Retirement Articles

You don't need to be worth millions to create your own trust fund. Learn how your money can be handled in the event of your death.

Don't leave it up to your accountant - owners are ultimately responsible for fulfilling tax obligations.

Which states are tax-effective retirement locales? It depends on the source of your retirement income.

Helping your grandchildren save for college is a way to spoil them and reap some benefits yourself.

Before moving your retirement funds into another account, consider your options.

Master these fundamentals and you'll be doing your own taxes with minimal stress.

We give you seven guidelines to help you keep more of your money in your pocket.

Discover how to start building a portfolio and how to manage it for the best results.

Government benefits can cost you big money! Know the income thresholds before you file.

Make sure your 401(k) plan has the self-directed option to ensure that your retirement is as comfortable as possible.

Skilled employees are key to a successful business. Find out how to avoid a financial setback if they leave.

Waiting for a big payload from an aging relative? The chance of cashing in is lower than you think.

From Santa Claus rallies to evergreen loans, Wall Street can be a veritable winter wonderland for investors.

Here's our investing adaptation of an old holiday classic.

Not all student loans are the same. Know what you're getting into before signing on the dotted line.

If you've inherited an IRA or any other retirement account, we tell you what deadlines you need to be aware of.

Break through the stereotypes and find out how to manage your life to meet your needs.

Retiring at the age of 65 is quickly becoming a thing of the past. So, what is happening to make this change?

Saving for retirement is important. We tell you about six ways to take advantage of your 401(k) and other retirement plans.

With a little discipline and the help of some powerful savings vehicles, anyone can hit this mark.

Find out which certifications can bring you the greatest career returns.

Did you know that there are other types of retirement plans? We tell you about five of them.

Studies suggest that young workers may not be able to retire comfortably - or at all.

Determine the risk to a company's EPS and financial condition resulting from an underfunded pension plan.

Flags and pennants indicate direction of activity of the prevailing trend. Learn how.

You can achieve your financial goals if you start early enough. Here are some tips.

Ultra ETFs can add huge returns to your portfolio, but there's a lot of risk and volatility involved with these leveraged ETFs.

Avoid paying excess taxes by learning some simple transfer rules.

You might reduce the costs of maintaining more than one account, but you could also be forfeiting tax benefits.

Medical and financial health determine whether long-term care insurance will pay off.

Do you have enough savings to cover the costs of unforeseen crises? We show you how to plan ahead.

Mortgage lenders don't factor the extra costs into your loan amount. Make sure you save for the "little" things.

Find out everything you need to know about this program.

As a measure of inflation, this index can help you make key financial decisions.

American and Canadian governments provide many of the same types of services, but the subtle differences between the two countries are worth noting.

Old age can make dealing with finances difficult. Find out how you can help aging parents manage their finances and estates.

If a missed paycheck will make your finances cave in, you must learn how to make proper supports.

It can be hard to talk about money with your children, especially when times are tough, here are some tips to make it easy.

These tips can help you avoid financial risk, and are especially important during an economic slowdown.

These target-date funds provide asset allocation and rebalancing at a low cost.

Paying these rates can impact your disposable income and your investment returns.

These five common retirement mistakes can get you into financial trouble at a point when you most need stability.

Follow this step-by-step guide to make your homeownership dreams a reality.

This is just one more way to take care of one of the most important people in your life.

Starting to invest can be a scary process. Luckily, steering clear of common errors is half the battle.

These financial strategies will ensure that while you're unemployed you get your finances in order.

Inflation can devour a once secure nest egg. Learn how to protect yours.

There are many ways to fund a child's education including loans, scholarships, grants and protecting your investments.

These dreams are likely to burst - and may blow away your financial future in the process.

Generating income without going to work tends to be a murky concept. Find out how it works.

We offer some tips on this process that can help refine your current trading strategies.

When it comes to keeping your money safe, don't rely on the FDIC - there's much more you can do.

We look at the average consumer numbers, so you can get some perspective on how you spend your hard-earned dollars.

These funds can reduce your exposure to market risk or enhance portfolio performance.

Find the hidden fees in your portfolio, so that you can increase your rate of return.

Find ways to save money and increase your nest egg for the fast-approaching golden years.

Insurance was a latecomer to the American landscape, largely due to the country's unknown risks.

Find out how to avoid - or fix - these frequent investing errors.

There are many cases of trusts being mismanaged, so find out how to make sure yours is on the right track.

Just because a belief is common, doesn't mean that it's true. Here we separate fact from fiction.

These considerations will help you make a realistic and thorough retirement plan.

This momentum indicator was designed to predict when major market moves would occur.

Test your money management skills as you work your way through university.

Pairing insurance and an annuity sounds good, but do you really need this much coverage?

This specialty vehicle offers dramatic results, but can also magnify risk.

Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the job.

Find out how to manage your portfolio to minimize your tax burden.

There are some good reasons for choosing not to accept the funds, but be sure you follow the proper process.

Opening long or short positions to cash in on a trend is one of the simplest ways to trade forex.

We'll provide a step-by-step introduction on how to invest - and succeed - in this market.

We will design a portfolio that should balance the requirements of liberal income with sufficient liquidity to withstand down markets.

We'll show you how to choose between Roth IRAs, Traditional IRAs and 401(k)s.

The earlier you begin investing, the more stable your future will be in the short and long term.

It's not too late, but if you want to retire comfortably you'll have to be aggressive.

Find out what to consider before investing in a leased-land property.

Drafting a will and locking it away for good could negatively affect your beneficiaries.

Don't let the excitement of owning your own home lead you to make bad financial decisions.

Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.

Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.

Index LEAPS can be a highly effective way to hedge a retirement portfolio consisting of index or mutual funds, without the effort of short-term options trading.

You've probably contributed to this fund, but will you reap the benefits? Find out here.

See the differences that may cause an employer to choose one plan over the other.

Blood, sweat and tears should belong in the gym, but your money deserves some training time too.

You need an estate plan even if you don't have significant assets. Learn what you need to include in yours.

There advantages and disadvantages to both types of savings accounts. Find out which one is right for you.

Triple and double tops and bottoms may be tough to spot, but once you learn them, they can be powerful patterns.

"Save as much as I can" isn't going to cut it. You need an effective approach to make sure your retirement nest egg doesn't fall short.

It looks like the 401(k) has failed, but what are the repercussions, and how can you protect yourself?

To "find your game" in technical analysis, you need to be able to recognize reversals and continuations as they form.

Most of us will rely on a pension plan in the future, so it's best to know the details of the various plans before signing up.

This year, find out how to stretch these dollars further to strengthen your future.

Find out how to get the customized insurance coverage you need and want.

It's impossible to avoid all risk, but these strategies can help protect you against the worst of it.

We help you answer this important question, which is determined by whether you are considered an "active participant".

Make your deadlines for required minimum distributions and save more of your nest egg.

Find out whether stocking your money in these accounts will stand up to the test of time.

Eager to save for retirement? Learn how to avoid overpayment penalties.