Retirement Articles

  1. Best Freelancing Jobs For Retirees

    Retired from your job but still want to work? Here's how to turn your skills and know-how into a new freelancing career.
  2. Are You Getting The Best Retirement Advice?

    What you need to know in order to check.
  3. 5 Secrets You Didn't Know About 401(k)s

    If your employer offers a 401(k), that should be your first stop for retirement savings – especially if your contributions ...
  4. Options and Roth IRAs: Do's and Don'ts (SCHW)

    A breakdown of the do's and don'ts of trading options in a Roth IRA.
  5. Find An IRA Account With No Minimum Deposit

    Three ways to start saving for retirement with a Roth or traditional IRA, no matter how little you have to invest.
  6. 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 ...
  7. 5 Secrets You Didn't Know About Traditional IRAs

    A traditional IRA gives you a current-year tax benefit and future years of tax savings – minus the income restrictions that ...
  8. How To Use Your IRA As A Last-Minute Tax Deduction

    While some people are stressing over their taxes, there is a big advantage to delaying the process: You can maximize your ...
  9. Advisors: Have Clients Try on Retirement for Size

    Retirement planning in today’s world involves a lot more than just money.
  10. Best IRA Accounts For Beginners

    Opening your first IRA should be just an early step in your ongoing financial education, for the more help you need, the ...
  11. How (And Why) To Open an IRA Now

    Take these simple steps to set up an Individual Retirement Account that will save you tax money and set you up for the future.
  12. Which Assets Can You Hold In Your IRA?

    You're not allowed to hold every kind of asset in an IRA. What can you include – and which ones are banned?
  13. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard to navigate, even when all parties are reasonable. ...
  14. The First Thing You Should Do With Your Tax Refund

    Nobody likes to pay taxes, but everyone loves to get a tax refund. When the check arrives in the mail, it's hard to resist ...
  15. Rethinking About Retirement Investing?

    There are plenty of reasons to rethink your retirement investing, wherever you fall on the spectrum between fatalistic acceptance ...
  16. Find The Top Three Retirement Cities Of Vietnam

    Vietnam has a low cost of living, beautiful beaches and mountains – and is friendly to Westerners. A preview vacation may ...
  17. Vanguard Readies Muni Bond ETF

    Vanguard is set to roll out a muni bond ETF, the firm's first.
  18. The Pros and Cons of 401(k) Loans

    A look at the pros and cons of 401(k) loans.
  19. How To Move From Nest Egg To Income?

    Income vs. a nest egg is closely tied to what most of us are ultimately interested in for retirement – maintaining our standard ...
  20. 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 ...
  21. Why Early Retirement Is A Bad Idea

    8 good reasons to put off your retirement date
  22. Top Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  23. How to Keep Up With the Retirement's Evolution

    How people think of retirement is changing rapidly. Here's how financial advisors can address semi-retirement, growing longevity ...
  24. Want To Learn Financial Tips For Women?

    Although Men Are From Mars, Women Are From Venus was focused more on love than money, some of the analogy also works fairly ...
  25. 2015 Cash Offers To Move Your IRA Or 401(k)

    Move your IRA to (or open a new one at) one of these retirement-fund custodians and you could get a cash reward – 401(k) ...
  26. How Do Women Close The Retirement Savings Gap?

    Every year, BlackRock conducts a survey to learn about the attitudes and behavior of investors. We just released our findings ...
  27. Expat In America: Visas To Retire In the U.S.

    It isn't easy for non-citizens to retire in the United States unless a family member is already a citizen. But some visas ...
  28. How to Transition Your Client Into Retirement

    The first step into retirement is a big one. Here are tips on how to help your clients transition from earning to drawdown.
  29. Why Mutual Funds Lose Their Five-Star Ratings?

    Ratings help people feel confident about their decision before purchasing. Morningstar’s rating system helps people to find ...
  30. New 401(k) Pension Rollover Rule: Pros and Cons

    Is the new rule allowing participants to roll their 401(k) balances into pensions a good idea?
  31. Reverse Mortgages: How To Find A Good One

    Finding a reverse mortgage generally means using a lender that specializes in them. Here's how to find a reputable one.
  32. Are You Investing With A Purpose?

    We all appreciate having a wide variety of investing choices, but a random collection of investments does not make an investing ...
  33. 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.
  34. Healthcare: What Are You Really Paying For?

    Long-term care costs rise fast and long-term care providers bundle services together, making it tougher for families to understand ...
  35. 4 Myths You Don’t Know About Medicare

    Here are four common misconceptions about Medicare, the federal government’s health insurance program for people who are ...
  36. Strategies To Build Your Retirement Portfolio

    Retirement indexes are designed to estimate how much an investor would need to have saved today to generate annual income ...
  37. Tapping Retirement Funds Early – Without A Penalty

    The IRS offers several ways to skirt the 10% penalty on early retirement distributions.
  38. Are You An Investor Seeking For More Income?

    For income-seeking investors, it's hard to turn down a double-digit dividend yield like that of Prospect Capital Corporation ...
  39. Why Auto-Enrollment Will Save Your Retirement

    Savers need all the help they can get, even if it amounts to an offer they can't refuse. That's why the biggest improvement ...
  40. Retirement Planning Essentials for Your Clients

    You may have heard these retirement planning tips before, but has your client actually put them into action yet?
  41. This Investment Strategy Could Be Your key To Success

    Goal-based investing seems like an obvious tactic. But many investors have only a vague idea what their goals are, much less ...
  42. Estate Planning Tips for Financial Advisors

    Estate planning is not a set-it-and-forget-it proposition. Here are some tips for you and your clients.
  43. Be An Expat The Easy Way: Relocation Services!

    A good relocation service can greatly ease the stress of moving abroad. Here's what to make sure it does – and what you need ...
  44. 10 Tax Benefits For The Self-Employed

    Running your own business has both personal and financial perks.
  45. Greedy on the Dollar? See This Leveraged ETN

    There are several ways to play the rise in the U.S. Dollar, and the UUPT ETN is definitely one way to consider playing it. ...
  46. Retirement Investing with BlackRock's CoRI Funds

    A look at BlackRock’s CoRI Funds as a retirement investment option.
  47. David Bowie: The Man's Marketability Goes On And On

    Sales of all Bowie's albums surged after his death. The reason? Death revives a music/art icon's brand, while increasing ...
  48. Save Now To Retire Earlier - Or Just Work Longer?

    Working longer might seem a solution, but job and health risks make it an unreliable option. Compound interest, though, means ...
  49. Retire in the Caribbean: Top Islands For Expats

    Palm trees, turquoise waters, white-sand beaches – but which Caribbean island is best for retirement? Here's what we learned.
  50. Retiring In Mexico? The 5 Top Cities

    If retiring in Mexico is on your bucket list, check out these cities and regions for a range of cultures and climates.
  51. How Much Should Retirees Withdraw From Accounts?

    Figuring out how much to withdraw from a retirement account every year can be a tough task. Here's help for both the saver ...
  52. How Cheap Is Retiring In Mexico?

    A comfortable life in Mexico can be remarkably affordable. Here's what you can expect to pay.
  53. Planning for Healthcare Costs in Retirement

    Healthcare often is the highest cost during retirement. Here's how to plan for and possibly buck that trend.
  54. 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 ...
  55. 4 Steps to a Happy Retirement

    These basic retirement planning tips are essential for both savers and their financial advisors.
  56. Just Retired? No Better Time for a Second Career

    After working for decades and reaching retirement age, what's next? A second career, of course. Here's why and how.
  57. When Your Client's Retirement is Around the Corner

    With thousands of Baby Boomers reaching retirement age every day, here's a guide as to how financial advisors should approach ...
  58. Retirement Bliss? Not So fast: When Savings Lag

    Most people aren't saving enough for retirement. Here are some tips savers and financial advisors can use to change that.
  59. Multiple Accounts? Here's How to Calculate RMDs

    Ever wondered about how to calculate required minimum distributions on multiple accounts? Here's a quick primer.
  60. CITs in 401(k)s: What You Need to Know

    What you need to know about collective investment trusts offered in 401(k) plans.
  61. Why Widows Leave Their Advisors

    Many women leave their financial advisors in the wake of their spouse's death. Here's why and what advisors can do about ...
  62. American Express: Headwinds and Tailwinds

    Any investors considering a position in American Express need to know these important facts.
  63. Monthly Pension Or Lump-Sum: Which Is Better?

    When a client is faced with the choice of a monthly pension or a lump-sum payment, which one is better? Here's a quick guide ...
  64. Financial Planning Tips And Resources For Veterans

    Veterans or all kinds have special needs when it comes to financial planning. Here are some tips as well as a comprehensive ...
  65. Is Miami The Right Retirement City For You?

    Miami has all the attractions of big-city life – plus the beaches – but how good a retirement destination is it really? Here ...
  66. Where Your Clients Should Retire (For Tax Reasons)

    Are your clients asking where they should retire? That's a tough call, but here we cover the tax angle.
  67. Should Your Retiring Clients Pay Off A Mortgage?

    Should your retiring clients pay off their mortgages? It's more complicated than 'yes' or 'no,' so here's a quick guide.
  68. Why Retirement Advice Is Better But Still Lacking

    With a multitude of resources available to savers and their advisers, you'd think that retirement planning would be a breeze. ...
  69. The 10 Best Cities in Florida For Retirees

    The Sunshine State offers plenty of options for retirement-aged adults seeking warm weather and a favorable cost of living.
  70. Retirement: How Much Should Clients Be Saving?

    5%? 10%? 15%? Which retirement savings rate is the right one? More is better, but too much isn't ideal. Here's a quick guide ...
  71. Immediate Annuities: What To Watch Out For

    Immediate annuities can provide substantially higher monthly payouts than other fixed-income instruments, but also have some ...
  72. Coming Soon: Private Equity In 401(k) Plans

    The day will soon come when private equity is commonly found among 401(k) plan investment options. Here's who's leading the ...
  73. How Financial Advisors Can Help Gun-Shy Investors

    How can financial advisors help investors who are still gun-shy from the losses their equity holdings suffered during the ...
  74. Should Clients Tap Into Savings To Pay Off Debt?

    It's tempting for savers to tap into their retirement savings to pay off debts; a study shows why that could be a disaster.
  75. How To Choose A Retirement Income Fund

    Retirees looking for income can choose retirement income funds. But in order to pick the right one, you have to look at investments ...
  76. What Are Your New Year’s Financial Habits?

    By focusing on habits, you will adopt simple, sustainable behaviors that will put you on the path to achieving bigger and ...
  77. Is An Online Financial Advisor Right For You?

    Is an online adviser right for you? As with most questions in financial planning, the answer is 'it depends.' Here are a ...
  78. Do You Have An Investing Strategy?

    Get Rich Slowly found about the insights on investing from about 2,000 selected individuals by an online survey. Do they ...
  79. Why You Should Start Investing Early?

    You need to be patient, diligent and perseverant to be successful at investing, but more importantly, you need to start early. ...
  80. Planning Ahead for 2015's Tax Law Changes

    Increased 401(k) limits can help savers put away more money for retirement in 2015—but some new restrictions are coming for ...
  81. How Social Security Will Change In 2015

    The average retiree’s check will rise by 1.7% in 2015, the Social Security Administration says. And the ceiling on taxable ...
  82. Putting Your Retirement Eggs in Several Baskets

    When trying to reduce the volatility of one's investments, it's good to diversify by varying one's portfolio assets or doing ...
  83. Know The Cost of Living Where You Plan To Retire

    When considering where to live after retiring, it's important to keep in mind the type of taxes that would have to be paid ...
  84. 5 Crucial Tips For Your Retirement Income Planning

    Here are strategies to ensure that your assets have staying power, and that your wealth-making years provide enough funds ...
  85. Funds That Should Be On Every Investor’s Radar

    When most investors begin planning for a steady income stream in retirement, they tend to gravitate towards fixed-income ...
  86. Retiring In Europe? Check Out These Countries

    If retiring in Europe has always been your fantasy, you can make it a reality. Four countries that top the good-for-expats ...
  87. Retire? Me? Smart Strategies For Business Owners

    Retiring successfully if you're a small business owner requires both an exit strategy and a good retirement plan. Here's ...
  88. Freelancers Don't Have To Retire Broke

    Many freelancers worry, with good reason, that their retirement prospects are financially insecure. Plan early and you can ...
  89. Retiring In Spain: 5 Best Cities For Expats

    Retirees seeking a rich cultural mix, temperate climate, low living costs, good healthcare, beaches and even skiing will ...
  90. The 5 Top Rules Of Thumb For Retirement Savings

    Follow these 5 strategies and set yourself up for a sane and comfortable retirement. Starting early is best, but it's never ...
  91. Great (Affordable) Places For Retiring In France

    If that's always been your dream, there actually are affordable ways to retire in France. Some regions to explore and some ...
  92. The Smart Way To Use Life Insurance For Retirement

    Here's how to incorporate life insurance into a plan to ensure that you and your family have the smoothest possible transition ...
  93. Why Retiree Expats Adore Ecuador

    A delightful climate, World Heritage sites and a low cost of living are just some of the reasons to retire to Ecuador. Here's ...
  94. Don't Pick The Wrong Type Of Retirement Community

    The names sound similar – continuing care, assisted living – but retirement communities differ widely. How to tell them apart ...
  95. Work For The Government? Top Retirement Strategies

    Government employees don't receive Social Security and 401(k)s for their government work. Learn about these other tools to ...
  96. Self-Employed? Top Plans For Retirement Savings

    Here are 5 smart ways the self-employed can save for retirement. Some also work for your employees. But get financial advice ...
  97. The Best Way To Build Your Retirement Portfolio

    If you're near retirement or already there, it's time to change your investment goals from growing assets to using them to ...
  98. Want To Know How To Save For Retirement?

    Understanding how to save for retirement does not have to be complicated. Here’s what you need to know about the tax-advantaged ...
  99. Smart Retirement Strategies Even Without A Pension

    Not every retirement plan is a pension. Know the difference and decide which options are best for you. Even without a pension, ...
  100. 8 Essential Tips For Retirement Saving

    Whether you're a saver or a financial advisor who want to give their clients a leg up, these 8 tips are essential for financial ...
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