Retirement Articles

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  1. The Economics of Raising the Social Security Age

    Briefly examine the economics behind raising the retirement age for Social Security benefits and how it could impact the ...
  2. Tips for Dealing with a Subpar 401(k)

    Here's how financial advisors can help clients enrolled in subpar 401(k) plans.
  3. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways retirees can lessen the tax burden. ...
  4. Advisors: Tap Peers for 'Second Opinions'

    When it comes to knowledge, more is better. And everybody wins when advisors seek second or third opinions for their clients ...
  5. The Impact of the 401(k) Court Ruling on Advisors

    The Supreme Court's recent ruling on 401(k)s has many implications for financial advisors. Here's a look.
  6. Retirement Plan Options for Small-Business Owners

    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
  7. Save Your Retirement from Unscrupulous Advisors

    The best way to avoid IRA sabotage caused by high fees and advisors selling expensive investment products? School yourself. ...
  8. How to Help Retirees Manage Taxes on Distributions

    There are many variables when it comes to helping retirees manage taxes on distributions. Here's what advisors need to consider. ...
  9. 10 Best Countries for New Retirees

    Natixis Global Asset Management recently released its 2015 Global Retirement Index, and you may or may not be surprised that ...
  10. Employers: Don't Forget IRS Form 941

    Your obligations as an employer include various employment taxes. Use this form to report them.
  11. 401(k) Rollover: Roth IRA or Traditional IRA?

    Here are the pros and cons of choosing to roll over your 401(k) into a Roth IRA and a traditional IRA.
  12. Roth IRA Contribution Rules: The Basics

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, deadlines to tax breaks.
  13. How IRS Form 5498 Helps You

    If you have an IRA, you'll be getting this form. Here's the useful information it contains.
  14. Want to Retire Early? Follow This Checklist

    Understand what you need to do first to retire early with security, including covering living expenses, securing health insurance ...
  15. Ready to Retire? Ask Yourself these 7 Questions

    Feeling ready for retiring? Before you make the jump, ask yourselves these questions.
  16. 5 Questions to Ask Yourself Before Retiring

    Before you retire, it's important to ask yourself these questions to ensure you're ready.
  17. 2 No-Load Mutual Funds Suitable for Retirement

    Take a closer look at two no-load mutual funds that should be on the radar for retirees or potential retirees looking for ...
  18. 'Man Up': 3 Tips for Working with Male Clients

    Male clients aren't always financially literate. Here's how advisors can meet their needs.
  19. Why You Shouldn't Bet on Defined Benefit Plans

    Defined benefit plans were once a easy, safe way for workers to save for retirement. Too bad their massive obligations have ...
  20. Top Tips for Minimizing Taxes on Severance Pay

    A look at the top ways to lessen the tax burden on severance pay.
  21. How to Decide When to Sell Mutual Fund Shares

    Whether actively-managed or index there is a need to monitor mutual fund holdings. Here's how advisors can help clients decide ...
  22. Top Financial Planning Issues for Older Parents

    Clients who have children later in life present an opportunity for advisors. Here are the key the financial planning issues ...
  23. 3 Reasons Your 401(k) Is Not Enough for Retirement

    Learn the basic structure of a 401(k), and a number of reasons why it may not be substantial enough to secure an individual's ...
  24. 8 Justifications For Sky-high CEO Salaries

    Why are CEO salaries so astronomically high? There may be more to the story than you think.
  25. These Are the Top Jobs for Retirees

    Learn some of the best jobs available for retirees who want to stay busy. These include retail, driving, call center work ...
  26. 3 ETFs to Protect Your Retirement From Inflation

    Learn more about three of the best inflation-protected exchange traded funds for investors who are retired or who are approaching ...
  27. Top Ways to Minimize Taxes on 401(k) Withdrawals

    Maximizing your retirement savings is essential to a secure retirement, and a part of that is minimizing taxes on 401(k) ...
  28. How Married Couples Can Maximize Social Security

    Making the most of Social Security can be a complicated thing for married couples, but finding the maximum return is worth ...
  29. 5 Ways Millennials Are Investing for Retirement

    Here are some of the more popular strategies millennials are using to save for retirement.
  30. How Advisors Can Help Gen Y with 401(k) Issues

    Here's how advisors can help millennials get the most out of a 401(k).
  31. Top Financial Planning Strats for Unwed Couples

    Financial planning for unmarried or common law couples can be more complex. Here are some strategies advisors can implement ...
  32. Retirement Planning Do's and Don'ts for Advisors

    Helping clients prepare for retirement requires a mindshift from simply mananging their assets. This list of do's and don'ts ...
  33. The Top Insurance Needs of Retirees

    While health insurance is the primary insurance need for retirees, there are other types advisors need to consider for their ...
  34. How Advisors Can Help Clients Manage Old 401(k)s

    Helping clients manage their old 401(k)s is a huge retirement planning issue. It also presents opportunity for advisors. ...
  35. Why Retiring Sooner Might Be a Bad Idea

    Learn why even though most people dream of early retirement, it has plenty of downfalls that include less money, lower productivity ...
  36. It’s Never too Early to Think About Retirement

    See why it is never too early to think about retirement, to plan for a healthy financial future and how to start healthy ...
  37. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  38. Ask Your Advisor These 5 401(k) Rollover Questions

    Managing your 401(k) wisely is paramount to a secure retirement. Accordingly, here's a guide to key questions you need to ...
  39. Forget 401(k)s: Put Your Next Savings Dollar Here

    A 401(k) might be the post popular option for retirement savings, but there is another lesser-known option that may make ...
  40. Top 5 Software Programs Used by Financial Advisors

    Obtain information about the top five financial planning software programs that are most commonly used by professional financial ...
  41. 6 Reasons Not to Recharacterize Your Roth IRA

    If you're thinking of recharacterizing your Roth IRA into a traditional IRA account, here are six compelling reasons why ...
  42. How Advisors Can Build a HNW Estate Planning Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  43. Advising FAs: Explaining Estate Planning to a Client

    As the old saying goes, you can't take it with you. For this reason, it is important to have a current estate plan in place ...
  44. Why Cash is King When Markets are Volatile

    After the past several years, you might be addicted to equity. But when markets turn volatile, cash is the best option. Here's ...
  45. The Biggest Financial Mistakes Millennials Make

    Millennials are making financial mistakes that have the potential to cost them big over the course of their lives.
  46. The Impact of 401(k) Outflows on Advisors

    The trend in the growth of assets in 401(k) plans has shifted as Baby Boomers retire, creating opportunities for financial ...
  47. Is Cohousing Right for You?

    Cohousing isn't for everyone. But if you're community-minded or committed to living green, it may be an ideal option for ...
  48. Retire in Costa Rica with $200,000 of Savings?

    It's quite doable in this Central American oasis.
  49. 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.
  50. Is Your Financial Advisor Looking Out for You?

    Financial advisors sometimes aren't looking out for clients' best interests. Regulators are scrutinizing their practices; ...
  51. How Advisors Can Help Expectant Couples

    Bringing a child into the world makes parents more acutely aware of their finances. Here's how advisors can help expectant ...
  52. Interest Rates and Your 401(k): How They Tango

    Here's how a rise in interest rates will likely impact your 401(k).
  53. Got Dividends? Here's How to Reinvest Them

    Reinvesting dividends is almost always a good idea if you intend to hold your shares for the long term, and there are several ...
  54. How to Protect IRAs from Higher Interest Rates

    Rising interest rates don’t have to translate into investment losses in an IRA. Here's how you can protect your investments. ...
  55. Why Millennials Should Invest in a Roth IRA

    Saving for retirement is important, and it's important to start early. A Roth IRA is a great option for low-earners just ...
  56. Can You Retire in Colombia With $200,000?

    The cost of living, high-quality healthcare, climate and culture are drawing more and more U.S. retirees to this country. ...
  57. 6 Tips to Stop Worrying About Retirement

    Try some creative thinking and these smart moves to take the pressure off.
  58. How to Recharacterize to a Traditional IRA

    If the technicalities of recharacterizing a Roth IRA to a traditional IRA seem dauntingly complex, here are a few simple ...
  59. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  60. Can You Retire in Brazil with $200,000 of Savings?

    Brazil has a lot to offer the expat. The cost of living and healthcare are cheaper, and the pace is unhurried. But educate ...
  61. Can Young Workers Rely on Social Security?

    Young savers have time on their hands to take advantage of many investment strategies, and they should because Social Security ...
  62. Target-Date vs. Index Funds: Is One Better?

    Target-date and index funds are difficult to compare because they differ in both structure and objective, though investors ...
  63. Is a Google Robo-Advisor on the Horizon?

    It's possible that Google is looking to get into the robo-advisor business, either as a new venture or as a way to provide ...
  64. Top 3 Ways to Manage Lump-Sum Windfalls

    Have you just had a load of money drop into your lap? If so, several enviable options are available to you. Which one is ...
  65. How Advisors Can Tackle the Big Wealth Transfer

    The massive wealth transfer from Baby Boomers to their heirs presents opportunity and challenges for advisors. Here's how ...
  66. Making Your Home Retirement "Ready"

    Key steps to take so that your home is in good shape for you to live there as long as you want.
  67. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" portfolio can differ from one investor to another depending on many factors, but some themes hold true no matter ...
  68. How to Protect Your Retirement After a Divorce

    Divorce is never fun, but knowing the rules and anticipating the impact of retirement plan division and pension payouts can ...
  69. Retire In Ecuador with $200,000 Of Savings?

    Retiring in Ecuador means living a good life on a fixed income. Why not live where your Social Security dollars can provide ...
  70. This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money for retirement.
  71. Advisors: Broach this Topic with Grandparents

    Talking to older clients about financial planning for their grandchildren may help secure a new generation of clients.
  72. Worldwide Trend that Will Forever Alter Retirement

    Because longetivity is driving change in global and U.S. economies, we bring you a series of interviews with leading experts ...
  73. Medicaid and Nursing Homes: A Quick Guide to the Rules

    Medicaid can cover the costs of a long-term healthcare facility, if you qualify. But that's a big if.
  74. 401(k) Rollovers: The Tax Implications

    The tax rules for 401(k) rollovers can be simple or more complex, depending on which path you take.
  75. Avoid These 4 Retirement Account Mistakes

    The top 4 mistakes investors should avoid in their retirement accounts.
  76. How the Fed Affects Reverse Mortgages

    An in depth look at how the Federal Reserve affects reverse mortgages.
  77. What is Cohousing and How Does it Work?

    Originally a Danish concept from the 1960s, modern cohousing communities can be found in the U.S., England and China. But ...
  78. 3 Ways Millennials Can Prepare for Retirement

    Poor money management decisions can either make a person's last few years of life a great reward for decades of hard labor ...
  79. Are You Rich Enough to Retire in New Zealand?

    New Zealand is beautiful and welcoming to retirees – but only if they bring a healthy bank account. See how you measure up.
  80. Successful Investors Don’t Just Set It & Forget It

    The most highly effective investors consistently take steps to adapt their investment plan in the face of changing markets ...
  81. Surviving Your First Year As A Trader

    These tips will reduce the learning curve for first-year traders.
  82. An in Depth Look at How Inheritances Are Taxed

    The tax implications of an inheritance can be complex. Here's what beneficiaries need to know.
  83. Millennials' Money Habits: How to Help

    Millennials gleaned much of their financial savings habits from their parents. Here's where they could use some help.
  84. How Advisors Can Assist Clients with Inheritances

    Leaving an inheritance can be complicated and even a burden on the recipient. Here's how advisors can help.
  85. How Financial Advisors Can Woo Wealthy Clients

    To woo wealthy clients, offer the resources they need and design a strategic website and marketing plan to bring those desired ...
  86. Retire in Puerto Rico with $200,000 in Savings

    The climate, beaches and cost of living are a draw, but its economic challenges need to be factored into your decision.
  87. Looking for Alternatives to Invest in Real Estate?

    There are several ways to invest in “real estate” via the stock market, buying stocks and hold them for years. We give you ...
  88. 8 Reasons to Roll Over Your 401(k) to an IRA

    Switching jobs? Moving your retirement savings into an IRA has advantages that may allow you to build a larger nest egg.
  89. Protect Yourself Against Reverse Mortgage Scams

    You could lose not only money, but also your home, if you fall for these schemes.
  90. Find a Reverse Mortgage Lender You Can Trust

    Reverse mortgages are a notorious lending market. Follow these steps and the chances are good you’ll find a trustworthy, ...
  91. Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should ...
  92. Top Tips for Helping Clients Sustain Wealth

    High-net-worth individuals face a number of potential challenges when passing wealth down, but it is possible to build generational ...
  93. General Electric Returns Vs The Dow Industrials

    General Electric (GE) has outperformed the Dow Industrial Average since the 2008 crash and could achieve even greater returns ...
  94. The Best Buy-and-Hold Stocks for Your Retirement Portfolio

    These stocks offer stability while exhibiting strong indicators of future growth.
  95. How Advisors Can Help Couples Agree on Finances

    Financial advisors often end up being mediators when it comes to working with couples. Here are some ways to get them on ...
  96. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  97. Understanding Regulations on Qualified Longevity Annuity Contracts

    QLACs provide retirees a way to guarantee a lifetime income – as long as the regulations set out by the IRS are followed. ...
  98. Do You Qualify for a Reverse Mortgage?

    See whether you meet the age qualifications and other requirements for getting a reverse mortgage.
  99. Reverse Mortgages and Your Taxes

    It pays to know the tax benefits from getting a reverse mortgage. Two major considerations: Are the proceeds taxable and ...
  100. Surprising Ways a Trust Could Help Your Family

    Everything you always wanted to know about setting up trusts, in handy glossary form.
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