Retirement Articles

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  1. How to Cut Healthcare Costs in Retirement

    The rising cost of healthcare is a scary prospect for many retirees. Here's what you can do to try and keep such costs as ...
  2. Keeping Drug Prices Down When You’re Retired

    Prescription drug prices have doubled in seven years, and seniors are really feeling the crunch. What options do retirees ...
  3. Deferred Compensation Plans for Nonprofits

    Learn about the two types of deferred compensation plans that nonprofit companies can use to allow high-ranking employees ...
  4. How to Navigate a Lousy 401(k) Plan

    Here are some strategies to help clients who have a less-than-stellar 401(k) plan.
  5. 5 Simple Steps for Setting Smart Investing Goals

    One of my favorite financial advisor mantras is that it’s not always what you own, but why you own it, that counts. Learn ...
  6. 5 Fabulous Behaviors of Financially Successful Women

    In a day like today, International Women’s Day 2016, we hope to take steps to normalize the conversations between money, ...
  7. What's the Tax Hit on an IRA Withdrawal?

    How much taxes you'll pay on IRA withdrawals depends on a variety of factors. Use this guide to plan ahead.
  8. The Top-Paying Jobs for People 65 and Older

    Nearly one in five people age 65 and older are still working. If you plan to be one of them, here are five top-paying jobs ...
  9. Can Immigrants Over 65 Receive Social Security?

    Under some circumstances, the answer is yes. Here's how the rules work.
  10. Is American Airlines Stock Suitable for Your IRA or Roth IRA? (AAL)

    Learn about the long-term investment thesis for American Airlines. Find out if American Airlines' stock is right for your ...
  11. Why Age 70 is Pivotal for Retirement Planning

    Age 70 marks the time that you will have to start thinking about RMDs for real, but it's better to start planning for them ...
  12. Robo-Advisor Platforms: Vanguard vs. BlackRock

    BlackRock and Vanguard have both added robo-advisor platforms recently. How do they compare?
  13. What Larry Ellison's Portfolio Looks Like

    Discover how ex-CEO and multibillionaire Larry Ellison is building a massively extravagant real estate portfolio, as well ...
  14. How Much Money You Need To Retire In Cambodia

    Retiring Boomers have good reason to take a new look at Cambodia for its low cost of living and welcoming ways
  15. Retire In Cambodia With $200,000 of Savings?

    A pleasant lifestyle in Cambodia makes it attractive to retirees. Here's info for researching your budget.
  16. How Social Security Benefits are Taxed

    The tax impact of Social Security benefits is often misunderstood. Here's how advisors can help clients manage their tax ...
  17. How to Value Art and Dodge the IRS on Death Taxes

    Appraising artwork can be a very inexact process, and an estate could face penalties from the IRS for undervalued works. ...
  18. 5 Top Career Changes for People 65 and Older

    Interested in a new career path but not sure where to start? Here are five top choices.
  19. Is Celgene Stock Suitable for Your IRA or Roth IRA? (CELG)

    Learn why Celgene stock is a good addition to your traditional or Roth IRA; which vehicle is better depends on your income ...
  20. Is Chesapeake Energy Stock Suitable for Your IRA or Roth IRA? (CHK)

    Understand why Chesapeake Energy stock does not provide the stability necessary for an investment to be suitable for your ...
  21. Programs That Give Cash-Strapped Seniors a Lift

    Dozens of federal and state programs can help seniors who are struggling to pay their bills on a fixed income to better afford ...
  22. 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.
  23. The Best and Worst States to Retire to in 2016

    Retirees have many choices around the United States when it comes to setting down roots. However, based on Bankrate’s ranking, ...
  24. Why Retirees Are Carrying More Debt Than Ever

    It was recently discovered that as people reach retirement they are carrying more debt than ever before.
  25. How Social Security for Legal Immigrants Works

    If you earn enough work credits in the U.S. – or combined with credits from certain other countries – you can claim benefits. ...
  26. These Robo-Advisors Have the Lowest Fees

    These robo-advisors all have low fees, but what they offer and require differs.
  27. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  28. How Social Security Works for the Self-Employed

    As both employee and employer, you have to pay more in Social Security, but there are deductions that can help lighten the ...
  29. 5 Questions to Ask Before Opening a New Retirement Account

    Know the right questions to ask before opening a new retirement account, such as an IRA, to save money and avoid potential ...
  30. Why Robo-advisors Make Sense for Retirees

    Robo-advisors' popularity is growing because they take the guess work out of investing. For some retirees they can benefit ...
  31. How the Fiduciary Rule Will Impact Annuity Sales

    If the DOL's fiduciary rule is enacted it will result in radical changes to how annuities are sold and marketed and how advisors ...
  32. Top Tips on When to Claim Social Security

    Like most financial planning decisions, when to claim Social Security is not a simple decision. Here are some tips to make ...
  33. Pay the Lowest Possible Taxes on Retirement Assets

    One key factor that retirement planners focus on is minimizing their clients’ taxes each year. Here are some strategies for ...
  34. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  35. Take Charge of Your Personal Finances This Year

    Take charge of your personal finances to reach financial independence. Find out how with these 5 financial life-altering ...
  36. Tips to Help Retirees Combat Low Interest Rates

    Planning for retirement in a zero interest rate environment can be tricky. Here are some ways to make it work and generate ...
  37. 4 Reasons Low Interest Rates Hurt Retirees

    Low interest rates make it easier to purchase a home or car, but for retirees it hasn't been great. After all, they're not ...
  38. Tips to Help Siblings Avoid a Costly Estate Battle

    Sibling spats may be financial or emotional. Either way, here are steps parents can take to forestall conflicts and strategies ...
  39. Is Facebook Stock Suitable for Your IRA or Roth IRA? (FB)

    Learn about Facebook's long-term outlook and relative valuation, and find out whether it is better suited for a Traditional ...
  40. OppenheimerFunds’ Top 4 Funds for Retirement

    These four mutual funds are OppenheimerFund's best for retirement portfolios.
  41. Top Tips for Not Outliving Your Retirement Budget

    To avoid getting caught betting against your own mortality, here are some tips on how to best stretch your budget in retirement.
  42. How New Rules Impact Indexed Universal Life Sales

    Indexed universal life insurance is growing in popularity. Here's how recently enacted new rules will effect the sale of ...
  43. Is Pfizer Stock Suitable for Your IRA or Roth IRA? (PFE)

    Discover why Pfizer's suitability in a Traditional IRA or Roth IRA depends on your interpretation of the company's current ...
  44. 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 ...
  45. Is T-Mobile Stock Suitable for Your IRA or Roth IRA? (TMUS)

    Understand why T-Mobile shares are a risky choice for retirement savings, but an investor who chooses T-Mobile anyway should ...
  46. I Make $250K a Year: How Much Should I Invest?

    Learn how to determine the right level of monthly investments to make, how much to save for retirement and how big your emergency ...
  47. Why HSAs May Trump 401(k)s for Retirement Savings

    In many cases, it makes a lot of financial sense to use a health savings account instead of a 401(k) plan to tuck money away ...
  48. Top Tax Planning Tips for Volatile Markets

    Volatile markets provide several ways to lower tax bills ... if you play your cards right.
  49. PIMCO: 6 Actionable Ideas for Defined Contribution Plan Sponsors

    Find out what actionable ideas leading investment manager PIMCO is offering defined contribution plan sponsors to improve ...
  50. Will ESG Investments Become a Staple of 401(k) Plans?

    Discover information on the rise and growing acceptance of ESG-based investing strategies and why they are becoming more ...
  51. The Growing Demand for Multigenerational Housing

    Socioeconomic factors and cultural preferences have increased the demand for multigenerational housing. Though not right ...
  52. Saving vs. Investing: Understanding the Key Differences

    The terms saving and investing are sometimes used interchangeably, but they are very different and extremely important to ...
  53. How to Avoid Family Inheritance Disputes

    A death of a loved one is difficult. It is important to avoid family disputes over the inheritance, the best we can, and ...
  54. How Negative Rates Could Hammer Your Retirement

    Negative interest rates could wreak havoc on savings, bonds, the stock market and more. Here's what to be aware of if the ...
  55. Why Online Retirement Planning Tools Could Betray You

    Retirement calculators on the web may paint a dangerously rosy picture of your future, according to new research from Texas ...
  56. Retirement Savings for Small-Business Employees

    President Obama’s new budget gives high priority to improving retirement plans, especially for employees of small companies. ...
  57. Will Baby Boomers Bankrupt Social Security?

    Will the massive Baby Boomer generation, now retiring in droves, bankrupt the Social Security System?
  58. Be Smart in Naming Beneficiaries of Your 401(k)

    Listen up: Hidden in the pesky details of filling out 401(k) forms are important tax implications. And it's a legacy to people ...
  59. 3 Big Medical Costs and How to Protect Against Them

    Without a plan, an unexpected injury or chronic disease will cost you.
  60. Avoid These Retirement Asset Allocation Mistakes

    When it comes to asset allocation in a retirement portfolio, these are the mistakes that should be avoided.
  61. Gen Y is Making This Huge Investing Mistake

    Millennials are a risk averse generation. Here's how advisors can help them invest appropriately for their age.
  62. What Will Social Security Look Like When You Retire?

    Many workers are not confident that Social Security will be around during their retirement. Here's what you need to know ...
  63. Avoid These 4 Common Causes of Family Estate Fights

    Sibling battles over their parents' belongings are quite common. But open family discussions before the parent dies can often ...
  64. How Prepared Are Americans for Retirement?

    While retirement preparedness has increased in the last two years, more than half of Americans may fall short. Here's how ...
  65. The Power of Saving Just 1% More

    Boosting your savings rate by just 1% a year can go a long way toward increasing the amount of money you amass for your retirement. ...
  66. Irrevocable Trusts: New Trends You Need to Know

    Several improvements and additional provisions have been added to irrevocable trusts in recent years making them considerably ...
  67. Top Tips for Buying Annuities

    Annuites are complex products that must be understood in order to use them correctly. Here's what you need to know.
  68. The Pros and Cons of a SEP Account in Today's Volatile Markets

    Discover why you don't have to worry about a volatile market's impact on your simplified employee pension plan. Learn to ...
  69. 5 Mistakes to Avoid When Shopping for Annuities

    Annuities give retirees guaranteed income but they aren't all created equal.
  70. High Yield Stocks Can Hurt Your Retirement Nest Egg

    High yield stocks can give you a handsome return, but for retirement investors the risk far outweighs the reward.
  71. Will the Wealthy See a Tax Incentive Cut?

    President Obama has unveiled plans to increase taxes for the wealthy. Retirement income and capital gains are two key areas ...
  72. Liftoff: Is This New Robo-Advisor Right for You?

    Liftoff is a new entrant in the robo-advisor arena. How does it stack up against the competition?
  73. When to Really Put Your Clients' Interests First

    Advisors and clients alike are best served when a client's revenue is growing. But there may be some cases when taking a ...
  74. 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.
  75. Is Chipotle Stock Suitable for Your IRA or Roth IRA? (CMG)

    Learn about Chipotle's outlook and the stock's suitability for various retirement investments.
  76. 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.
  77. New SS File-and-Suspend Guidance: What to Know

    April 29, 2016 will mark the end of Social Security's file-and-suspend claiming strategy. Here's what savers and financial ...
  78. Maxed Out Your 401k? Here's What to Do Next

    Maxed out your 401(k)? Don't stop there. Here are some options to keep saving toward retirement.
  79. Social Security Strategies: What’s Best to Do Now

    The Bipartisan Budget Act has changed some of rules of the maximizing-benefits game. There are ways to cope, but you may ...
  80. 3 Funds That Stand Tall in Market Downturns

    Learn about how you can protect your portfolio from 2008-like disaster with these three funds that stood tall and outperformed ...
  81. How to Help Clients Plan Their Funerals

    Advisors should be talking to clients about delineating funeral wishes in a secure way so family members aren’t let out of ...
  82. 3 MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top three of its funds to consider with ...
  83. 3 Prudential Funds Rated 5 Stars by Morningstar

    Learn about Prudential, its mutual fund offerings and the top three Prudential funds rated five stars by Morningstar Investment ...
  84. How Safe Is Your Pension?

    A 2014 law permits some private pension plans to reduce benefits. How to figure out if your retirement income is endangered.
  85. Can the Market Affect Social Security Benefits?

    What you should know about the relationship between the stock market and your monthly Social Security check.
  86. Is Under Armour Stock Suitable for Your IRA or Roth IRA? (UA)

    Explore the fundamentals of Under Armour stock, and discover why it better suits a Roth IRA than a traditional IRA.
  87. National Parks: Best Travel Deal Ever for Retirees

    The U.S. National Park System is expansive, but the one thing it isn't for retirees is expensive. All you have to be is 62.
  88. Taking a Roth IRA Early Withdrawal for College Tuition

    Weigh this Roth IRA strategy against using a 529 plan to save for college – it may be smarter.
  89. Find the Best Social Security Lawyers: Here's How

    A good Social Security lawyer may make the difference between qualifying for disability benefits and being left out in the ...
  90. Is Gilead Stock Suitable for Your IRA or Roth IRA? (GLID)

    Learn why Gilead's growing revenues, healthy margins and attractive valuations make it an ideal investment for your traditional ...
  91. Step by Step: Applying for Social Security Disability

    Applying for disability benefits is no easy task – but it's well worth your time and effort if a disability is preventing ...
  92. Top 3 Financial Steps to Take on Disability

    Going on disability can be a stressful time financially. Here are 3 steps to take on disability to help protect against significant ...
  93. These 6 Robo-Advisors Manage the Most Money

    Investors should look at a variety of factors when choosing a robo-advisor. Here's a snapshot of the more popular ones.
  94. When it Makes Sense to Reverse an IRA Conversion

    The IRS allows taxpayers whose conversions turn out to be badly timed to reverse this transaction. Here's when it makes sense ...
  95. How to Pick a Health Savings Account Custodian

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  96. Invest in Your Health Now for a Good Retirement

    Being in good health can save you money and make your post-work life happier and more enjoyable. Start early and focus on ...
  97. When Is it Time to Stop Saving for Retirement?

    Successful retirement planning demands lots of saving and smart money management. But once you retire, how do you transition ...
  98. Annuity Rates: Lock in Now or Wait?

    With interest rates so low, does it make sense to lock in an annuity right now? We weigh the pros and cons.
  99. 3 Signs You're On The Right Track Financially in Your 40s

    Understand what you need to do to stay on the right financial track once you reach your 40s. Learn about three key indicators ...
  100. 6 Important Retirement Plan RMD Rules

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
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