Retirement Articles

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  1. How to Convert a Roth IRA to a Traditional IRA

    If the technicalities of converting a Roth IRA to a traditional IRA seem dauntingly complex, here are a few simple tips to ...
  2. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  3. Can You Retire in Brazil with $200,000 of Savings?

    Brazil has a lot to offer the expat. The cost of living and healthcare are cheaper, and the pace is unhurried. But educate ...
  4. Can Young Workers Rely on Social Security?

    Young savers have time on their hands to take advantage of many investment strategies, and they should because Social Security ...
  5. Target-Date vs. Index Funds: Is One Better?

    Target-date and index funds are difficult to compare because they differ in both structure and objective, though investors ...
  6. Is a Google Robo-Advisor on the Horizon?

    It's possible that Google is looking to get into the robo-advisor business, either as a new venture or as a way to provide ...
  7. Top 3 Ways to Manage Lump-Sum Windfalls

    Have you just had a load of money drop into your lap? If so, several enviable options are available to you. Which one is ...
  8. How Advisors Can Tackle the Big Wealth Transfer

    The massive wealth transfer from Baby Boomers to their heirs presents opportunity and challenges for advisors. Here's how ...
  9. Making Your Home Retirement "Ready"

    Key steps to take so that your home is in good shape for you to live there as long as you want.
  10. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" portfolio can differ from one investor to another depending on many factors, but some themes hold true no matter ...
  11. How to Protect Your Retirement After a Divorce

    Divorce is never fun, but knowing the rules and anticipating the impact of retirement plan division and pension payouts can ...
  12. Retire In Ecuador with $200,000 Of Savings?

    Retiring in Ecuador means living a good life on a fixed income. Why not live where your Social Security dollars can provide ...
  13. This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money for retirement.
  14. Advisors: Broach this Topic with Grandparents

    Talking to older clients about financial planning for their grandchildren may help secure a new generation of clients.
  15. Worldwide Trend that Will Forever Alter Retirement

    Because longetivity is driving change in global and U.S. economies, we bring you a series of interviews with leading experts ...
  16. Medicaid and Nursing Homes: A Quick Guide to the Rules

    Medicaid can cover the costs of a long-term healthcare facility, if you qualify. But that's a big if.
  17. 401(k) Rollovers: The Tax Implications

    The tax rules for 401(k) rollovers can be simple or more complex, depending on which path you take.
  18. Avoid These 4 Retirement Account Mistakes

    The top 4 mistakes investors should avoid in their retirement accounts.
  19. How the Fed Affects Reverse Mortgages

    An in depth look at how the Federal Reserve affects reverse mortgages.
  20. What is Cohousing and How Does it Work?

    Originally a Danish concept from the 1960s, modern cohousing communities can be found in the U.S., England and China. But ...
  21. 3 Ways Millennials Can Prepare for Retirement

    Poor money management decisions can either make a person's last few years of life a great reward for decades of hard labor ...
  22. Are You Rich Enough to Retire in New Zealand?

    New Zealand is beautiful and welcoming to retirees – but only if they bring a healthy bank account. See how you measure up.
  23. Successful Investors Don’t Just Set It & Forget It

    The most highly effective investors consistently take steps to adapt their investment plan in the face of changing markets ...
  24. Surviving Your First Year As A Trader

    These tips will reduce the learning curve for first-year traders.
  25. An in Depth Look at How Inheritances Are Taxed

    The tax implications of an inheritance can be complex. Here's what beneficiaries need to know.
  26. Millennials' Money Habits: How to Help

    Millennials gleaned much of their financial savings habits from their parents. Here's where they could use some help.
  27. How Advisors Can Assist Clients with Inheritances

    Leaving an inheritance can be complicated and even a burden on the recipient. Here's how advisors can help.
  28. How Financial Advisors Can Woo Wealthy Clients

    To woo wealthy clients, offer the resources they need and design a strategic website and marketing plan to bring those desired ...
  29. Retire in Puerto Rico with $200,000 in Savings

    The climate, beaches and cost of living are a draw, but its economic challenges need to be factored into your decision.
  30. Looking for Alternatives to Invest in Real Estate?

    There are several ways to invest in “real estate” via the stock market, buying stocks and hold them for years. We give you ...
  31. 8 Reasons to Roll Over Your 401(k) to an IRA

    Switching jobs? Moving your retirement savings into an IRA has advantages that may allow you to build a larger nest egg.
  32. Protect Yourself Against Reverse Mortgage Scams

    You could lose not only money, but also your home, if you fall for these schemes.
  33. Find a Reverse Mortgage Lender You Can Trust

    Reverse mortgages are a notorious lending market. Follow these steps and the chances are good you’ll find a trustworthy, ...
  34. Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should ...
  35. Top Tips for Helping Clients Sustain Wealth

    High-net-worth individuals face a number of potential challenges when passing wealth down, but it is possible to build generational ...
  36. General Electric Returns Vs The Dow Industrials

    General Electric (GE) has outperformed the Dow Industrial Average since the 2008 crash and could achieve even greater returns ...
  37. The Best Buy-and-Hold Stocks for Your Retirement Portfolio

    These stocks offer stability while exhibiting strong indicators of future growth.
  38. How Advisors Can Help Couples Agree on Finances

    Financial advisors often end up being mediators when it comes to working with couples. Here are some ways to get them on ...
  39. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  40. Understanding Regulations on Qualified Longevity Annuity Contracts

    QLACs provide retirees a way to guarantee a lifetime income – as long as the regulations set out by the IRS are followed. ...
  41. Do You Qualify for a Reverse Mortgage?

    See whether you meet the age qualifications and other requirements for getting a reverse mortgage.
  42. Reverse Mortgages and Your Taxes

    It pays to know the tax benefits from getting a reverse mortgage. Two major considerations: Are the proceeds taxable and ...
  43. Surprising Ways a Trust Could Help Your Family

    Everything you always wanted to know about setting up trusts, in handy glossary form.
  44. 3 Savvy Strategies for Rolling Over Your 401(k)

    How to make the most on your 401(k) rollover – including considerable tax benefits (capital gains, not income tax) when company ...
  45. A Guide to Qualified Longevity Annuity Contracts

    QLACs are one way to make sure you don't outlive your retirement savings. Here's how they work.
  46. How to Find the Right Retirement Community

    You're going to be spending a lot of time there, so invest time and thought into which retirement community you pick – before ...
  47. 401(k) vs. Picking Stocks: What's Best?

    The pros and cons of two different ways to invest your retirement savings
  48. Comparing Contributions: Roth 401(k) vs. Roth IRA

    Which one works better for you? Read on.
  49. 5 Benefits of Rolling Over a 401(k)

    Nearing retirement or changing jobs? Here's why you might want to move your 401(k) into an IRA (more investment options, ...
  50. How Much Does It Cost to Roll Over a 401(k)?

    Normally, there's no fee to roll over a 401(k) account. But ask your broker about the cost of opening a new account. That's ...
  51. Vanguard's Robo-Advisor: Tailored to Boomers

    Consumers likely will benefit from Vanguard’s entrance into the rapidly expanding robo-advisory market as competition intensifies. ...
  52. Best Ways to Roll Over Your 401(k)

    When you leave a job, you have some decisions to make about what to do with your 401(k). Here are some choices.
  53. Why Americans Need Social Security Schooling

    Americans lack basic knowledge of Social Security, which presents an opportunity for advisors.
  54. Betterment vs. Financial Advisor: Which is Best?

    Which is better: Betterment or a traditional financial advisor? The answer depends on you, your skills and expectations. ...
  55. Can You Afford to Retire in Singapore?

    It costs a lot. But many find the “Switzerland of Asia” well worth the expense.
  56. Find the Top Retirement Cities in Colorado

    Mountain scenery, sunshine and affordability – that's what the Centennial state has to offer, plus great work and education ...
  57. This is the Top Regret of Retirees

    A recent New York Life study has found that the top regret of retirees is not retiring sooner.
  58. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  59. 10 Questions to Ask Your Estate Planning Attorney

    If you want what's best for your spouse and/or children, it's imperative that you ask an estate planning attorney the following ...
  60. How to Retire in Monaco

    If you’re well off and you’ve always dreamed of living on the Riviera, glamorous Monaco might be your ideal retirement destination.
  61. How to Battle Inflation During Retirement

    If inflation is imminent, here's how to prepare.
  62. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  63. Can You Retire in Myanmar Yet?

    A stash of $200,000 could go a long way in Myanmar (Burma). But for now, it's a place for retirees to visit, not settle down.
  64. How to Establish a Blind Trust

    ...and the reasons why you might want to do so.
  65. 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 ...
  66. Estate Planning for a Surviving Spouse

    Estate planning for surviving spouses can be difficult for a number of reasons, so it's important to have good support and ...
  67. Gay Marriage Ruling: Its Impact on Estate Planning

    Same-sex couples now face the same legal and financial issues as heterosexual couples; some may need to adopt simpler, more ...
  68. Prospering In The Next Bear Market: Here's How

    Prepare to survive, and even prosper, in the impending bear market, by considering and putting into action the following ...
  69. Pension Annuity vs. Lump Sum: Which is Best?

    Which pension distribution option best serves your client, a pension annuity or a lump-sum payout?
  70. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  71. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  72. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  73. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should communicate with clients to better ...
  74. Two Heads Are Better Than One In Finances

    Given the importance of a retirement account, having professional help with savings accounts is far more important than a ...
  75. 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.
  76. Does it Make Sense to Have an MLP in an IRA?

    Here's why MLPs should — and shouldn't — be considered for an IRA.
  77. How Retirees Should Approach Interest Rate Hikes

    Here's what retirees can do if interest rates rise.
  78. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards right.
  79. Why Advisors Should Seek Out Wealthy Workers

    The majority of "high-net-workers" thinks an advisor would add value, but few use them. Financial advisors should see this ...
  80. Are Annuities Right for You?

    Annuities are safe and often appealing, but IRAs and 401(k)s offer advantages that annuities typically can’t match, with ...
  81. 5 Ways to Mess Up Estate Planning

    There are several ways to make an estate plan defective, most of which can be easily avoided by periodic plan reviews.
  82. How To Set Up A Trust Fund In The U.K.

    A guide to the whys and wherefores of setting up this most versatile of estate-planning instruments in the United Kingdom.
  83. Top Retirement Planning Tips for Same-Sex Couples

    Financial advisors who work with same-sex couples need to be aware of these key factors to provide effective advice.
  84. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  85. How To Set Up A Trust Fund In Australia

    No, they're not just for the super-rich. But you need to know the rules.
  86. Top Countries For Rich Retirees

    If your dream is to retire abroad and you've amassed a substantial nest egg, consider one of these luxurious options.
  87. When Will Google Get Its Mojo Back?

    Google stock could play catch-up in coming years.
  88. Can Retirement Damage Your Health?

    Experts say there's a right way and a wrong way to do everything, even retire.
  89. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money ...
  90. Do You Owe Taxes On Your 401(k) When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type. You ...
  91. Top Spots to Wine & Dine Clients in San Francisco

    From urban hangouts populated with techies to seafood grills dating back to the Gold Rush, here are San Francisco's best ...
  92. Retire in Argentina with $200,000 of Savings

    Argentina is affordable, cosmopolitan and has a good healthcare system. But beware of its high rate of inflation, which will ...
  93. Short On Retirement Savings? Retire Abroad

    Life in the U.S. can cost too much when your savings are low and your only income is Social Security. Time to look at retiring ...
  94. Top Tips for Rebalancing 401(k) Assets

    Rebalancing 401(k) assets can seem daunting but shouldn't be ignored. Here's how to go about it.
  95. $3M Question: Dream Wedding Or Dream Retirement?

    Wedding season is in full swing, though millennials may be putting off marriage more than previous generations, wedding budgets ...
  96. What’s Behind The Sluggish Economic Recovery

    While the economy is improving, the rate of improvement is much lower than economists had expected. Estimates for Q2 GDP ...
  97. Retirement Balance Sheet: Debt Owed To Yourself

    Thinking of retirement as a debt, where does your retirement sit on your balance sheet? For it's not a debt you owe the bank, ...
  98. Phew! IRA Tax Fixes Possible Through Oct. 15

    Tax season ended April 15 but you've got until Oct. 15 to correct errors, including those to do with Roth and traditional ...
  99. How to Help Clients with Cash Flow Issues

    Sometimes your spending gets out of hand or income has a hiccup. Here's how financial advisors can help clients who have ...
  100. How Cheap Will Gas Get This Summer?

    The national average retail price for regular gasoline will likely fall between $2.50 and $3 per gallon during the summer ...
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