Retirement Articles

  1. 5 ETFs For Retirees

    These are some of the good choices for ETFs if you are in the late stages of retirement planning.
  2. Planning Your Retirement Using The Monte Carlo Simulation

    You can use the Monte Carlo Simulation to improve your retirement planning.
  3. Goal-Based Investing: Not What You Think It Is

    Goal-based investing seems like an obvious tactic. But many investors have only a vague idea what their goals are, much less how to achieve them.
  4. A Pre-Retirement Checkup

    Are you on track to post-work bliss? We'll tell you how to find out.
  5. Save Early For Retirement If You're A High Earner

    If you earn a high income, there are many ways you can save extra money for an early retirement.
  6. The Fiscal Cliff And Your 401(k)

    With the looming fiscal cliff, here's a look at how it could affect your retirement planning.
  7. Simplify Your Portfolio

    Faced with an overabundance of choices, many investors forget to stick to the basics.
  8. Are You On Track To Hit Your Desired Net Worth By Retirement?

    Here are some calculations to determine if your net worth is what it should be at your age.
  9. 6 Tips For Increasing Your Net Worth

    Here are the six best things you can do to increase your net worth.
  10. Why You Should Know Your Net Worth In Retirement

    Just because you are comfortably in retirement, that doesn't mean you should stop keeping track of your net worth.
  11. Plethora Of 401(K) And IRA Changes Coming

    For investors, the recent rules changes governing both 401(K)s and IRAs can be seen as a big win for the little guy.
  12. What To Do If Your Company Cuts Your 401(k)

    IBM has made a move to not match 401(k) contributions each pay period. Instead, there will be a lump sum at the end of each year.
  13. Tax Credit For Plan Expenses Incurred By Small Businesses

    Determine whether your business is eligible to claim a tax credit for establishing a retirement plan.
  14. After-Tax Balance Rules For Retirement Accounts

    Accumulating post-tax assets can work to your advantage. Find out how.
  15. Retirement Plan Tax Form 5329: When To File

    Read this if you've taken early distributions or owe excess-contribution or excess-accumulation penalties.
  16. Saver's Tax Credit: A Retirement Savings Incentive

    Here's another reason to put money toward your retirement nest egg.
  17. Why You Shouldn't Die In 2013

    Increases in estate tax rates and possible fiscal cliff implications will make things more difficult when it comes to arrangements for your death.
  18. Retirement Plan Tax Form 8606: When To File

    If you have a Roth IRA, you are responsible for keeping track of your pretax versus after-tax assets.
  19. Is A Retirement Career Right For You?

    More and more people are realizing they must work part time during retirement. Here's a look at if you might have to.
  20. Avoiding Too Much Tax On Your Distributions

    IRA assets can't be taxed twice - find out how to avoid paying the second time around.
  21. How IRA Contributions Affect Your Taxes

    Learn how to work with the tax man to avoid getting gouged when you convert your plans.
  22. Tax Treatment Of Ineligible IRA Rollovers

    Eager to save for retirement? Learn how to avoid overpayment penalties.
  23. How To Use The 4-Box Strategy For Retirement Income

    In today's volatile market, Generation X can't sit around waiting for things to improve. Gen X must implement innovative strategies for retirement planning.
  24. Tax-Efficient Wealth Transfer

    Taxpayers with large taxable estates were required to take steps to reduce them before 2011.
  25. Tax-Saving Tips For Canadian Taxpayers

    Find out how to get a bigger return.
  26. Immediate Annuities: More Income and Lower Taxes

    These instruments may shed their bad rap to bring you a hefty tax break.
  27. In Retirement, Snowbirds Leave Cold Weather Behind

    Rather than shivering away their golden years, retirees can fly south to winter in sunny locales.
  28. What To Do When You're Left Out Of A Will

    Discover the legal steps you can take if you are left out of a will and if fighting is worth the effort.
  29. IRA Contributions: Deductions and Tax Credits

    We outline the incentives and help you take full advantage of the benefits.
  30. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  31. The Benefits Of Retiring Later

    Not only does retiring later give you more time to build your retirement nest eggs, but it may also keep you healthy.
  32. Tax-Saving Advice For IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  33. How After-Tax Rollovers Affect Your IRA

    Consolidating retirement assets? Make sure you account for pre-tax and after-tax assets separately.
  34. How To Avoid Going Broke After Retirement

    There are many things to consider when planning your retirement, including budgets, taxes and long-term care.
  35. Weave Your Own Retirement Safety Net

    Build savings to support yourself in case pension plans and Social Security fall through.
  36. Simple Ways To Save In Retirement

    Balance saving and spending in your golden years with these simple tips.
  37. Relationships And Retirement Planning

    Older couples have many things to consider when it comes to financial planning, including wills and estate planning.
  38. Guaranteed Retirement Income In Any Market

    By laddering annuities, you can be sure you'll have income no matter what the market does.
  39. Saving For Retirement When You're Not Working

    Lack of full-time employment can make saving for retirement more difficult, but there are some vehicles that can help.
  40. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  41. 7 Tools For Rebuilding Retirement Savings

    If your nest egg has taken a hit, these conservative investments could help get you back on track.
  42. Beware Of Company Stock In Qualified Plans

    While this strategy does have a few advantages, it can also pose some substantial risks to employees.
  43. How Much 20-Somethings Should Save For Retirement

    Here is an outline of how you should save for retirement when you are in your 20s.
  44. Overcome The Retirement "Gender Gap"

    Learn why many women's post-work saving plans fall behind and what they can do to catch up.
  45. Retire Independently In A Retirement Community

    Naturally occurring retirement communities can provide a place for retirees to live independent, social lives.
  46. Year-End Tips For Your Retirement Plan

    To avoid penalties or missed opportunities, make sure you know which transactions must be completed by December 31.
  47. Retirement Saving Tips For 65-Year-Olds And Over

    Find out how to save smarter after 65.
  48. Saving For Retirement: The Quest For Success

    We'll show you how to set yourself up to retire in style.
  49. Exceptions To The 60-Day Retirement Account Rollover Rule

    A non-qualified distribution might still be tax and/or penalty free under certain conditions.
  50. Save Safely With The DB(k) Retirement Plan

    Your retirement savings can have the best of the defined-benefit plan and the defined-contribution plan with this hybrid.
  51. Retirement Savings Tips For Young People

    Learn how to avoid the bad habits that keep the average young adult from saving.
  52. How To Convert A Non-Deductible IRA Into A Roth IRA

    Here's a step-by-step guide for transferring one retirement plan into another.
  53. Preparing To Tap Into Retirement Income

    You need to plan ahead to ensure a long and happy future away from the daily grind.
  54. Will Your Retirement Income Be Enough?

    Find out how to determine whether you're on the path to a comfortable retirement, or financial ruin.
  55. 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.
  56. Retirement Living: Renting Vs. Home Ownership

    Here are three simple questions you should consider when weighing this decision.
  57. Delay In Retirement Savings Costs More In The Long Run

    The effects of compounding make it cheaper over the long term to save for retirement.
  58. Retirement Plan Solutions For 70+ Workers

    If you're working and taking RMDs, your taxable income may start to bulge. Find out how to keep it under control.
  59. Actively-Managed ETFs: Risks And Benefits For Investors

    Find out how these second-generation ETFs are changing the marketplace.
  60. What Is A Will And Why Do I Need One?

    Putting this document together will save your family time and money, and give you peace of mind.
  61. 5 Safety Net Services Available To Americans

    Here's a look at the different services available, the numbers of people they serve and how much money is used to support them.
  62. Protect Your Personal Assets

    A family limited partnership (FLP) can go a long way toward securing your family's property.
  63. How To File A Canadian Tax Return

    The process for filing a Canadian tax return is easy and streamlined. Here is the information you need to know before filing.
  64. Alternatives To Nursing Homes

    There are many other options for elderly care other than nursing homes. Here are some of the options available and the costs associated with them.
  65. IMF Or ETF: Which Is Right For You?

    Here's what the professionals think about these similar, but critically different, investment vehicles.
  66. How To Invest On A Shoestring Budget

    Money is tight when you're young, but don't let that stop you from pursuing future riches.
  67. The Seasons Of An Investor's Life

    From a tentative spring to a comfortable winter, learn how to weather the phases of your investing journey.
  68. 5 Misconceptions About A Fiduciary

    Having knowledge of what a fiduciary is will not only impress your friends at a party, but it will also help you understand what you should expect from your broker.
  69. Young Investors: What Are You Waiting For?

    By investing at a younger age, you can harness the power of compounding - not penny-pinching - for profit.
  70. An Introduction To Roth IRAs

    Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.
  71. 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 prudently is even better.
  72. How To Live Off Your Dividends

    One way to enhance your retirement income is to invest in dividend paying stocks and mutual funds.
  73. Two Roads: Debt Or Financial Independence?

    A higher income won't make you richer - unless you learn to live on less.
  74. Money Moves You Should Make Before You Retire

    Getting old is about the only thing you don't need to work at when preparing for retirement. Have you covered these other important steps for ensuring your golden years are comfortable?
  75. Protect Assets, Create Income, Retire Happy

    Find out what you can do to ensure a comfortable transition to your post-work years.
  76. How To Reduce Taxes On ETF Gains

    Boost your returns by learning the tax tricks and loopholes for your exchange-traded funds.
  77. 5 Ways You're Paying Too Much To Invest

    You can't control what the markets will do in the future, but you do have some control over how much you pay to invest.
  78. The Income Property: Your Late-In-Life Retirement Plan

    You're nearing retirement age and you don't have the nest egg you need. Here's how an income property can help you make up the shortfall.
  79. Reasons To Stay Put During Retirement

    Many retirees choose to travel to warm destiniations and far off locales to live out their golden years. Here are some reasons you might not want to do that.
  80. 5 Ways To Take Advantage Of Europe's Situation

    With the euro underperforming, now is a great time to travel, buy a home or go to school in Europe.
  81. 9 Penalty-Free IRA Withdrawals

    If you need to take early distributions, find out which exemptions allow you to avoid expensive consequences.
  82. Gifting Your Retirement Assets To Charity

    There are several things to consider when it comes to this type of charitable giving. Make sure you're well informed.
  83. 10 Estate Planning Tips For Women

    Estate planning is important for women because they often live longer than men and tend to make less money on average.
  84. Retirement Hobbies That Make Money

    Turning your hobby into some extra cash can be a great way to make your retirement more financially comfortable.
  85. ETFs Or Mutual Funds For Your IRA?

    Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs for your IRA.
  86. Payroll Deductions Pay Off

    Find out how you can bypass or defer taxes on thousands of dollars each year.
  87. Income Relating: A New Concept In Medicare

    You can retire, but you can never retire from income tax planning.
  88. Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs.
  89. Ethical Wills Share Final Thoughts With Heirs

    This document allows a testator, the person making the will, to leave a personal legacy.
  90. 5 Retirement-Wrecking Moves

    These common mistakes can sabotage your nest egg and your plans for retiring.
  91. 6 Ways To Lose Your Estate

    Find out why you shouldn't put off putting your affairs in order.
  92. How Women Can Improve Their Financial Standings

    From taking greater risks to saving more, here are some specific ways women can improve their financial situations.
  93. 5 Ways To Double Your Investment

    From risky manoeuvres to slow-and-steady strategies, we look at five methods to double your money.
  94. Hey Self-Employed, Are You Making The Most Of Your Retirement Options?

    Even if you own your own business, it is still very important to save for retirement, and to understand your options for doing so.
  95. Should Having A Private Pension Be Made Mandatory?

    Aging baby boomers will cause a strain on Social Security, but what can the U.S. do to ensure that the whole system doesn't fail?
  96. Some Of America's Most Expensive And Affordable Retirement Homes

    We look at two expensive and three affordable retirement homes to see if you really need to pay a lot of money for a quality retirement experience.
  97. Is Your Defined-Benefit Pension Plan Safe?

    Your plan may not last in a rocky market. Find out whether your savings will be affected.
  98. Maximize Your Social Security Benefits

    The plan's cost of living adjustments can provide protection against inflation.
  99. What Will The Maximum Retirement Age Be?

    Many Americans are deciding to retire later due to harsh economic conditions. Theoretically, how high will the average retirement age rise?
  100. Protecting Your Retirement Assets

    Your golden years are meant to be stress free. Keep them that way by protecting your assets.
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