Retirement Articles

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  1. IRS Rule on 401(k) After-Tax Dollars

    A relatively new IRS ruling has made it easier for taxpayers to benefit from making after-tax contributions to their 401(k) ...
  2. 3 Unintended Consequences From the New Fiduciary Rules

    Learn about three possible unintended consequences of the newly passed DOL fiduciary rule, including how they may impact ...
  3. Signs You're Ready to Retire

    Learn the five signs that indicate you are OK to retire. Discover what steps are crucial to determining an effective and ...
  4. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  5. What Is the Best Age to Get an Annuity?

    Optimizing the benefits of an annuity means guaranteeing a stream of income you can't outlive.
  6. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  7. When to Consider an In-Service 401(k) Withdrawal

    In many cases, early withdrawals from 401(k)s to be avoided. But if you are 59 1/2 or older, they may help you devise a better ...
  8. Should Parents Save Towards College or Retirement?

    Many parents are unsure about whether to save more for retirement or education for their kids. These general guidelines that ...
  9. 5 Steps to a Retirement Plan

    These considerations will help you make a realistic and thorough retirement plan.
  10. How to Advise Non-U.S. Citizens on Social Security

    Advising clients who are not U.S. citizens on Social Security is complex. Here is how you can successfully navigate this ...
  11. 8 Countries Where $200K in Retirement Savings Will Last 30 Years

    Retiring on $200,000 may seem like a longshot, but there are several countries that are perfect for living out your later ...
  12. 6 Signs You Are OK to Retire

    As you approach retirement age, there are a number of factors to consider before deciding on when you want to retire. Here ...
  13. 401(k) Balance: How You Compare to Others Your Age

    How much people have put away for retirement varies, naturally, by old they are. See how your savings stack up.
  14. 2016 Retirement Savings by Age: Where Do You Stand?

    What people in various age groups have saved at present for their retirement years – and where they should be. How does your ...
  15. Top Reasons Not to Roll Over Your 401(k) to an IRA

    Five cases in which keeping your plan in place – or employing another non-IRA strategy – is the better move.
  16. 10 Best Retirement Cities in the U.S.

    Discover 10 destinations across the United States whose mix of affordability, weather and amenities attracts significant ...
  17. 3 Big Financial Mistakes to Avoid in Your 30s

    Want to have continued control of your finances as you get older? Start by making sure to avoid these three financial mistakes ...
  18. Benefit From Senior Discounts

    With social security payment projections almost flat for next year, seniors can turn to discounts to save money.
  19. 3 Ways to Ensure Your Path to Financial Literacy

    People have strong feelings when it comes to money. Here are three ways to arm yourself with financial literacy and break ...
  20. THIFX, THOAX: Top 3 Mutual Funds From Thornburg

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  21. 5 Secrets You Didn't Know About Roth IRAs

    Between its generous tax benefits at retirement and no required minimum distributions, a Roth IRA is well worth considering ...
  22. 8 Reasons To Never Borrow From Your 401(k)

    Find out why dipping into your 401(k) can have serious consequences.
  23. Estate Plans Should Include Instruction Manuals

    Death is not something that we wish to dwell on, but estate planning—and figuring out even more basic issues—is something ...
  24. Work & Collect Social Security in Retirement?

    What to consider if working in retirement while collecting Social Security.
  25. Job Hunting: Higher Pay vs. Better Benefits

    Focusing on pay when job hunting may be a mistake. Find out which benefits have the highest long-run payoff.
  26. Are You Ready for the Retirement Challenge?

    In order to truly take advantage of retirement, take these six things into consideration during the retirement planning process.
  27. No Retirement Savings? How to Catch Up

    Starting your retirement savings late, like in your 50s? Here are a few ways to catch up.
  28. Act (Invest) Your Age

    It’s never too late to invest for retirement. Make the right decisions for where you're at.
  29. The Best Way To Build Your Retirement Portfolio

    Retirement means changing your investment goals from growing assets to generating income. Here's how.
  30. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  31. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" retirement portfolio can differ from one investor to another, but some themes hold true no matter what.
  32. In Your 20s and Have Extra Cash? Here's What to Do

    If you're lucky enough to have saved (or otherwise come across) some spare cash in your 20s, what's the best thing to do ...
  33. EXDAX: Overview of Top Manning & Napier Funds

    Learn about four mutual funds administered and managed by Manning & Napier that can help investors diversify their retirement ...
  34. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  35. 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.
  36. 5 Ways To Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.
  37. Contributing to a Roth IRA Regardless of Income

    Savers of all income levels can get money into a Roth IRA, though there may be an extra step involved in the process.
  38. How Much Money Do You Need to Retire in Hawaii?

    The Aloha State remains an idyllic place to retire, but at what cost? From rent to cereal to gasoline, we look at the hidden ...
  39. Retire on 70% of Your Income? It Might Be Tough

    Before you're sure that 70% will be enough to support you in retirement, figure out what your life costs now and how it might ...
  40. The 4% Withdrawal Rule: One Size Fits All?

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  41. Beating the Gender Pay Gap for Women’s Retirement

    Women have a gender pay gap because they spend less time in the workforce and earn less than men. Here are 5 steps for sufficient ...
  42. Read This Before You Retire in the Philippines

    The Philippines has a warm climate, a low cost of living and plenty of people who speak English. What to do next if you think ...
  43. Why You Should Have a Roth IRA

    The world of retirement savings plans is filled with options. Here are the reasons why you should consider a Roth IRA when ...
  44. Automating Your 401(k): The Robo-Advisor Blooom

    Blooom is a fairly recent entrant into the robo-advisor space, and it is focused on your 401(k). Here's a look at what it ...
  45. 3 Ways to Get Better Retirement Returns in the Next 20 Years

    With investment returns projected to decline over the next 20 years, savers may need to tweak their plans to ensure better ...
  46. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  47. Retirees Are About to Hit the Travel Jackpot

    Start planning now for big travel savings, coming soon, if you're retired and can fly whenever you want.
  48. Top 10 Stupid Retirement Tricks

    Drawing inspiration from former late night host David Letterman and his iconic lists, here are 10 things to avoid when crafting ...
  49. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  50. How a 401(k) Works After Retirement

    Find out how your 401(k) works after you retire, including when you are required to begin taking distributions and the tax ...
  51. Retiring in the Philippines? Try These Top Cities

    Four cities in different regions of the Philippines that offer a range of activities and settings, along with good healthcare ...
  52. Here Is Your Retirement Checklist

    Here is a retirement checklist that offers many things to think about, from ten years before retirement to just after yours ...
  53. 10 Signs You Are Not OK to Retire

    Carrying a lot of debt? Haven’t yet figured out a long-term financial plan? These are just two of the reasons you shouldn’t ...
  54. Why Saving 10% Won't Get You Through Retirement

    Retirement experts often tout the 10% rule: To have a good retirement, you must save 10% of your income. The truth is, most ...
  55. When Spouses Die, Who Gets Their Retirement Funds?

    You don't automatically get your spouse's IRA, 401(k) and other accounts when he or she dies. Here's how to plan so the right ...
  56. 5 Easiest Countries to get Citizenship to Retire

    Discover five of the countries that make it easiest for you to obtain citizenship and a second passport through residency, ...
  57. Can I Retire Yet?

    Being able to retire depends on many variables as well as the spending and saving choices you make leading up to and once ...
  58. ABLE Accounts: An Overview

    ABLE accounts provide a new opportunity for clients and advisors to help those with special needs. Here’s what you need to ...
  59. Should You Borrow From Your Retirement Plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
  60. Why Gold Matters

    Gold is a very useful investment during periods of instability and high inflation.
  61. How To Maximize Your Retirement Income

    Make sure you're maximizing your retirement savings with these strategies for those golden years ahead.
  62. Is $200,000 Enough to Retire in the Philippines?

    How long would $200,000 in savings last if you retired in the Philippines? Longer than in most countries, especially if you ...
  63. Should Retirees Take a Gamble on Leveraged ETFs?

    Leveraged ETFs offer the potential for big rewards, but retirees must weigh the risks before adding them to their portfolio. ...
  64. Two Roads: Debt or Financial Independence?

    A higher income won't make you richer – unless you learn to live on less.
  65. Can Your Pension’s Cost-of-Living Clause Be Frozen?

    Recent events in New Jersey prove that relying on a pension alone to fund your retirement is risky. Make sure you have multiple ...
  66. How Millennials Can Save the World While Saving for Retirement

    If you are a millennial investor — or just think like one — you are likely to have some very different attitudes about investing ...
  67. The Downside of Spending Retirement Savings

    Thinking of borrowing or withdrawing funds from your nest egg to cover a financial emergency? You may want to find other ...
  68. 3 Secrets You Didn't Know About Estate Planning

    Three estate planning secrets every advisor and saver needs to know.
  69. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  70. 7 Ways Baby Boomers Can Financially Assist Parents

    To help relieve some of the pressure that comes with caregiving, here are seven ways Boomers can financially assist elderly ...
  71. Why Women Retire with Less Money

    The gender gap plays a significant role in women's ability to put aside enough money for a comfortable retirement. How to ...
  72. Living Abroad in Retirement: Can You Afford It?

    These are the financial implications of retiring abroad, as well as what you need to consider in order to do so.
  73. The 5 Dumbest Financial Moves You Can Make

    Have you made any of these financial mistakes? Here's what not to do.
  74. 5 Vacation Discounts for Retirees

    Now that you’re retired, you can take a vacation whenever you want (unless, of course, you signed up for grandkid daycare). ...
  75. The Ten Commandments of Personal Finance

    Ten Commandments to follow for a secure economic future.
  76. Smartest Things to Do with $10,000 of Savings

    It's crucial that you put your hard-earned cash to good use. Putting away $10,000 is comforting, but investing that money ...
  77. What Are the Different Parts of Medicare?

    At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.
  78. 12 Tips for Retiring with Just $50K Net Worth

    One in three Americans haven’t saved anything for retirement, let alone $50K. Here’s a dozen things that you can do to help ...
  79. Elizabeth Warren's Solution to No COLA Increase in 2016

    Sen. Warren plans to increase in Social Security benefits in place of a COLA in 2016.
  80. The Top 5 States Where Retirees Can Buy Cheap Land

    Buying vacant land for future gain is high-risk. Look for low prices in undeveloped areas likely to see a building boom in ...
  81. 4 Reasons Why Americans Retire in the Dominican Republic

    The Dominican Republic is particularly hospitable to retirees and worth investigating as a low-cost-of-living retirement ...
  82. No, Comic Book Investing Won’t Fund Your Retirement

    Collecting comic books can be a terrific hobby, but it's unlikely they will cover your cost of your living after you retire. ...
  83. 4 Reasons Why Americans Retire in Mexico

    Learn why Mexico's low cost of living, inexpensive healthcare, natural beauty and culture make it such a popular retirement ...
  84. Saving for College: The Top 4 Lessons I Learned

    Because you cannot go back to change poor financial decisions, here's some advice on how to plan for college costs from a ...
  85. 4 Reasons Why Americans Retire in Ecuador

    Understand why Latin America is a popular retirement destination for Americans. Learn about the top four reasons why Americans ...
  86. Billionaire Carl Icahn's Q1 Moves: PYPL, AAPL

    Billionaire hedge fund manager Carl Icahn reduced his holdings in PYPL and AAPL in Q1. Let's find out why.
  87. How to Plan Financially for an Active Retirement

    Contrary to popular belief retirement doesn't always mean downsizing and slowing down. Here's how to plan for a richer retirement. ...
  88. Will You Be Able to Retire by Age 70?

    A perfect storm of factors means that Americans are retiring later than ever. Is that a bad thing?
  89. Don’t Delay Retirement for Your Child’s College

    Sparing your child a mountain of student loans is admirable, although it might not make sense to delay your retirement in ...
  90. 4 Ways Financial Plans Get Derailed

    A financial plan is useless if it never gets put to use. Here are four things to avoid when creating one with a client.
  91. Active vs. Passive Investing for Retirees

    For most investors, sticking with a passive strategy for retirement investing will probably result in the best long-term ...
  92. 4 Reasons Why Americans Retire in Costa Rica

    Understand why more and more Americans are deciding to retire in developing countries. Learn about the top five reasons why ...
  93. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  94. Managing Annuity Distributions in Retirement

    Strategies to help manage taxable deferred annuity distribution in retirement.
  95. Complete Your Retirement Bucket List on a Budget

    Retirement is the perfect time to do all the things you couldn't get to during your working years. You just need to make ...
  96. Annuities: A Good Option in Turbulent Times?

    Annuities can be an enticing option as Americans near retirement, but there are several reasons to be wary of them.
  97. Is Waiting till 70 for Social Security Right for You?

    Should you wait until 70 to start receiving Social Security? It depends on a variety of factors. Here is what you need to ...
  98. Reverse Mortgage Pitfalls

    Before tapping your home equity through a reverse mortgage, find out what could go wrong.
  99. Why a Financial Advisor Is Crucial in Retirement

    If you’ve been planning your retirement strategy on your own, bringing a financial advisor on board to help can be a wise ...
  100. 401(k) Lawsuits: How Employers Are Protecting Themselves

    Some companies are making it harder for employees to sue over retirement fund problems. Here is what you need to know about ...
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