Retirement Articles

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  1. 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.
  2. Tips for Boosting Your Retirement Income

    Here are some best practices on how to generate as much retirement income as possible.
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. Top Commodities ETFs for Your Retirement Portfolio

    There are many commodity-tracking ETFs, but only a few are must-adds to your retirement portfolio.
  10. 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.
  11. 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 ...
  12. 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 ...
  13. With Rates Low, Where Can Advisors Find Yield?

    There are many different options — both conventional and unconventional — available for financial advisors seeking yield ...
  14. 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 ...
  15. 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.
  16. 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, ...
  17. 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 ...
  18. 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 ...
  19. 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.
  20. 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 ...
  21. Understanding Social Security Eligibility

    Who qualifies for Social Security payments and when can they get them?
  22. 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?
  23. 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.
  24. 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.
  25. 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 ...
  26. 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.
  27. 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.
  28. 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.
  29. Target Date Funds: More Popular, Cheaper Than Ever

    How target date funds can help investors weather volatility when it comes to saving for retirement.
  30. 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 ...
  31. How to Fund Retirement with Insurance

    So you've contributed the max to all available retirement what? Consider a permanent life insurance policy ...
  32. 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 ...
  33. 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: ...
  34. 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.
  35. 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 ...
  36. Are Taxes the Solution for Income Inequality?

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

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

    What retirees need to consider when it come to making real estate decisions.
  39. 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.
  40. 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 ...
  41. 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 ...
  42. Find The Top Retirement Cities In Australia

    Australia has some of the world's most livable cities. Did we mention the beaches?
  43. 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 ...
  44. 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 ...
  45. 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 ...
  46. 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 ...
  47. 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 ...
  48. Should GE Be Part of Your Portfolio?

    Here's what you need to consider if you are thinking of adding GE to your portfolio.
  49. Equity Vs. Salary: What You Need To Know

    Equity payments are common at startup companies. Equity offers potential for a big payout but is also much riskier than a ...
  50. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  51. Advisors: Don't Overlook Not-Yet-Rich Millennials

    Financial advisors looking to grow their practices should focus on potential high-net-worth millennials.
  52. Top 10 Stocks for Retirement Portfolios

    Certain stocks are popular retirement portfolio options, but not all are as impressive as they used to be. Time to reevaluate? ...
  53. Top 5 Retirement Cities In California

    California will never make a list of cheapest places to retire, but opening your mind geographically can help make this beautiful ...
  54. Top 10 Mistakes To Avoid On Your IRA

    IRA rules are complicated. It's easy to make mistakes – and they can cost you big time.
  55. Retiring In The Philippines: Pros & Cons

    What are the pros and cons of retiring in the Philippines?
  56. How Much Money Do You Need To Retire In Thailand?

    With one of the world's lowest costs of living, Thailand is home to a growing number of expats, including many retirees.
  57. 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 ...
  58. Beware Of Taking Out A Pension Advance Loan

    Avoid taking out an advance against your pension. Interest on these loans is high and you could end up taking a huge tax ...
  59. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  60. Converting A Traditional IRA To A Roth

    When is it a good idea to convert traditional IRA funds into Roth IRA funds? And when does it not make sense?
  61. Top 7 Roth IRA Stocks for 2015

    Looking for stocks with long-term potential for your Roth IRA? Here are the top seven picks for 2015.
  62. When Is It Better To Forgo A Roth Account?

    Depending on how much you're currently earning, a traditional IRA sometimes offers more tax relief than its Roth counterpart. ...
  63. 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, ...
  64. Top Tips for Retiring in a Bear Market

    What you need to know if you have the unfortunate timing of retiring in a bear market.
  65. Retirement: The Journey Of 1000 Miles

    Substantial time should be set aside to fully outline one's vision for retirement and the specific steps that must be taken ...
  66. Top 10 Mistakes To Avoid On Your 401(k)

    Funding and managing your 401(k) is critical to a financially healthy retirement. Avoid these top 10 mistakes.
  67. Your Clients and the Changing Retirement Landscape

    For many, retirement might not be the full stoppage of work and living a life of leisure but rather one of slowly phasing ...
  68. The Risk of Offering Social Security Advice

    Savvy financial advisers will either need to gain Social Security advice expertise or find a source or partner to provide ...
  69. 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.
  70. Are You Getting The Best Retirement Advice?

    What you need to know in order to check.
  71. 5 Secrets You Didn't Know About 401(k)s

    If your employer offers a 401(k), that should be your first stop for retirement savings – especially if your contributions ...
  72. Options and Roth IRAs: Do's and Don'ts

    A breakdown of the do's and don'ts of trading options in a Roth IRA.
  73. Find An IRA Account With No Minimum Deposit

    Three ways to start saving for retirement with a Roth or traditional IRA, no matter how little you have to invest.
  74. 5 Secrets You Didn't Know About Roth IRAs

    Between its generous tax benefits at retirement and no required minimum distributions, a Roth IRA is well worth considering ...
  75. 5 Secrets You Didn't Know About Traditional IRAs

    A traditional IRA gives you a current-year tax benefit and future years of tax savings – minus the income restrictions that ...
  76. How To Use Your IRA As A Last-Minute Tax Deduction

    While some people are stressing over their taxes, there is a big advantage to delaying the process: You can maximize your ...
  77. Advisors: Have Clients Try on Retirement for Size

    Retirement planning in today’s world involves a lot more than just money.
  78. Best IRA Accounts For Beginners

    Opening your first IRA should be just an early step in your ongoing financial education, for the more help you need, the ...
  79. How (And Why) To Open an IRA Now

    Take these simple steps to set up an Individual Retirement Account that will save you tax money and set you up for the future.
  80. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives in order to reduce their tax bills. Here's ...
  81. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more than mere paperwork or financial transactions.
  82. Which Assets Can You Hold In Your IRA?

    You're not allowed to hold every kind of asset in an IRA. What can you include – and which ones are banned?
  83. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard to navigate, even when all parties are reasonable. ...
  84. The First Thing You Should Do With Your Tax Refund

    Nobody likes to pay taxes, but everyone loves to get a tax refund. When the check arrives in the mail, it's hard to resist ...
  85. Rethinking About Retirement Investing?

    There are plenty of reasons to rethink your retirement investing, wherever you fall on the spectrum between fatalistic acceptance ...
  86. 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 ...
  87. The Upside Of Working Past Retirement

    If you love your work, or your paycheck, or both, there's no reason you have to quit your job just because you hit retirement ...
  88. Vanguard Readies Muni Bond ETF

    Vanguard is set to roll out a muni bond ETF, the firm's first.
  89. Who Wants to be a 401(k) Millionaire?

    Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
  90. The Pros and Cons of 401(k) Loans

    A look at the pros and cons of 401(k) loans.
  91. Are Longevity Annuities in 401(k)s a Good Idea?

    An in depth look at the arrival of longevity annuities in 401(k)s and IRAs.
  92. How To Move From Nest Egg To Income?

    Income vs. a nest egg is closely tied to what most of us are ultimately interested in for retirement – maintaining our standard ...
  93. Is $200,000 Enough To Retire In The Philippines?

    How long would $200,000 in savings last if you retired in the Philippines? Longer than in most countries, especially if you ...
  94. Why Early Retirement Is A Bad Idea

    8 good reasons to put off your retirement date
  95. IRA Holders Face New Rules in 2015

    New rules for IRA holders mean less loopholes in 2015.
  96. Top Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  97. How to Keep Up With the Retirement's Evolution

    How people think of retirement is changing rapidly. Here's how financial advisors can address semi-retirement, growing longevity ...
  98. Want To Learn Financial Tips For Women?

    Although Men Are From Mars, Women Are From Venus was focused more on love than money, some of the analogy also works fairly ...
  99. 2015 Cash Offers To Move Your IRA Or 401(k)

    Move your IRA to (or open a new one at) one of these retirement-fund custodians and you could get a cash reward – 401(k) ...
  100. How Do Women Close The Retirement Savings Gap?

    Every year, BlackRock conducts a survey to learn about the attitudes and behavior of investors. We just released our findings ...
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