Retirement Articles

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  1. The Rap On Wrap Fees For Retirement Accounts

    If your retirement account is managed under a wrap fee program, you need to consider whether you should pay the fee out of ...
  2. 4 IRA Changes That Encourage Savings

    Find out what's new in the world of IRAs and how you can get more bang for your buck.
  3. Cut Your Tax Bill

    Paying your bills early or giving an extra donation now can help you come tax time.
  4. Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  5. Rejuvenate Your Life And Career With A Sabbatical

    Sometimes a one-week vaction isn't enough. Learn the pros and cons of an extended break.
  6. Thrift Savings Plan Helps Federal Workers Retire

    The TSP is key component of retirement savings for U.S. government workers and members of uniformed services.
  7. 3 Life Events That Can Ruin Retirement Plans

    Death, divorce and loss of income can leave retirees reeling. Learn how to prepare.
  8. Wealth-Building IRA Rollovers

    Rollovers allow your tax-deferred retirement assets to grow, even when the world around you is changing.
  9. Recharacterizing Your IRA Contribution Or Roth Conversion

    Learn why you might make such a transaction and find out how to calculate how it will affect you.
  10. IRA Contributions: Eligibility And Deadlines

    Use this checklist for contribution requirements to make your payments on time.
  11. Alternative Investments In Your IRA

    If you stray off the beaten path when investing your IRA assets, you'll find new potential pitfalls and rewards.
  12. Money Can't Buy Retirement Bliss

    Emotional snags can ruin your future happiness. Learn how you can avoid them.
  13. Plans The Small-Business Owner Can Establish

    Don't hesitate to adopt a smart plan for you and your employees.
  14. Get Ready For The Estate Tax Phase-Out

    Changes to federal legislation will affect how your assets are treated once you're gone - be prepared.
  15. Personal Pensions: Repackaging The Annuity

    Discover an investment that can provide a stable income once you've left the work force.
  16. Failing Health Could Drain Your Retirement Savings

    You may not be able to prevent illness, but it doesn't have to infect your savings.
  17. Pay For A College Education With Retirement Funds

    These savings vehicles may be better than college saving funds for some families.
  18. Squeeze A Greenback Out Of Your Latte

    Stick to your budget every day with these 15 simple tips.
  19. Need Retirement Income? Sell Your House!

    Discover 10 tips for making a quick sale and a healthy profit.
  20. Healthy Survival Guide For Sandwiched Boomers

    Caring for children and parents is squeezing baby boomers' finances. Find out how to cope.
  21. Asset Distributions A Key Consideration For Retirees

    How you distribute qualified retirement plan money can affect your taxes and Social Security benefits.
  22. Did Your Roth IRA Conversion Pass or Fail?

    If you are moving assets from a Traditional IRA to a Roth IRA, you need to know the associated tax rules.
  23. It's December - Do You Know Where Your IRA Statements Are?

    Don't discard these important documents with your junk mail - they may affect your taxes.
  24. A Look At IRA Separate Accounting Rules

    If you are a younger multiple beneficiary, make sure you understand the RMD regulations.
  25. Pension Law Could Reduce Your Payout

    Discover how this act negatively affects your lump-sum withdrawals.
  26. Sometimes It Pays To Borrow From Your 401(k)

    401(k) loans have been demonized, but they're often the most beneficial source of cash.
  27. ETN Credit Risk May Outweigh Benefits For Some

    Exchange-traded notes have many benefits, but they may not be suited to risk-averse investors.
  28. Mistakes In Designating A Retirement Beneficiary

    Make sure your beneficiary designations not only reflect your intentions but also meet the requirements to be effective. ...
  29. Deducting Losses On Your IRA Investments

    In regular accounts in which taxes are not deferred, losses on investments can be included on your tax return. Find out how. ...
  30. Common Questions About Retirement Plans

    We offer some solutions for the individual taxpayer as well as the small business owner.
  31. An Introduction To The Roth 401(k)

    The money that you earn today is taxed today, making tax-free retirement withdrawals a reality.
  32. Chipping Away At The Pension Freeze Trend

    Learn five steps that'll put your retirement back into your own hands.
  33. Burdening Your Retirement With A Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
  34. 5 Retirement Questions Everyone Must Answer

    Find out what information you need to guide your planning and achieve your goals.
  35. Letter Of Instruction - Don't Leave Life Without It

    This simple document can take the guesswork and headache out of settling your estate.
  36. What's Your Net Worth Telling You?

    Net worth provides a road map for retirement - learn if you're headed in the right direction.
  37. Top 6 Myths About Social Security Benefits

    Misinformation on retirement benefits is common. We'll set the record straight.
  38. 8 Reasons To Never Borrow From Your 401(k)

    Find out why dipping into your future savings can have serious consequences.
  39. The Pension Bill: A Wolf In Sheep's Clothing

    Find out why the 2006 act may not be all it's cracked up to be.
  40. The Top 3 Retiree Worries (And What To Do About Them)

    Discover the most common problems retirees face, and what they can do to solve them.
  41. Are You Saving Too Much?

    "Spend now! Don't worry about retirement," say some experts. Could they possibly be right?
  42. Are You Buying Annuities Or Mutual Funds?

    Investing a client's money in variable annuties is becoming a target for criticism.
  43. Must-Know Rules For Converting A 401(k) To A Roth

    In 2008, the IRS spelled out the details for converting employer-plan funds directly to Roth IRAs.
  44. The Impact Of Recession On Businesses

    Find out how this economic cycle affects both small and big business.
  45. Business Owners: A Guide To Qualified Retirement Plan Loans

    Thinking of adding a loan feature to your company's plan? Here's what you need to know.
  46. 5 Retirement Plan Moves To Make Before Year-End

    Make sure all your loose ends are tied with these simple reminders and tips for your plans.
  47. Bear-Proof Your Retirement Portfolio

    Find out how to protect your assets so you can live out your dreams in style.
  48. Lump Sum Versus Regular Pension Payments

    If you're about to retire, you may be facing this dilemma soon. Find out what your options are.
  49. Plan To Retire Rich

    Don't just hope for the best - develop a course of action to achieve your goals.
  50. Be Your Own Boss By Freelancing

    Learn the pros and cons before you bid adieu to sales meetings and power suits forever.
  51. New Option For Beneficiaries: Reversionary Annuities

    This vehicle can provide survivors with guaranteed income and lower premiums.
  52. Immediate Annuities: Guaranteed Payout At A Price?

    This vehicle can have very low, or even negative, rates. Find out when it pays to invest.
  53. How To Cure An Ailing 401(k)

    High-cost, outdated plans can prevent your retirement portfolio from thriving.
  54. CDIC Protects Canadians From Bank Failure

    Bank failures can happen in Canada, but many deposits are insured. Find out what's covered.
  55. 401(k) Debit Cards: Taking A Swipe At Your Retirement Savings

    This is just another more convenient way to borrow from your plan. But at what cost?
  56. Stock Market Risk: Wagging The Tails

    The bell curve is an excellent way to evaluate stock market risk over the long term.
  57. Pick 401(k) Assets Like A Pro

    Professionals choose the options available to you in your plan, making your decisions easier.
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