Retirement Articles

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  1. How to Decide Where to Live in Retirement

    Here's a guide to help you decide where and how you want to live after retirement.
  2. Watch Out for These Hidden Pension Fees

    You’re not likely to even detect pension fees unless a pension fund puts them in disclosure documents. But more recipients ...
  3. Will State-based Auto IRAs Be Nixed by Trump?

    Will a new law that encourages states to develop IRA-based savings programs survive under the Trump administration?
  4. Do You Owe Taxes on Your 401(k) When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type. You ...
  5. Buy a House in the Philippines: A How-To Guide

    Foreign-ownership regulations make it a little tricky, but plan right and you can have a home in paradise.
  6. Life Insurance: How Much Does Age Raise Your Rate?

    If you need life insurance, try to get it before your next birthday. Here's why.
  7. Saving for College: 7 Options to Consider

    There are many options choose from when you're looking for the right educational savings plan for your child.
  8. Divorce and New Social Security Rules: What to Know

    Here’s what you need to know about divorce and Social Security under the new rules that went into effect earlier this year.
  9. ETFs: Coming Soon to 401(k) Plans

    The new fiduciary rule could drive more 401(k) plans to include ETFs, which are typically lower cost investments than mutual ...
  10. The Behavior That Helps You Increase Your Returns

    Has your financial advisor talked to you about the factor that makes or breaks financial success?
  11. Using Estate Planning to Divide Your Assets

    Because there are many nuances to asset distribution, an estate plan should be customized for you and your family.
  12. 10 Social Security Secrets to Boost Your Benefits

    If you know and apply these 10 Social Security secrets, you can increase your monthly benefit check, often substantially. ...
  13. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  14. 5 Ways to Reduce Taxes When You Are in Retirement

    There are lots of ways to reduce your tax burden in retirement without getting into trouble with the Internal Revenue Service. ...
  15. 5 Critical Steps to Take Before You Retire

    Exiting the workforce soon? You need to make sure your financial house is in order. These actions will help you on your way. ...
  16. Will the Social Security Cap Increase Help It Last Longer?

    The Social Security cap increase will be 7% in 2017, but even that may not be enough to keep Social Security from running ...
  17. Medicare Costs to Rise for Most in 2017

    Most senior citizens will see their Medicare expenses rise in 2017.
  18. How Trump Could Change the Retirement Landscape

    Here are some ways that the Trump administration may impact the retirement landscape.
  19. 4 Options for Your Old 401(k) If You Change Jobs

    These are the four options available for your old 401(k) when you leave a job.
  20. 3 Things Retired Clients Should Do Before Year-End

    These are the three most important things retired clients should review before the end of the year.
  21. 4 Compensation Plans for Wealthy Earners

    Here's what advisors need to know about non-qualified deferred compensation plans.
  22. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  23. Thinking About Life Insurance as Income Protection

    U.S. households rank owning adequate life insurance toward the bottom of the list of nine common financial goals. Here's ...
  24. Best ETFs For An Early Retirement (PEY, AGG)

    Based on today's markets, which ETFs could you buy in 2013 that'll provide the best opportunity for an early retirement? ...
  25. How to Retire with Just $500,000 Saved

    Here are three types of investments that can help generate a higher level of retirement income than Treasury securities without ...
  26. Your Checklist for Open Enrollment Season at Work

    Open enrollment season has arrived, and that means you need to choose your health insurance benefits for 2017. This checklist ...
  27. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  28. Top 4 Financial Pitfalls to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  29. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  30. Consider the Costs of Your Retirement Location

    Where you officially call home can make a difference in your retirement lifestyle, as it impacts your taxes and other cost ...
  31. How to Navigate Social Security Claiming Changes

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  32. 2017 COLA Adjustments: An Overview

    These are the key cost of living adjustments you need to know for 2017.
  33. ETF Liquidity: Why It Matters

    Lower levels of liquidity in exchange-traded funds make it harder to trade them profitably.
  34. Building An All-ETF Portfolio

    Balance is the key when selecting an all-ETF portfolio that will hedge against market volatility.
  35. How to Make a Solid Annual Rebalancing Plan

    An annual portfolio rebalancing plan can preserve your original asset allocation and reduce risk while improving overall ...
  36. Is there any way to opt out of paying Social Security?

    Understand more about the purpose of the Social Security system and learn which groups of taxpayers are automatically exempt ...
  37. Retirees Are Falling Short in This One Special Area

    Here's why many of the thousands of people retiring revery day are less prepared for retirement than ever before.
  38. What Happens to Trump's Businesses When He Becomes President

    President-elect Trump plans to put his businesses into a blind trust to avoid conflicts of interest in office.
  39. Why Broker-Dealers Disagree on Commissions in Retirement Plans

    Morgan Stanley and Ameriprise plan to continue charging their clients commissions in their retirement accounts despite the ...
  40. The Flaws in 403(b) Retirement Plans for Teachers

    Here's a look at the many issues with teacher retirement plans, also known as 403(b) plans.
  41. How to Help Clients Avoid Late IRA Rollovers

    Here are the things advisors need to consider when advising clients on late IRA rollovers.
  42. When an Estate-Planning Consultant Makes Sense

    Hiring a certified estate-planning consultant is almost never a bad idea, especially as the cost of a mistake can be years ...
  43. Should You Have a Supplemental Retirement Plan?

    A supplemental retirement plan can enhance your ability to set aside money for retirement when you've exhausted other savings ...
  44. Why You Need to Update Retirement Account Beneficiaries

    The designation of beneficiaries in retirement accounts takes precedence over a will. Don't forget to keep them updated. ...
  45. Here's Your End of the Year Financial Checklist

    Here’s a checklist for some financial housekeeping that can be addressed now—before you’re up to your neck in gift wrap and ...
  46. Impact of Continuing to Work in Retirement

    What if you just kept working instead of retiring when you reach 65 or 66? Here's how to calculate how it would affect your ...
  47. What Trump's Presidency Means for Advisors, Retirement

    How could the Trump Administration's policies impact financial advisors and savers?
  48. Online Estate Planning: Is It Right for You?

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  49. Add It Up: Key Retirement Numbers

    Learn these magic numbers for a comfortable retirement. Here's how one investment manager calculates how much you'll need.
  50. Can You Retire In Italy With $200,000 of Savings?

    The secret: If you want to live in Italy on a budget, you need to live like an Italian, not like an American movie star.
  51. Avoid These 4 Roth IRA Mistakes in Estate Planning

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  52. 7 Ways to Reduce Healthcare Costs in Retirement

    When it comes to retirement, one of the big, unknown costs can be healthcare. Finding ways to reduce those costs is a necessity ...
  53. Social Security and Medicare: Where Do Clinton and Trump Stand?

    Changes will have to be made (and made soon) to preserve Social Security and Medicare for future generations. So why isn't ...
  54. Dollar-Cost Averaging With ETFs

    If you are investing small amounts regularly into an exchange-traded fund, be sure to do it right.
  55. How to Minimize Estate Taxes via Charitable Giving

    Here are several ways to reduce your taxable estate while providing a gift to a worthwhile cause.
  56. How to Set up a Trust Fund If You're Not Rich

    You don't need to be wealthy to create your own trust fund. Here's why and how to go about it.
  57. 6 Great Retirement Websites and Other Online Tools

    If you’re approaching retirement – or already there – here are six retirement websites packed with helpful information and ...
  58. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money ...
  59. Including Social Media Accounts in Estate Planning

    A lot can happen to your social media and email accounts when you pass away. Planning ahead will save loved ones a lot of ...
  60. The Best Investment Strategies for a Low-Yield Environment

    Our current economic environment is challenging, so you need to have the best investment strategies for your situation. A ...
  61. 4 Tips for Retiring in Puerto Rico

    If beaches are your thing, Puerto Rico is likely on your radar as a retirement destination. Here's what else to know before ...
  62. 11 Social Security Calculators Worth Your Time

    The safest Social Security calculators to use when figuring benefits are on the official website. The best are the ones that ...
  63. What Does it Cost to Retire in Belize?

    Find out how much monthly income you need to retire comfortably in Belize, a subtropical paradise with jungle landscapes, ...
  64. The Basics of a 401(k) Retirement Plan

    This plan has become one of the most popular retirement options. Here's why.
  65. Avoid the Downsides of Downsizing in Retirement

    Done right, downsizing can still be a good idea. You can have more money, simplify your life, and reduce home-maintenance ...
  66. Delaying Taking Social Security: What to Consider

    Ready to cash in on your retirement? Here's how waiting to take Social Security can save you money in taxes and other ways, ...
  67. The 5 Best Places to Retire in North Carolina

    Natural beauty, a reasonable cost of living and affordable housing give you ample choice when it comes to the best places ...
  68. Strategies for a Worry-Free Retirement

    Worried about retirement? Here are several strategies to greatly reduce the chance your nest egg will end up depleted.
  69. Pension Payout Options: What You Need To Know

    Here's what needs to be considered if you have the option of either taking a lump sum payout or a monthly benefit from your ...
  70. Estate-Planning Software: Pros and Cons

    Estate-planning software, while no substitute for a lawyer, can provide education and even be a way to create documents for ...
  71. 4 Books Every Retiree Should Read

    Learn more about the current financial situations retirees are facing and discover four books that every prospective and ...
  72. 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 ...
  73. The Best Strategies to Maximize Your 401(k)

    Use these tips to watch your retirement nest egg grow from quarter to quarter.
  74. Change These 5 Habits & Build Up Your Nest Egg

    Saving for retirement is a long-term goal. See if any of these five easy-to-get-into habits are quietly undermining your ...
  75. How to Help Clients Invest an Inheritance

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
  76. Retirement for Advisors: Transitioning to a Lifestyle Practice

    Advisors who are nearing the end of their careers also need to think about how they would like to transition out of their ...
  77. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  78. 6 Things Retirees Should Know About Obamacare

    How will health insurance coverage change when you stop working? Here is a need-to-know short list of factors.
  79. The 5 Best Places to Retire in Oregon

    The best places to retire in Oregon all have something in common: abundant natural beauty. However, it isn't among the cheaper ...
  80. 403(b)s Among Plans Not Covered by New Fiduciary Rule

    Some retirement plans, including 403(b)s, are not covered by the DOL's new fiduciary rule. Here's what it means.
  81. 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.
  82. Save on Retirement's 4 Biggest Expenses

    Here's how to save where you can while you enjoy the fruits of all those years at the office.
  83. 6 Surprising Facts About Retirement

    With the shift away from pensions, workers are becoming more responsible for their own retirement needs. Unfortunately, many ...
  84. How to Calculate the Value of Annuities

    Here's everything you need to account for when calculating the present and future value of annuities.
  85. Is a Deferred Retirement Option Plan Right for You?

    Deferred retirement option plans are a lesser-known type of employer-sponsored retirement plan that may prove beneficial ...
  86. 8 Ways to Keep Down the Cost of Senior Care

    The cost of senior care today is off the charts. If you haven’t reached retirement age, what can you do to keep expenditures ...
  87. "The Guy Who Gets Hosed is the Little Guy": Former Senator Simpson

    What will it take to save Medicare and cure Social Security? Robert Reich and Alan Simpson had much to say about both (and ...
  88. Helping Clients Make Better Decisions About Social Security

    Advisors should be able to disarm a client's tendency to make poor decisions about Social Security filing to keep the client ...
  89. 15 Ways to Reach Your Financial Goals

    This checklist of 15 important items to consider before the calendar year ends will help get or keep your finances on track.
  90. Before You Retire, Ask Yourself These 5 Questions

    The thought of retirement can be daunting for some. Here are five things to ask yourself that should help prepare you to ...
  91. How an Efficient Retirement Plan Can Save Money

    Without a comprehensive, optimized retirement plan, inefficiencies develop and retirees lose money through unnecessary fees, ...
  92. How Grey Divorce Can Hurt Women's Retirement More

    Research shows that divorce later in life is having a disproportionately higher financial impact on women than on men.
  93. 6 Companies With Exceptional Retirement Plans

    These companies realize that it’s important to take care of their employees not only now but also in the future. Each offers ...
  94. The 5 Top Rules of Thumb for Retirement Savings

    Follow these 5 strategies and set yourself up for a sane and comfortable retirement. Starting early is best, but it's never ...
  95. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  96. Is the Middle Class Giving Up on Retirement?

    Americans aren't completely giving up on retirement, but many haven’t put away enough to take off at the traditional age ...
  97. Top 5 Debit Cards for Teens

    Help your kids learn the basics about money with a top debit card that doesn't saddle them with big fees and charges.
  98. Stretching Retirement Plans for Clients Who Live to 115

    What are the financial implications of living until age 115—and how do they impact your retirement planning?
  99. Financial Advice Can Lead to Extra 3% Boost in Your Returns

    Studies show that advisors usually earn their keep by functioning as behavioral coaches for their clients rather than from ...
  100. Why Universal Life Insurance Can Be a Bad Investment

    Universal life insurance may not be the best investment choice for estate planning. Here's why.
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