Retirement Articles

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  1. When Is it Time to Stop Saving for Retirement?

    Successful retirement planning demands lots of saving and smart money management. But once you retire, how do you transition ...
  2. BUFEX, BUFMX, BUFSX, BUFIX: Top Buffalo Funds for Retirement

    Discover the top five Buffalo Funds for retirement diversification in 2016, with a summary of each fund, including manager ...
  3. How ING Trusts Have Surprising Tax Advantages

    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  4. How Widows Should Plan for Social Security

    Widows need to understand their uniquely advantageous options when it comes to making Social Security decisions.
  5. Earn Your Own Paycheck With Retirement Cash Flow

    Retirement planning won't get you very far without plans to manage your cash flow. So turn retirement income into monthly ...
  6. Why Millennials Are Stressing About Saving for Retirement

    Millennials can't afford to put off saving for retirement, but planning for their later years is proving to be nerve-racking ...
  7. How Life Insurance Settlements Are Evolving

    The life insurance industry marches forward by offering more ways that consumers can access the death benefits in their policies. ...
  8. Top 10 Retirement Cities in Canada

    Get information about 10 of Canada’s top-ranked cities that cater to the wants and needs of retirees and active adults over ...
  9. How to Get a Credit Card Without a Social Security Number (SSN) (COF, BAC)

    Learn the methods by which a borrower can get approved for a credit card, even if the borrower lacks a valid Social Security ...
  10. Top 10 Active Retirement Communities in U.S.

    The top active retirement communities in the United States are concentrated in warm-weather states and offer a menu of activities ...
  11. 89 Money-Making Ideas for Retirement

    Just because you're retiring doesn't mean you have to stop making money. Here are ways to do so in your spare time.
  12. Retiring in the Philippines: Pros & Cons

    What are the pros and cons of retiring in the Philippines?
  13. 3 401(k)s With the Lowest Expense Ratios

    Discover how to Identify the fees and expenses associated with 401k investing and how it will affect your bottom line in ...
  14. Why Early Retirees Should Reconsider the 4% Rule

    Although retirement rules of thumb can be helpful with long-term goals, retirees need flexibility and risk awareness. Sometimes ...
  15. Is a Luxury Retirement Community Right for You?

    A luxury retirement community has a lot to offer, but living there comes at a price. Here’s what you need to ask to determine ...
  16. Millennials: Retire With $1,000,000 – Here's How

    It is possible for Millennials to retire with $1,000,000, if they take the right steps and make the necessary sacrifices ...
  17. Plan Sponsors Who Work with fiduciaries do better

    Retirement plan sponsors, and participants benefit from having a fiduciary relationship with an RIA in managing their plan ...
  18. Term Life Insurance: Everything You Need to Know

    Term life insurance is an affordable way to financially protect your loved ones after your death. Here's what you need to ...
  19. Top 7 Cities for Retiring in Thailand

    Beautiful Thailand has beaches, cities, affordable healthcare, plus cultural attractions and great cuisine, No wonder it's ...
  20. How the Congressional Retirement Plan Compares to the Average

    There are more retirement plan options for a member of United States Congress than for the average average citizen.
  21. Why Advisors Should Focus on Roth 401(k)s

    The use of Roth 401(k) plans is slowly rising which means advisors need to stay educated about the latest rules.
  22. Tips for Making Your Nest Egg Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  23. Is Real Estate Your Retirement's Secret Weapon?

    With stocks maybe peaking and fixed-income investments paying less and less, real estate could be the growth opportunity ...
  24. Talk About Financial Constraints to Your Clients

    Learn how to discuss financial constraints with clients, including time horizon, tax and regulatory constraints, as well ...
  25. Creating an Investment Policy Statement for a 401(k)

    The purpose of an investment policy statement (IPS) for 401(k) plan sponsors and eight key components that go into creating ...
  26. 10 Things to Do Before You Retire

    Preparing for retirement isn't all about finances. Some steps to get you there will be more subjective, and more fun.
  27. Self-Directed IRA: Rules and Regulations

    Self-directed IRAs are distinguished from other IRAs by differences of permissible investment types and regulatory restrictions, ...
  28. How to Make the Most of Your RMDs

    Approaching the age at which you must start taking RMDs? If you don't need the funds now, here are some sound strategies ...
  29. VFFVX,VTTVX: Vanguard Target Date Funds Overview

    Learn about target-date retirement funds offered by Vanguard. Discover how portfolio managers automatically rebalance the ...
  30. PEYAX, PGEOX, PGRWX, VSCAX: Top Putnam Funds for Retirement

    Discover the best Putnam Investments mutual funds for retirement diversification, and learn where to allocate your investments ...
  31. IANBX,AFTAX,TNAAX: Top 3 Invesco Funds for Retirement

    Explore analyses of the top three Invesco mutual funds for retirement diversification in 2016, and learn about the characteristics ...
  32. FKGRX, FRSGX: Franklin Templeton’s Top Funds for Retirement

    These are Franklin Templeton's top mutual funds and ETFs for a diversified retirement portfolio.
  33. VSCGX, VWINX, VTXVX: 5 Conservative Vanguard Equity Funds

    Find out which five conservative Vanguard funds have been the best at limiting downside risk while generating solid long-term ...
  34. How to Solve the Retirement Equation

    Make sure you are prepared for retirement by solving the equation of income and expenses.
  35. Retirement Planning: Don't Do These 6 Things

    If you’re putting in the work to build your retirement, you should put in the work to protect it. Here are six mistakes to ...
  36. Using Your 401(k) to Pay Off a Mortgage: The Pros and Cons

    Learn the advantages and drawbacks of using assets accumulated within a 401(k) retirement savings plan to pay off your mortgage ...
  37. How Not to Let Risk Ruin a Great Financial Plan

    No good financial plan is complete without risk management or insurance planning. Here's how to manage your risk.
  38. Extra Cash from Your IRA? Make Money, Duck Taxes

    Figuring out what to do with extra cash from your IRA can be tricky: One of the most important things to keep in mind is ...
  39. Are You ERISA Compliant? Follow This Checklist

    Following a checklist can make achieving compliance with Employee Retirement Income Security Act of 1974 (ERISA) requirements ...
  40. DLHYX,MBCLX: MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top two of its funds to consider with five-star ...
  41. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  42. 5 Tips to Increase Your Social Security Check

    These planning tips could increase your Social Security income benefits, which can significantly enhance your financial security.
  43. Tips for Boosting Your Retirement Income

    Here are some best practices on how to generate as much retirement income as possible.
  44. 3 Costly Retirement Account Mistakes to Avoid

    These are the most common pitfalls investors should try to avoid when it comes to retirement accounts.
  45. Could Auto-Enrolling in a 401(k)s Hurt Your Returns?

    Automatic 401(k) enrollment takes some of the hassle out of saving for retirement, but taking a hands-off approach may end ...
  46. PABFX, PIFZX, PRJZX: Prudential’s 5 Star Mutual Funds

    Learn about Prudential, its mutual fund offerings and the top three Prudential funds rated five stars by Morningstar Investment ...
  47. How Cheap Is Retiring in Mexico?

    How much money to retire in Mexico? A comfortable life there can be remarkably affordable. Here's what you can expect to ...
  48. REQTX: Top 4 Russell Funds for Retirement

    Discover four mutual funds administered and managed by Russell Investments that would add diversification benefits to a retirement ...
  49. PQIDX,PONDX,PBDDX: Pimco's Top Funds for Retirement Income

    Once you're living off the money you've saved for retirement, is it invested in the right assets? Here are some from PIMCO ...
  50. How To Add Bitcoins To Your Retirement Account

    Bitcoin is one of the top alternate investments, should it be a part of your retirement portfolio? If yes, how?
  51. 7 Retirement Activities Ideas That Are Affordable

    Learn about seven fun and stimulating retirement activities that cost little or no money but may even provide opportunities ...
  52. How Your Employer Is Destroying Your Retirement

    What's in a typical workplace 401(k) plan? Often, not a whole lot of good. Here's why.
  53. 10 Little Known Ways to Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money – so you'll have more available for your retirement.
  54. Investing: How to Make Fast Money in Your 20s

    In your 20s and want to maximize returns on your investments? Here's how. But be careful.
  55. Why Save For Retirement In Your 20s?

    You're probably paying off your student loans and retirement is 40 years away. Shouldn't you focus on eliminating debt and, ...
  56. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  57. ANNPX: Top 3 Allianz Funds for Retirement Diversification

    Discover the top three Allianz funds for retirement diversification in 2016, with a summary of the portfolio's managers, ...
  58. VCSRX,VCSRX,VCHSX: Top 3 VALIC Funds for Retirement

    Learn about the VALIC fund family, its performance relative to its peers and the top three VALIC funds to consider for retirement ...
  59. AFTEX: The 3 Best American Funds for the Income Seeker

    Learn about American Funds' mutual fund offerings, their past performance compared to peers and three American funds to consider ...
  60. Top 5 Transamerica Funds

    Learn about five Transamerica funds that can provide retirees with viable alternatives to underperforming savings through ...
  61. 3 Oakmark Funds Desirable for Retirement Investing

    Learn about what makes Oakmark Funds desirable for retirement investing. Read about the top three Oakmark funds to research ...
  62. Top 3 PIMCO Funds for Retirement Diversification

    Explore analyses of the top three PIMCO funds for 2016 and learn how these funds can be used to create a diversified retirement ...
  63. How to Break the Paycheck-to-Paycheck Cycle

    Living paycheck-to-paycheck — which many high-income earners do — leaves little wiggle room for any unexpected expenses.
  64. What are Top 3 UBS Global Funds?

    Learn about UBS's asset management business, past mutual fund performance and the top three UBS mutual funds to consider ...
  65. How Much Money Do You Need to Retire in Thailand?

    With one of the world's lowest costs of living, Thailand is home to a growing number of expats, including many retirees.
  66. Inheriting an IRA: Tax Rules You Should Know

    Don’t get hit with a 50% penalty because you don’t know the required minimum distribution (RMD) rules for IRA beneficiaries.
  67. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  68. 5 Reasons Americans Retire in Puerto Rico

    Puerto Rico’s unique status as a U.S. territory can make it particularly attractive to Americans.
  69. Retire in Australia with $200,000 of Savings?

    Maybe. Thanks to a strong U.S. dollar, Australia has become more affordable, at least for Americans.
  70. Retire in Vietnam with $200,000 Of Savings?

    An excellent retirement "buy" because English is spoken widely, the cost of living is compellingly low and Americans are ...
  71. How to Sort Out Taxes on an Inherited 401(k)

    With inherited assets, if not handled properly, you may lose a good chunk of the sum to taxes. Here are some tips on how ...
  72. IVGTX,ITCSX,IJMIX: Top 3 Voya Funds for Retirement

    Learn about Voya Investment Management's mutual fund offerings and the three Voya funds to consider for retirement diversification ...
  73. Laws That Help Low Income Retirement

    If you're retired – or about to be – and money is tight, look to these programs and other benefits for help should you need ...
  74. 3 Reasons Your 401(k) Is Not Enough for Retirement

    Learn the basic structure of a 401(k), and a number of reasons why it may not be substantial enough to secure an individual's ...
  75. Protect Your Nest Egg from a Bear Market

    The economy has its ups and downs. Investors who take a disciplined approach and diversify their portfolios are better prepared ...
  76. Class of 2016: Time to Start Retirement Planning

    Recent college graduates should start saving for retirement now–here's how to go about it.
  77. Family Business Estate Tax Loophole Could Be Closed

    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  78. New Money Market Regulations: What You Need to Know

    New money market regulations set to go into effect in October will change the face of an important investment option for ...
  79. 5 Planning Tips for Gen X and Millennials

    Gen X and Gen Y to need to get their finances in order, so here are some tips to get started.
  80. The Overlooked Benefits of Roth Accounts

    Roth IRAs and Roth retirement accounts can be powerful tax planning tools when used prudently. Here are some often overlooked ...
  81. How to Help Female Clients Retire Successfully

    Financial advisors working with female clients need to take their unique needs into account to ensure they retire successfully. ...
  82. 5 Reasons to Retire in Canada

    From proximity to the U.S. to affordable healthcare, there are at least 5 great reasons to consider moving to Canada for ...
  83. Donald Trump Takes a Stand on 401(k) Investments

    The Donald Trump approach to 401(k) investments could be a recipe for long-term disaster for investors with a longer time ...
  84. The Vanguard Effect: Lower Expenses, Higher Returns

    Vanguard distinguishes itself by being the low-cost provider in a crowded field of mutual funds and ETFs.
  85. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely go up. This is an overview of what to expect ...
  86. 5 Signs That You're Living Beyond Your Means

    Learn what to watch for before you find yourself drowning in debt or filing for bankruptcy.
  87. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  88. The Top Secrets to Building Wealth

    Making savings automatic and regular is instrumental when it comes to building wealth. Mindful spending is also helpful if ...
  89. How to Make Investing Uncomplicated

    Investing is not rocket science. If you have a consistent investment strategy, you will be rewarded in the long run. Start ...
  90. 3 Mistakes That Can Ruin Your Retirement Abroad

    Retirement abroad can be a great way to save some money and see the world, but without proper planning it could end up being ...
  91. Top 3 Health Insurance Options if You Retire Early

    Early retirees will need to maintain coverage until they become Medicare-eligible at age 65.
  92. 5 Top Ways to Double Your Investment

    From risky maneuvers to slow-and-steady strategies, we look at five methods to double your money.
  93. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom ...
  94. Top Ways to Minimize Taxes on 401(k) Withdrawals

    Maximizing your retirement savings is essential to a secure retirement, and a part of that is minimizing taxes on 401(k) ...
  95. Retire at 45 With $500,000: Is It Possible?

    Is it possible to retire at 45 with $500,000 in savings? Is it even advisable? Let’s take a look and see.
  96. The Expanding Role of Technology in Financial Advice

    Find out how financial advisors can serve investors better with some fresh thinking and a little help from technology.
  97. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  98. What to Expect When Retiring with 1, 2 or 3 Million Dollars

    Today's low interest rates are putting seniors in a difficult position. Now, even retiring with $1 million may not be enough ...
  99. 5 Reasons Why More Retirees Are Going Back to Work

    The list of encore careers for seniors is growing longer.
  100. 8 Essential Four-Letter Words for Financial Health

    By embracing these four-letter words, you can take the steps necessary to improve your financial health.
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