Retirement Articles

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  1. Important Year-End Tax Moves for 2016 (Part 1)

    Here's part of a year-end tax strategy for 2016, to make the most of your retirement savings plans.
  2. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  3. What Are the Best Investments at 50 or Older?

    It’s always important to be diligent about choosing the right investments for your portfolio. What are the best investments ...
  4. Boost Retirement Savings With a Solo 401(k)

    For the self-employed or small business owner, a solo 401(k) is a valuable retirement plan.
  5. 5 Retirement Planning Mistakes That Lead to Failure

    There are far too many variables involved in retirement planning to just wing it.
  6. Which Type of 401(k) Is Best for You?

    Roth 401(k) or traditional 401(k)? The correct answer has the potential to add hundreds of thousands of dollars to your net ...
  7. What Does It Cost to Retire in the Philippines?

    Find out why the Philippines rates as one of the cheapest retirement spots in the world and why many choose to spend their ...
  8. 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 ...
  9. Why 401(k) Auto Enrollment Might Not Be for Everyone

    New research shows that automatic enrollment in retirement accounts like 401(k)s may not always be in the best interests ...
  10. Could You Get 88% More from Social Security?

    Depending on your work history and when you retire, you could get 88% more from Social Security.
  11. 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 ...
  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. Retiring Soon? Don't Forget These 9 Steps

    You need to chart out where you want your financial path to lead, step by step, if you want to have a fulfilling, positive ...
  14. Investors Want High Tech, High Touch Financial Advice

    Sometimes the best interface is the human face.
  15. How to Know if Your 401(k) Plan is Cheating You

    Here’s what you need to know in order to find out whether your 401(k) plan is ripping you off.
  16. 3 Huge Medicare Drug Plan Price Hikes on the Way

    December 7 is the 2017 enrollment deadline for Medicare Part D. Be aware of these price increases – and how to minimize them ...
  17. Medicare Open Enrollment Ends Dec. 7

    Avoid these 4 mistakes during the Medicare Open Enrollment period (Oct. 15 to Dec. 7).
  18. Will Your Estate Plan Create Stress for Loved Ones?

    When it comes to financial planning, many people overlook the critical aspect of estate planning.
  19. Should You Delay Your Retirement?

    There are advantages to not retiring at age 66. And more money is not the only reason.
  20. 5 Ways to Use Your Home to Retire

    Retirement is going to cost a lot, and for homeowners who face a shortfall, their home can be a source of income. From downsizing ...
  21. 3 Tips for Making Better Financial Decisions

    To make better financial decisions you need to define success, find out how others do it, make a plan, and think outside ...
  22. Pros & Cons of Managing Your 401(k) Yourself

    The decision to manage your 401(k) investments should not be made lightly. These pros and cons will help you determine if ...
  23. The Financial Advice You Need in Your 30s

    When you reach your 30s and have kids, debt and your retirement to fund, where is the best place to put your money to work?
  24. Personal Finance Lessons Aren't Wasted on the Young

    Parents should always take the initiative to teach our kids to save from an early age.
  25. Annual Compensation vs. Annual Salary: Why the Difference Matters

    The difference between annual compensation and annual salary is especially important for retirement plan contributions.
  26. Why Procrastination Will Steal Your Future Wealth

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
  27. What Social Security Fraud Costs You

    Taxpayers lose billions of dollars every year, according to Social Security fraud statistics. What to look for.
  28. What if Your 401(k) Isn't Enough for Retirement?

    Deferring 10% of your income to your 401(k) may not be enough. Consider an income plan that draws on 360 degrees of income ...
  29. This Is the Biggest Risk to Your Retirement

    Many retirees have defined risk incorrectly, and are currently exposing themselves to the greatest risk of all, which is ...
  30. 5 Big-Time Retirement Budget Busters

    Living on a fixed income is easier said than done; even well-prepared retirees are surprised at how challenging it can be. ...
  31. 7 Ways to Use a Strong Credit Score During Retirement

    Find out why it is important to maintain a good credit in retirement. Learn seven reasons not to leave your credit score ...
  32. Have a 401(k)? Don't Make These 4 Mistakes

    Avoid these 401(k) blunders and you just might make it to retirement with more money.
  33. Don't Give Away Control Over Your Assets Without Planning

    Most people don't realize what they agreed to when they signed a power of attorney, and are blissfully unaware of the possible ...
  34. The Best Retirement Plans for Millennials

    Retirement is decades away, but if you make yourself start saving even a little now, all that time can make your money grow ...
  35. When Retirement's Getting You Down

    The secret to avoiding depression in retirement is to replace the social connections, steady routine and sense of purpose ...
  36. Why Millennial Couples May Need $2 Million to Retire

    The answer in one word: inflation.
  37. How Seniors Are Seeing the End of File and Suspend

    Many seniors see the end of two Social Security claiming strategy loopholes as unnecessary benefit cuts.
  38. Using a Reverse Mortgage to Boost Retirement Savings

    A reverse mortgage is a financial tool that can increase the chances of a successful retirement, if used properly. Here's ...
  39. Early Retirement: Lessons from Celebrities and Politicians

    If you hope to retire early, why not take a page from these celebrity playbooks?
  40. 10 Tax Benefits for the Self-Employed

    Running your own business has both personal and financial perks.
  41. A Financial Checklist for 20-Somethings

    Financial habits one establishes early on will have a deep impact on financial security down the road.
  42. Look for Quality Health Care During Retirement

    When deciding where to retire, be sure to consider the health care available in the area.
  43. Your 401(k) Plan: Just How Outdated Is It?

    A recent GAO report indicates that many 401(k) plans are still clinging to archaic rules that hinder plan participants’ ability ...
  44. PBGC to Start Reuniting Lost 401(k)s With Owners

    The Pension Benefit Guaranty Corporation will extend its program to recover lost pension plans to include defined contribution ...
  45. 10 Sources of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  46. 10 Ways to Cut Spending in Preparation for Retirement

    If your retirement income is less than you planned for, here is a list of ways to plan a new budget.
  47. Ready for Retirement? Here Are Some Tips for Baby Boomers

    For those nearing their retirement date, here are a few things that should be organized in the years prior.
  48. 6 IRA Tax Changes That Could Impact You Soon

    Here are several potential measures that could come before Congress in 2017 that would negatively impact the tax benefits ...
  49. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  50. How to Evaluate Your Retirement Plan

    Here are four things to consider to make sure you are financially prepared for retirement.
  51. Financial Steps to Take for a Prosperous 2017

    View all of your assets as one portfolio, and then invest them in multiple asset classes, whether you are retired or still ...
  52. Choosing Medicare Advantage? Read This First

    A new study finds disturbing differences in the hospital networks some Medicare Advantage plans provide. Check before you ...
  53. Retirement Abroad: 5 Unexpected Foreign Cities

    If retiring abroad is your dream, here are some less well known destinations where the culture is rich; the scenery, lovely ...
  54. Don't Miss These Insurance-Related Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  55. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  56. 5 Ways to Stretch Your Retirement Dollars

    Fixed incomes are a reality of retirement, which means your money needs to last. From downsizing to staying healthy, here ...
  57. How Retirement Planning is Like Playing Football

    Your retirement game plan shares a few similarities to a football game. How are you scoring so far?
  58. Where Should I Retire?

    It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to ...
  59. 8 Essential Tips For Retirement Saving

    Whether you're a saver or a financial advisor who wants to give clients a leg up, these 8 tips are essential for financial ...
  60. Best Ways to Save For Retirement Without an IRA or 401(k)

    Learn the most common types of savings vehicles used to accumulate money for retirement outside employer-sponsored 401(k)s ...
  61. Don't Make These Mistakes Before You Retire

    Retirement costs can be surprisingly high. Help minimize the shock of these future expenses by extensively planning and not ...
  62. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  63. Annuities: The Good, Bad and Ugly You Should Know

    Let's take an in-depth look at the different types of annuities and their pros and cons.
  64. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  65. HSAs Could Get a Boost Under Trump

    Health Savings Accounts may become more attractive under a Trump administration. Here's how.
  66. Plan Your Retirement Abroad

    A real-world, step-by-step guide to making that dream of retiring abroad a reality—from visas to housing to healthcare and ...
  67. How Trump Could Let the Fiduciary Rule Die on the Vine

    If Donald Trump keeps his promise to repeal the fiduciary rule his administration could do so by not defending it against ...
  68. Pension Vesting: Everything You Need to Know

    Understanding pension vesting is tricky, but it’s crucial to making wise decisions about changing jobs and collecting the ...
  69. How to Decide Where to Live in Retirement

    Here's a guide to help you decide where and how you want to live after retirement.
  70. Watch Out for These Hidden Pension Fees

    You’re not likely to even detect pension fees unless a pension fund puts them in disclosure documents. But more recipients ...
  71. Will State-based Auto IRAs Be Nixed by Trump?

    Will a new law that encourages states to develop IRA-based savings programs survive under the Trump administration?
  72. 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 ...
  73. How to Spot Pension Fraud Before It Hurts You

    Don't let pension fraud threaten your livelihood after retirement. Here's what to watch out for.
  74. Shopping for a Mortgage? Use This Tool First

    As home-buying technology has progressed, the process of finding the best mortgage rates for 2016 can all be done online.
  75. Buy a House in the Philippines: A How-To Guide

    Foreign-ownership regulations make it a little tricky, but plan right and you can have a home in paradise.
  76. Life Insurance: How Much Does Age Raise Your Rate?

    If you need life insurance, try to get it before your next birthday. Here's why.
  77. Saving for College: 7 Options to Consider

    There are many options choose from when you're looking for the right educational savings plan for your child.
  78. Divorce and New Social Security Rules: What to Know

    Here’s what you need to know about divorce and Social Security under the new rules that went into effect earlier this year.
  79. ETFs: Coming Soon to 401(k) Plans

    The new fiduciary rule could drive more 401(k) plans to include ETFs, which are typically lower cost investments than mutual ...
  80. The Behavior That Helps You Increase Your Returns

    Has your financial advisor talked to you about the factor that makes or breaks financial success?
  81. Using Estate Planning to Divide Your Assets

    Because there are many nuances to asset distribution, an estate plan should be customized for you and your family.
  82. 10 Social Security Secrets to Boost Your Benefits

    If you know and apply these 10 Social Security secrets, you can increase your monthly benefit check, often substantially. ...
  83. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  84. 5 Ways to Reduce Taxes When You Are in Retirement

    There are lots of ways to reduce your tax burden in retirement without getting into trouble with the Internal Revenue Service. ...
  85. 5 Critical Steps to Take Before You Retire

    Exiting the workforce soon? You need to make sure your financial house is in order. These actions will help you on your way. ...
  86. Will the Social Security Cap Increase Help It Last Longer?

    The Social Security cap increase will be 7% in 2017, but even that may not be enough to keep Social Security from running ...
  87. Medicare Costs to Rise for Most in 2017

    Most senior citizens will see their Medicare expenses rise in 2017.
  88. How Trump Could Change the Retirement Landscape

    Here are some ways that the Trump administration may impact the retirement landscape.
  89. 4 Options for Your Old 401(k) If You Change Jobs

    These are the four options available for your old 401(k) when you leave a job.
  90. 3 Things Retired Clients Should Do Before Year-End

    These are the three most important things retired clients should review before the end of the year.
  91. 4 Compensation Plans for Wealthy Earners

    Here's what advisors need to know about non-qualified deferred compensation plans.
  92. Will Trump Be Able to 'Fix' Social Security?

    President elect Donald Trump’s plan to replenish Social Security goes in a fundamentally different direction than most experts ...
  93. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  94. Thinking About Life Insurance as Income Protection

    U.S. households rank owning adequate life insurance toward the bottom of the list of nine common financial goals. Here's ...
  95. How to Retire with Just $500,000 Saved

    Here are three types of investments that can help generate a higher level of retirement income than Treasury securities without ...
  96. Your Checklist for Open Enrollment Season at Work

    Open enrollment season has arrived, and that means you need to choose your health insurance benefits for 2017. This checklist ...
  97. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  98. Top 4 Financial Pitfalls to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  99. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  100. Consider the Costs of Your Retirement Location

    Where you officially call home can make a difference in your retirement lifestyle, as it impacts your taxes and other cost ...
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