Investopedia

Retirement Articles

  1. Will The Greek Crisis Affect Your Retirement?

    Trouble in Greece will come home to roost in America, but maybe not in the most obvious ways.
  2. The VIX: Using The "Uncertainty Index" For Profit And Hedging

    Learn the best ways to profit and hedge using the Chicago Board Options Exchange Market Volatility Index.
  3. Disclaiming Inherited Plan Assets

    There are some good reasons for choosing not to accept the funds, but be sure you follow the proper process.
  4. The State Of The 401(k)

    Companies have been slow to restore 401(k) matching, but history says good workers will demand good benefits.
  5. Introduction To Inflation-Protected Securities

    Inflation is an enemy to investors - except to those who invest in IPS, which guarantee a real rate of return with no credit risk.
  6. Water: The Ultimate Commodity

    Opportunities to invest in this scarce resource are flowing freely - dive in!
  7. 7 Stable Investments For Your Retirement

    These investing alternatives can give you returns that you can count on.
  8. How To Create An Effective Retirement Income Strategy

    We will design a portfolio that should balance the requirements of liberal income with sufficient liquidity to withstand down markets.
  9. 5 Inflation-Beating Bond Picks

    Look beyond traditional bonds when planning long-term. The alternatives can be extremely rewarding.
  10. 5 Factors Threatening Your Dream Retirement

    You've worked hard all your life; are you ready to call it quits?
  11. An Introduction To Corporate Bond ETFs

    Learn about the pros and cons of these specialized ETFs, and get in on the opportunities they can provide.
  12. It's Never Too Early To Start Saving

    The earlier you begin investing, the more stable your future will be in the short and long term.
  13. Advisors: Tips For Providing For Older Clients

    Make sure the needs of baby boomers and their parents are met - if not exceeded.
  14. 6 Late-Stage Retirement Catch-Up Tactics

    It's not too late, but if you want to retire comfortably you'll have to be aggressive.
  15. Shorting ETFs: Profit Or Peril?

    Although more detail and attention may be needed, ETFs can be shorted - and at a great profit.
  16. The Risks Of Investing In Emerging Markets

    In a volatile market, domestic investing can be risky. Many investors choose to look overseas for diversification - but that strategy comes with its own unique threats.
  17. A Guide To Investor Fees

    Fees are one of the most important determinants of investment performance and something that every investor should know.
  18. The Magic Numbers Of Retirement

    Don't forget these numbers when planning for your golden years.
  19. Introduction To International REITs

    Avoid being left behind as REITs expand beyond U.S. borders.
  20. 6 Ways To Calculate How Fast You'll Run Out Of Retirement Funds

    One of the key aspects of retirement planning is determining the amount of time that it will take for you to exhaust your retirement savings.
  21. Moving Retirement Plan Assets: How To Avoid Mistakes

    Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.
  22. Active ETFs: Higher Cost Vs. Added Value

    Choosing between passive and active ETFs depends on your beliefs about active management's value.
  23. Benchmark Your Returns With Indexes

    If your portfolio is always falling short, you may not be making an apples-to-apples comparison.
  24. Why Small Retirement Savings Count

    Don't be put off by the $1 million retirement savings figure; even small savings are worth having.
  25. Introduction To Social Security

    You've probably contributed to this fund, but will you reap the benefits? Find out here.
  26. 7 Bad Excuses For Not Saving For Retirement

    Unfortunately, these reasons don't hold up when it comes to putting off retirement savings.
  27. SIMPLE IRA Vs SIMPLE 401(k) Plans

    See the differences that may cause an employer to choose one plan over the other.
  28. 5 Unusual IRA Investments Options

    These investment vehicles are less common, but could provide great returns while diversifying your retirement holdings.
  29. ETF Liquidity: Why It Matters

    Lower levels of liquidity in exchange-traded funds make it harder to trade them profitably.
  30. The Rapture Retirement Plan

    The May 21 "Rapture" has come and gone, but many people still live their financial lives like they expect the world to end.
  31. 5 Ways To Generate Income During Retirement

    Find out how to add supplementary income to your retirement savings and live comfortably in your golden years.
  32. Retirement Savings: Tax-Deferred Or Tax-Exempt?

    There advantages and disadvantages to both types of savings accounts. Find out which one is right for you.
  33. 5 Retirement Planning Mistakes You Might Already Be Making

    If you're making any of these mistakes you might be delaying your golden years.
  34. Mutual Fund Or ETF: Which Is Right For You?

    Learn the differences between these investment products and how to take full advantage.
  35. The 401(k) Investor: A Retirement Plan That Works

    "Save as much as I can" isn't going to cut it. You need an effective approach to make sure your retirement nest egg doesn't fall short.
  36. 6 Benefits Of Retiring Later

    Early retirement is a pipe dream for most Americans. But the reality is, there are some perks to stretching out the lifespan of your career.
  37. Options On Gold And Silver ETFs

    Trading the commodities can mean extra expenses. These commodity-based ETFs give you the flexibility of trading like stocks.
  38. A Guide To Investing In Oil Markets

    Find out how to take advantage of this market without having to open a futures account.
  39. The Danger Of A 401(k) Flameout

    It looks like the 401(k) has failed, but what are the repercussions, and how can you protect yourself?
  40. A Primer On Defined-Benefit Pension Plans

    Most of us will rely on a pension plan in the future, so it's best to know the details of the various plans before signing up.
  41. 9 Things To Know About Retiring In 2011

    Retiring is a big step. Find out how to get prepared now.
  42. Retiring Without A 401(k)? Here's What To Do

    While you are a disadvantage, it doesn't mean you can't make your retirement budget work without a company-sponsored plan.
  43. Why You Shouldn't Retire Away From Home

    Retiring in a tropical paradise may seem attractive, but consider these factors before packing your bags.
  44. 6 Places To Retire For Low Income Taxes

    These states offer unique tax benefits for their long-term citizens.
  45. Fees Big Investors Don't Pay

    Find out about the big savings that wealthy traders enjoy over smaller investors.
  46. Can You Deduct Your IRA Contributions?

    We help you answer this important question, which is determined by whether you are considered an "active participant".
  47. Do Canadians Really Pay More Taxes Than Americans?

    We look at the difference in tax rates and services offered on both sides of the border.
  48. An Overview Of Retirement Plan RMDs

    Make your deadlines for required minimum distributions and save more of your nest egg.
  49. The Great Canadian Tax Quiz

    How much do you know about the taxes you pay? Here's a list of 10 tax questions to test your knowledge.
  50. How To Correct Ineligible (Excess) IRA Contributions

    Eager to save for retirement? Learn how to avoid overpayment penalties.
  51. Canadians: The 5 Fastest Ways To Save For A Down Payment

    Some methods of saving for a down payment are faster than others. Here are five tried and true ways to get into a house faster.
  52. Business Owners: How To Set Up An SEP IRA

    SEP IRAs are simple to set up and run, making them a popular choice for business owners.
  53. Tips For Moving Retirement Plan Assets

    Moving assets is common when changing jobs or retiring, but you have to do this carefully to avoid penalties.
  54. Top Tax Tips For Retirees

    Filing your taxes during retirement can be just as time consuming as when you were employed. We have some tips to help you out.
  55. An Introduction To Correcting Ineligible IRA Contributions

    Eager to save for retirement? Find out how to avoid overpayment penalties.
  56. 5 Things To Consider When Choosing Where To Retire

    Climate, taxes and property values all play a part in selecting the best places to retire.
  57. Tax Deductions You May Be Missing

    Knowing the tax deductions you're entitled to can make or break your bank account.
  58. Getting Through The Medicare Part D Maze

    Having trouble sorting through your prescription drug coverage options? We offer some solutions to the confusing process of selecting the right Medicare Part D coverage for you.
  59. Choosing The Best Disability Insurance

    Social Security benefits can be hard to collect. Find out why you need disability insurance to protect your income, and learn how to choose the right policy for you.
  60. 5 Growing Jobs For Retirees

    We'll look at the industries and specific jobs that are attracting post-retirement employees, and post-retiree jobs with good prospects.
  61. Wrap It Up: The Terms And Benefits Of Managed Money

    Find out if fee-based investing is right for you, by learning its terminology and types of investment vehicles.
  62. 10 Tax Benefits For The Self-Employed

    Running your own business has both personal and financial perks.
  63. 6 Problems With 401k Plans

    If you pay attention to the problems here, you will be able to avoid the negative effects and meet your retirement goals.
  64. TFSA Or RRSP?

    Canadians now have two options for retirement savings. Find out how to figure out which one's best for you.
  65. What Billionaires Do After Retirement

    Retirement as a billionaire may sound like heaven, but for some, their work has only begun once they collect their gold Rolex.
  66. Increase Your Tax Refund With Above-The-Line Deductions

    Find out about these deductions and how you can use them to lower your tax bill.
  67. An Overview Of Annuities

    These contracts provide a guaranteed income stream. Learn how they work and their benefits.
  68. 5 Investments You Can't Hold In An IRA/Qualified Plan

    The list of prohibited investment vehicles is short, but it's important to know what is off limits.
  69. The 5 Consequences Of A Working Retirement

    Our vision of retirement is rapidly changing, as many Americans fully expect to work through their golden years. Find out the pros and cons of being employed for life.
  70. 5 Careers You Never Retire From

    If you'd like the option to continue working in your field into your golden years, check out these careers.
  71. Strategies For Determining The Market's True Worth

    Learn the strengths and weaknesses of passive and active management when trying to uncover the overall market's worth.
  72. 4 Alternatives To Traditional Mutual Funds

    A rich offering of attractive alternatives have the open-ended mutual fund facing obsolescence.
  73. Surviving Without The Social Security COLA

    The cost of living adjustment has been eliminated; we look at the options retirees have to make up for this shortfall.
  74. How To Save More For Your Retirement

    The Economic Growth and Tax Relief Reconciliation Act of 2001 made it easier to prepare for the future. Will you be ready?
  75. 5 Top CEOs On Twitter

    These high-powered CEOs are on Twitter, sharing their thoughts on business, politics and current events. Find out what's on these millionaire CEOs' minds.
  76. Top 3 Challenges Facing Social Security

    The first official Social Security card was given out in 1936 and while the system is still paying out, a lot has changed.
  77. Top 10 Tips For A Financially Safe Retirement

    You've worked hard to secure enough to retire, so make sure you keep it safe.
  78. The Redefined Retirement Dream

    After 2008's market crash, the pretty picture of retirement looks very different. Learn what the new definition of "retirement" will mean for you.
  79. A Social Security Reality Check

    Recessions and depleted Social Security funds could derail your post-work plans. Find out how to stay on track.
  80. The 10 Most Important Tax Tips Of 2010

    Make the most of the last few days of the year by taking advantage of these 10 tax tips before 2010 ends.
  81. Financial New Year's Resolutions You Can Keep

    Start the year off right by evaluating your financial health and setting new goals.
  82. The Millionaire's Retirement Plan

    We show you how to hit the millionaire mark step by step.
  83. 10 Money-Saving Year-End Tax Tips

    Getting organized well before the deadline will curb your frustration and your tax liability.
  84. 7 Signs Your Pension Fund Is In Trouble

    Even if you're lucky enough to have a pension plan, you can't assume it'll pay out.
  85. Tips On How To Use IRAs To Boost Retirement Savings

    According to the Trustees of the Social Security Fund, the fund will be depleted by 2037. Are you ready?
  86. Retiring In 2011? What You Need To Know

    If you stay abreast of economic and legislative developments and adapt to new circumstances, you can still retire with confidence.
  87. 5 Steps For Avoiding Retirement Postponement Syndrome

    People who work to organize their finances can avoid postponing retirement and plan for the future.
  88. 3 Retirement Account Rules To Know

    Stay up-to-date on regulation amendments to avoid penalties as well as take advantage of new opportunities.
  89. 6 Things To Know About Social Security In 2011

    Staying aware of the changes in this important government program will help you be better prepared in both your present and future financial planning efforts.
  90. What's The Difference Between Medicare And Medicaid?

    One program is for the poor; the other is for the elderly. Learn which is which.
  91. 3 Common Excuses For Not Contributing To A Retirement Plan

    If you're not participating in your employer-sponsored retirement plan, there may be some easy solutions.
  92. Introduction To Currency Futures

    The forex market is not the only way for investors and traders to participate in foreign exchange.
  93. 401(k) Fees You Need To Know

    Many workers are largely unaware of the various fees that their plans charge them, or what the fees are for.
  94. 6 Important Retirement Plan RMD Rules

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
  95. Top 10 Tips For A Financially Safe Retirement

    You've worked hard to secure enough to retire, so make sure you keep it safe.
  96. 10 Steps To Tax Preparation

    Follow these simple steps to get you ready for April 15.
  97. Can Investors Trust The P/E Ratio?

    The P/E ratio is one of the most popular stock market ratios, but it has some serious flaws that investors should know about.
  98. How Much Social Security Will You Get?

    You've been paying in for years - now it's time to find out what the system owes you.
  99. 5 Tricks For Stretching Your Social Security Benefits

    Here are five clever tips for stretching your Social Security dollar as far as possible.
  100. Should You Convert To A Roth IRA In 2010?

    Learn how to keep more of your money out of the tax man's pocket come retirement.
Marketplace
Trading Center