Retirement Articles

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  1. $3M Question: Dream Wedding Or Dream Retirement?

    Wedding season is in full swing, though millennials may be putting off marriage more than previous generations, wedding budgets ...
  2. What’s Behind The Sluggish Economic Recovery

    While the economy is improving, the rate of improvement is much lower than economists had expected. Estimates for Q2 GDP ...
  3. Retirement Balance Sheet: Debt Owed To Yourself

    Thinking of retirement as a debt, where does your retirement sit on your balance sheet? For it's not a debt you owe the bank, ...
  4. Phew! IRA Tax Fixes Possible Through Oct. 15

    Tax season ended April 15 but you've got until Oct. 15 to correct errors, including those to do with Roth and traditional ...
  5. How to Help Clients with Cash Flow Issues

    Sometimes your spending gets out of hand or income has a hiccup. Here's how financial advisors can help clients who have ...
  6. How Cheap Will Gas Get This Summer?

    The national average retail price for regular gasoline will likely fall between $2.50 and $3 per gallon during the summer ...
  7. Top 5 States That Save The Most For Retirement

    Wondering if you can live somewhere that's better for building a nest egg? Don't just stick a pin in the map. Consider these ...
  8. Retire In Indonesia With $200,000 Of Savings?

    It's very doable. Here's why.
  9. Do Empty Nesters Really Spend Less, Save More?

    Saving for retirement takes thought and planning, and reassessing your approach at different stages in life may be wise. ...
  10. Few Target-Date Managers Invest in Their Own Funds

    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  11. Finding a Top Financial Advisor in Canada

    Choosing a financial advisor is a difficult and important job. A ranking of Canadian advisors can help you make the right ...
  12. How to Exit Your Small Business with Grace

    Here is a guide for how best to leave your baby — your small business.
  13. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  14. Debunking 5 Robo-Advisor Myths

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's how their future will likely play out.
  15. Find The Top Retirement Cities In Indonesia

    Places to enjoy life in the land of "Eat, Pray, Love."
  16. 401(k) Investment Policy Statement: An Example

    Here's what a 401(k) investment policy statement should look like.
  17. Why Advisors Should Sidle Up to Estate Attorneys

    Financial advisors who building relationships with estate attorneys can better help all parties.
  18. Advisors: Revisit Your Client's Risk Assumptions

    Financial advisors should avoid generalizing a client’s risk tolerance based on their age or other demographics.
  19. Should You Hire an Advisor or DIY Your Savings?

    Investors should consider index funds and robo-advisors before committing to a costly professional money manager.
  20. When Do I Stop Paying Social Security Tax?

    Almost never, unless you belong to one of these special groups.
  21. Risky Business:Trading Inverse ETFs in an IRA

    Since you can't short stocks in an IRA, consider these liquid inverse ETFs instead.
  22. Why More Investors Are Optimistic About Retirement

    Investors feel better about retirement now because the amount of employees having enough money for a comfortable retirement ...
  23. Retire In South Korea With $200,000 Of Savings?

    In modern South Korea, the cost-of-living differential may not be so good as elsewhere in SE Asia, but with a large enough ...
  24. Financial Planning: Can You Do it Yourself?

    There's no shortage of financial advice out there, but do you have the inclination, time and skills to do it yourself?
  25. Do Financial Analysts Need Financial Advisors?

    Financial analysts are very knowledgable about investments, but that doesn't mean they couldn't use advice on how to manage ...
  26. When is Hiring a Financial Advisor Necessary?

    Do you have the time, skills and inclination to manage your own finances and plan for the future? If not, it might be wise ...
  27. Why Your Clients Just Might Work into Their 70s

    Your clients just might work into their 70s. Here's why.
  28. How Non-Qualified Deferred Compensation Is Taxed

    The tax savings of non-qualified deferred compensation plans are not the only tax fact you need to know before signing up ...
  29. The Best Bet for Taxes: Traditional or Roth IRAs?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  30. Why the Government Favors Index Funds

    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  31. America's Most Expensive Retirement States

    Six places that aren't great for the Golden Years (financially speaking).
  32. Non-Qualified Deferred Compensation Plan Vs. 401(k)

    What's are the key differences between these two retirement savings plans?
  33. Best Cities For Retiring In Japan

    You want to retire amid the beauty and culture of Japan, but which cities should you consider? We think these are the five ...
  34. What Taxes Do I Owe On Retirement Accounts Abroad?

    If you're a U.S. retiree, but previously worked abroad, here's what you need to know about taxes on foreign pensions and ...
  35. How Non-Qualified Deferred Compensation Plans Work

    These tax-advantaged retirement savings plans have their pros and cons, and employers and employees must follow strict guidelines.
  36. The Foreigner's Guide To Retiring In Japan

    While Japan is an easy country to visit, retiring there can be a challenge due to the high cost of living and lack of any ...
  37. Can You Retire In Malaysia With $200,000?

    A low cost of living, street food fit for foodies and unspoiled rainforest and beaches are just a few of the reasons Malaysia ...
  38. Retirement Confidence is Up: Should it Be?

    Research shows that confidence in being able to afford retirement is up but probably shouldn't be, as many aren't taking ...
  39. Top Retirement Spots For The Ultra Rich

    Like birds that prefer to nest together, wealthy retirees often cluster in just a few places. Here's our top places compilation ...
  40. How Much Is Enough To Finance Your Retirement?

    Keep these points in mind as you calculate your retirement asset goal.
  41. Help Parents Avoid This Retirement Savings Blunder

    Parents should make saving for their own retirement a priority over helping with their children’s college costs.
  42. Why Retirement Planning Differs for Women

    Women face unique challenges when it comes to saving for retirement compared to men. Here's why and how to better prepare. ...
  43. Top 7 ETFs Designed for Retirement Income

    These seven ETFs offer several advantages over traditional ETFs, especially for investors seeking retirement income.
  44. Financial Gifts For Grads: Kindergarten To College

    If you really want to help your grad preparing for the future, consider a present that supports their long-term goals—an ...
  45. Find The Top Retirement Cities In South Korea

    South Korea's busy, modern capital, Seoul, has traffic signs in Korean writing only and English is not widely spoken. Check ...
  46. 5 Signs That You Have a Lousy 401(k) Plan

    Knowing whether a 401(k) plan is good or not so good is important. This will help participants decide how much to invest ...
  47. Indexed Universal Life Policies: Watch These Risks

    By properly vetting indexed universal life policies, advisors and savers can avoid contracts that could prove overly costly ...
  48. Are We Looking At A Retirement Age Of 70 Soon?

    Other countries have been hiking their retirement age. What would make the U.S. government go in that direction?
  49. Tips for Assessing a Client's Risk Tolerance

    Determining a client’s risk tolerance is a critical piece of the puzzle in designing and appropriate asset allocation.
  50. 5 Estate Planning Must-Dos Before Saying "I Do"

    There are many exciting things to look forward to when a couple gets married; not among them is putting financial affairs ...
  51. What Are The Top Retirement Cities In Malaysia?

    Kuala Lumpur or George Town? That depends on whether you're looking for post-modern glitter or cobblestones and a slower ...
  52. Finding The Top Retirement Cities In Cambodia

    A retirement choice for the adventurous, Cambodia is finding its place as a small but shining success story in the developing ...
  53. 401(k) Risks Advisors Should Know About

    Lawsuits are challenging the the fiduciary duty of plan sponsors related to 401(k) fees. Here's what financial advisers should ...
  54. Why Doing Your Taxes is Good Retirement Planning

    Income tax time is a great time to reevaluate retirement planning, since all the information you need is right at your fingertips.
  55. Tips for Boosting Your Retirement Income

    Here are some best practices on how to generate as much retirement income as possible.
  56. Is ‘Free’ Now the Best Price for Online Advice?

    For many investors, robo-advisors may be a better deal than traditional financial advisors, though they should know what ...
  57. Worst 5 States That Save The Least In Retirement

    If you're picking a place to retire, before you just stick a pin in the map, check out these cautionary criteria. Here are ...
  58. Is Your Retirement Plan On Track?

    Sooner or later that day will come. Do you know if you're ready? Here's how to tell and what to do if your trajectory needs ...
  59. Which Estate Transfer Technique is Right for You?

    This article explains the difference between the two estate transfer methods -- a will and a trust, and the circumstances ...
  60. What New Grads Need To Do On Their First Job

    It's never too early to start saving aside something for retirement. But what purpose could a retirement account serve when ...
  61. Why Hedge Fund Managers Make Good Advisory Clients

    Super-busy hedge fund managers should be viewed as an opportunity for sophisticated financial advisors who can step in and ...
  62. Top Commodities ETFs for Your Retirement Portfolio

    There are many commodity-tracking ETFs, but only a few are must-adds to your retirement portfolio.
  63. Estate Planning and Elderly and Passed Clients

    By keeping up with new estate tax rules, financial advisors can help elderly clients save big on tax costs.
  64. How To Decode Your Future Retirement Income

    When we get statements showing the account balances for our retirement savings, we just see one big number – the total amount ...
  65. 10 Retirement Savings Myths That Won’t Go Away

    If you’re confused about the different retirement investment vehicles or don’t know how to save for retirement, it’s important ...
  66. With Rates Low, Where Can Advisors Find Yield?

    There are many different options — both conventional and unconventional — available for financial advisors seeking yield ...
  67. How To Finance Foreign Real Estate

    If you don't pay cash, financing real estate abroad is likely to cost more than at home. Watch for local laws and be sure ...
  68. Investing: How to Make Fast Money in Your 20s

    In your 20s and want to maximize returns on your investments? Here's how. But be careful.
  69. In Your 20s? Reasons To Get A Roth IRA Now

    There are strong reasons to put retirement savings into a Roth IRA now, while time is on your side, your salary hasn't peaked, ...
  70. How the Robo-Advisors Differ (& How They're Alike)

    Not all robo-advisors are created equal, and each could be perfect for a specific body of investors. Here's a look at the ...
  71. The Purpose Of Having A Social Security Number

    When (and why) it is necessary to use the nine-digit number the United States government issues to individuals and when you ...
  72. Steps To Replace Or Update Your Social Security ID

    Investopedia's step-by-step guide to filling out the form that gets you a new or replacement Social Security card.
  73. The Purpose Of Social Security Form SS-5

    If you need a new Social Security card, you need to fill out form SS-5. Despite the details, the process is more time-consuming ...
  74. Understanding Social Security Eligibility

    Who qualifies for Social Security payments and when can they get them?
  75. Retiring Abroad: Should I Sell My Home?

    You've decided to retire in another country. What should you do with your home in the United States?
  76. Why Working Longer To Save More Is A Bad Strategy

    If your retirement plan mostly consists of working longer to earn and save more money, you might need to rethink that strategy.
  77. Retire In Australia With $200,000 Of Savings?

    Maybe. Thanks to a strong U.S. dollar, Australia has become more affordable, at least for Americans.
  78. Don't Lose Your Wealth Due To Healthcare Costs

    This article will highlight the use of an ILIT type of trust to protect wealth in the case of serious illness and transfer ...
  79. How to Convince Savers to Put More into HSAs

    HSAs represent a fourth leg on the retirement planning stool. Here's what employees and employers need to know.
  80. Retire In Thailand With $200,000 Of Savings?

    How long would $200,000 in the bank last if you retired to Thailand? Pretty long, especially if you also get Social Security.
  81. Can My Retirement & Social Security Be Garnished?

    You have some protection from creditors, but it's limited. Here's a quick run-down of what to expect.
  82. Target Date Funds: More Popular, Cheaper Than Ever

    How target date funds can help investors weather volatility when it comes to saving for retirement.
  83. Why Some Advisors are Shy to Convert Roth IRAs

    Potential upcoming changes from the Obama Administration could hit rollovers from traditional to Roth IRAs, and that has ...
  84. How to Fund Retirement with Insurance

    So you've contributed the max to all available retirement vehicles...now what? Consider a permanent life insurance policy ...
  85. Should You Track The Cost Of Retirement Income?

    Today, workers face a challenge when saving for retirement, because retirement income is getting more expensive, and the ...
  86. Facing Retirement? Look Beyond 100% Bonds

    Retiring doesn't mean putting all your money in bonds. There are two things to consider when it comes to be invested in bonds: ...
  87. How to Prep Your Portfolio for Down Markets

    Down markets are a reality that can kneecap your retirement withdrawal plans. Minimize the pain with these strategies.
  88. How Much Money Do You Need To Retire In Hawaii?

    The Aloha State remains an idyllic place to retire, but at what cost? From rent to cereal to gasoline, we look at the hidden ...
  89. Are Taxes the Solution for Income Inequality?

    Income inequality continues to increase. Why? And are taxes the solution?
  90. This Gold ETF is Fine for Traders, Not Investors

    A look under the hood of the Direxion Daily Gold Miners Bull 3X ETF.
  91. Real Estate Advice for Recent Retirees

    What retirees need to consider when it come to making real estate decisions.
  92. Top 3 Retirement Cities In Arizona

    The desert lifestyle is only one of the attractions of these Arizona cities. The cost of living isn't so bad, either.
  93. IUL Insurance: An Alternative Retirement Plan?

    Indexed universal life insurance is the rise. But critics argue that wisely allocated IRA and 401(k) funds will normally ...
  94. Top Retirement Planning Tips for Singles

    Single clients often face an uphill battle when it comes to retirement planning. Here are some tips to get them on the right ...
  95. Find The Top Retirement Cities In Australia

    Australia has some of the world's most livable cities. Did we mention the beaches?
  96. Retire In Vietnam With $200,000 Of Savings?

    An excellent retirement "buy" because English is spoken widely, the cost of living is compellingly low, and Americans are ...
  97. Some Tax Considerations For Your Retirement Income

    Even if you don’t plan to retire, it’s still a good idea to think ahead about where to live, your income and how it all interacts ...
  98. Top 7 Cities For Retiring In Thailand

    Beautiful Thailand has beaches, cities, affordable health care, plus cultural attractions and great cuisine, No wonder it's ...
  99. 5 Vital Questions Advisors Should Ask New Clients

    By asking the right questions, listening and building trust, investors and their financial advisors can get the most out ...
  100. Track Your Retirement Money With These Apps

    Try these four mobile and online apps to stay on top of your retirement income – in brokerage accounts, IRAs, 401(k)s, even ...
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