Retirement Articles

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  1. The Frugal Senior's Guide to a Comfortable Retirement

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  2. Reverse Mortgages: Has Their Time Arrived?

    The perception of reverse mortgages is changing. They can be an integral part of a carefully crafted retirement plan.
  3. Tips to Help Your Clients Make the Most of RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  4. 3 Tips to Follow for Your Personal Financial Plan

    These three tips will help you determine what is most important to you, and place it at the heart of your financial plan.
  5. Retirement & Succession Plans for Financial Advisors

    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  6. Financial Planning Tips for the End of the Year

    Taking the time to review your year-end financial planning should be an important agenda item well before the year actually ...
  7. Help Female Clients Before They Claim Social Security

    Women who are retiring or getting close to it would be wise to seek professional advice before claiming their Social Security ...
  8. Small Business Retirement Plans You Should Know

    For many reasons, it is important for the small business owner to have a retirement plan in place. Here are some options. ...
  9. Benefit From Senior Discounts

    With next year's Social Security COLA raise a measly 0.3%, seniors have yet another reason to turn to discounts to save money.
  10. How to Help Clients Manage Roth IRA Distributions

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  11. How to Retire Early and Cover Your Healthcare Costs

    Here's how the Affordable Care Act, or Obamacare, can help you retire early despite the rising cost of healthcare.
  12. Best U.S. Cities for Retiring on $30,000 a Year

    Living comfortably on $30,000 a year in retirement is doable (even in the U.S.) if you scout out places that make it easier ...
  13. Social Security Announces Meager 0.3% COLA

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  14. Taxes 101 for Retirees

    Retirees who don't understand the tax rules regarding their income may end up with a higher tax liability.
  15. Let’s Retire Retirement

    At a recent BlackRock Retirement Roundtable, we discussed the different ways that our current concept of “retirement" is ...
  16. Can Retirees Live in Military Housing?

    If you are retired from the armed forces but still want to live in military housing, you may be in luck.
  17. Don't Retire Poor: Avoid These 4 Mistakes

    If you don't want to retire poor, be sure to avoid these four mistakes.
  18. Work for the Government? Top Retirement Strategies

    Government employees don't receive Social Security and 401(k)s for their government work. Learn about other tools to plan ...
  19. 5 Best Cruise Lines for a Recent Retiree

    The best cruise lines plan everything for you – the food, the entertainment and the itinerary. But pick a line with a compatible ...
  20. The Financial Risks of Dementia in Retirement

    The cost of dementia treatment and care should be one of the many things factored into a retirement plan.
  21. Yes, You Can Manage Your Own Retirement!

    Discover how to get started planning for and managing your retirement by making simple, deliberate steps towards financial ...
  22. You Should Factor Time Into Financial Planning

    Here's how you could use your time differently to bring in more revenue, improve the relationships in your life or change ...
  23. 3 Simple Steps To Building Wealth

    Getting richer is easier if you take it one step at a time.
  24. 5 Signs You're Spending Too Much in Retirement

    You're finally retired – free to have all the adventures you've dreamed of. Just be sure you have a budget and watch for ...
  25. 3 Signs You Have Retirement Disillusionment

    Everyone has an idea about what their retirement will look like but often the reality is far from the expectations.
  26. Why Clinton and Trump Aren't Talking About the Retirement Crisis

    Both Hillary Clinton and Donald Trump have stayed silent on voters' top economic worry. Here's why:
  27. 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 ...
  28. How Much Millennials Need to Save for Retirement

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  29. Know How a Reverse Mortgages Work?

    The basics of getting a reverse mortgage, with detailed information on how to qualify and what to watch out for.
  30. Can I Retire In Portugal With $200,000 of Savings?

    Your savings (and your Social Security) will go surprisingly far on the sun-soaked shores of Portugal. Here's how to figure ...
  31. Estate Planning for Beginners, Part Two

    If you die without a will, what happens to your assets? Here's how the state you live in can determine who will inherit your ...
  32. It's Time for Your Annual Medicare Check Up

    The annual enrollment period for Medicare is about to start. Taking the time to examine your options around this time each ...
  33. The Path to Setting Financial Goals for Your Future

    To live comfortably now and in retirement, setting financial goals for the short-, mid- and long-term is crucial. Here are ...
  34. How Baby Boomers are Pushing ETF Growth

    A new report reveals that Baby Boomers are the generation most interested in ETFs, the growth of which continues to mushroom. ...
  35. How to Retire on a Cruise Ship with Less Than $1 Million

    Cruising the high seas permanently in retirement doesn't necessarily require a million-dollar nest egg.
  36. Four 401(k) Benefits You Should Take Advantage Of

    If you’re saving for retirement through your employer, there are certain 401(k) benefits that can make planning for retirement ...
  37. The 4 Essential Elements of a Retirement Plan

    Learn about the four essential elements of an effective retirement plan, including maximizing your contributions and understanding ...
  38. How a Roth IRA Works After Retirement

    What retirees need to know about taxes, distributions and passing on your unspent savings to the next generation.
  39. Healthcare Documents You Need In Place Right Now

    If you become incapacitated, here are some documents that should be in place to say who is authorized to speak on your behalf.
  40. Are High 401(k) Fees Putting Your Retirement At Risk?

    Research shows that most people don't know they are paying any fees in their 401(k) plan. These fees can eat away at investments.
  41. Teachers: Get Schooled on Your Retirement Strategies

    If you're a teacher, you have unique circumstances when it comes to planning for a successful retirement. It's important ...
  42. Retirement Investment Strategies by Age

    Saving and investing for retirement ideally should begin the moment you start working — if not before — and continue well ...
  43. How to Keep Life Insurance Costs Down

    Curbing all costs and expenses is a priority for most people and buying life insurance is no different. Here's how to go ...
  44. Americans' Biggest Retirement Fear: Outliving Money

    No matter how strong your retirement plan may be, longevity risk - the fear of outliving your money - is real. How are Americans ...
  45. Retirees: 7 Lessons from 2008 for the Next Crisis

    When the last big market crisis hit, many retirees ran to the sidelines. Next time, there are better ways to manage your ...
  46. 10 Ways to Save Your Retirement: It's Not Too Late

    It's not too late to start saving for your retirement, even if you took longer to start thinking about it and doing something ...
  47. Financial Independence Is More Than Just A Number

    Managing financial independence is not a set-it-and-forget-it thing. Maintaining a balance between lifestyle and your financial ...
  48. Start Your Financial Plan by Talking About Money

    The ability to take control of your financial life and determine what wealth means to you begin with a simple conversation.
  49. Estate Planning for Beginners, Part One

    Where do you start with estate planning? Here's a helpful outline to make sure your assets go where you want them to in the ...
  50. Ten Social Security Questions Everyone Asks

    The average American doesn’t know enough about Social Security. Here are answers to 10 of the more common questions people ...
  51. Merrill Drops Commission Retirement Offerings

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts.
  52. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  53. How to Help Women Who Are Single in Retirement

    The majority of women over the age of 65 are single. Here are five ways advisors can help these clients prepare for and manage ...
  54. Social Security Tips for Divorced Retirees

    These tips will help divorced retirees navigate recent changes to the laws covering Social Security benefits.
  55. How to Make Your Own Retirement Fund

    Making sure you have a large enough nest egg to retire on is a challenge. Here's how to accomplish the task, one step at ...
  56. Best Possible Retirement: 4 Things You Can Control

    You can't control the economy or the stock market, but you can time 4 crucial moves that will make a big difference to your ...
  57. 9 Top Tips on How to Retire Like the Rich

    What can you learn from the wealthiest investors when it comes to saving for retirement? Here are their top tips.
  58. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  59. Target-Date ETFs in a 401(k)? Probably Not. Here's Why

    Target-date ETFs aren't likely to become a popular offering in defined contribution plans any time soon. Here's why.
  60. 4 Estate Planning Documents You Need to Have

    Here's the lowdown on the four essential legal documents you need—right now—to have in place before you die.
  61. The 10 Cheapest, Safest Retirement Countries in the World

    If you are looking to retire somewhere with a lower cost of living – and a peaceful environment – these 10 nations offer ...
  62. Top 5 Things to do When You Retire

    Substitute "when you retire" for "when you grow up" and it's the same open ended question. Here are some universal ideas ...
  63. Are Retirement Villages a Good Investment?

    Demographic trends suggest that the days ahead are bright for retirement villages. But that doesn't mean they're foolproof ...
  64. Is the Roth IRA Under Threat?

    Roth IRAs are one of the most popular retirement savings accounts. Could Congress ever decide that too much money is being ...
  65. 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.
  66. Is it Smart to Avoid Paying Federal Income Tax?

    Not paying federal income taxes might sound appealing, but is it really a good idea?
  67. 401(k) vs. IRA: Which to Fund When

    Here are some points to remember as you're choosing where to put your retirement savings.
  68. How New IRA Rollover Rules Impact Your Clients

    The IRS has made it easier and less costly for clients who miss the 60-day IRA rollover window.
  69. 6 Tips to Stop Worrying About Retirement

    Try some creative thinking and these smart moves to take the pressure off.
  70. How to Avoid Costly Social Security Mistakes

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  71. How an IRA Works After Retirement

    You've read a lot about saving for your future retirement with IRAs. But what happens to the account when the future is here, ...
  72. Top 5 Most Common Personal Finance Goals for Millennials

    As the millennial generation gets older, members are entering the workforce and developing personal finance goals, including ...
  73. 3 Most Popular Charitable Investment Accounts

    Charitable investment accounts aren't just for the wealthy. There are several options for donors who want to manage their ...
  74. The Importance of Making an Annual Financial Plan

    Making an annual financial plan is a smart way to ensure staying on track with your retirement, savings and investing goals ...
  75. When Should Retirees Downsize Their Home?

    When should retirees downsize homes? The answer is based on your individual circumstances. Here are some things to consider.
  76. 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.
  77. Closing in on Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  78. How Retirees Should Think About Market Corrections

    Stock market corrections can be scary for retirees living off their investment income. Panic isn't an option. Retirees can ...
  79. 6 Cities in Puerto Rico for Retirement and Vacationing

    Learn about some of the most popular retirement destinations in Puerto Rico, and decide whether this U.S. territory is the ...
  80. 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 ...
  81. This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  82. How to Use Tax Mapping to Cut Taxes in Retirement

    Use these tax-mapping moves as part of a long-term plan to reduce taxes in retirement.
  83. How to Validate Your Retirement Assumptions

    Here's how to validate your critical retirement assumptions with forward-looking measures to avoid shortfalls.
  84. The Top 5 Social Security Mistakes to Avoid

    Social Security claiming strategies can be complex. Be sure to avoid these mistakes.
  85. Early Retirement? Consider These 6 Places

    Early retirement can be a reality if you invest wisely and consider a move to a city where your nest egg can go the distance ...
  86. Why Early Retirement Is a Bad Idea

    8 good reasons to put off your retirement date
  87. Annuities: Coming Soon to Your 401(k) Plan?

    A new bill aims to make it less difficult for employers to incorporate annuities into their retirement plans.
  88. Fiduciary Rule Will Improve 401(k) Transparency

    Employer-sponsored 401(k) plans have come under scrutiny, as it turns out many employee participants don't know how their ...
  89. Keep Your Financial Independence in Retirement

    These five steps can help seniors protect their money and maintain their financial independence during retirement.
  90. Late IRA Rollovers Get Relief From IRS

    The new self-certification process will make it much easier and cheaper to correct a late rollover of a qualified retirement ...
  91. Why Your 401(k) Is More Important Than You Think

    If you are thinking of dipping into your 401(k), think again. It’s one of your best sources of retirement income.
  92. It’s Time to Ace Retirement

    Many people have doubts about whether or not they would have enough saved up for retirement. Here are some things you can ...
  93. Retirement: Why the First Decade is the Most Crucial

    Retirement doesn't mean retiring from managing finances. And the first decade of retirement is the most crucial. Here's why ...
  94. Why Save for Retirement in Your 20s?

    You're probably paying off your student loans and retirement is 40 years away. Shouldn't you focus on eliminating debt and, ...
  95. Strategies to Retire Abroad and 7 Countries to Consider

    Not that you always need citizenship to establish a home in a new country. Permanent residency might do just as well.
  96. Maxing Out Your 401(k) is Profitable: Here's Why

    It's shocking, but most American workers (73%) have no 401(k) retirement funds. Start saving now to anchor your retirement.
  97. 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.
  98. Are We in a Baby Boomer Retirement Crisis?

    Data paints a gloomy picture for Baby Boomers and their retirement. So how bad is it? We take a look at the latest research. ...
  99. What Does It Cost to Retire in Costa Rica?

    Tally up the costs associated with taking your retirement in Costa Rica, and determine whether you have what it takes to ...
  100. 4 Essential Steps to Take Before Retirement

    You owe it to yourself to head into retirement prepared. Here are four steps to help outline your best possible plan.
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