adviser education at Kitces.com. He said there are at least three things you can get started on today. Read more in Act Now to Cut Your 2018 Tax Bill.

And in case you missed them, here are some more great stories this week from Retirement Daily:

Smart Spending: Get the Biggest Bang for Your Membership Bucks

Jeanette Pavini says don't ignore the opportunities for fun perks and big discounts, especially those from the merchants and service companies you already use.

What Retirees Need to Know About Collective Investment Trusts

If you're saving for retirement, it's possible you're not using ETFs or mutual funds, but rather something a collective investment trust, or CIT.

Investing for Retirement: Longevity and Diversification

A diversified portfolio of some growth companies, some dividend companies and some fixed-income is normally the most attractive for those with a long-term need for income in retirement.

New Investments and Products for Retirement (Oct. 9 2018)

The following are new investments that those saving for or living in retirement might consider for their portfolios. This week, adviser Dan Weiskopf asks, why not give back rather than searching for free beta?

New Retirement Research (Oct. 8 2018)

Here are some of the latest reports, surveys, and studies related to retirement, including research on social isolation, medical spending, and the performance of state public pension funds.

Briefing: Latest Retirement News (Oct. 11 2018)

The latest in the world of retirement-related news: Calculating the cost of living in retirement, cyberattacks, life insurance and annuities.

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