Retirement Articles

  1. 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.
  2. A Social Security Reality Check

    Recessions and depleted Social Security funds could derail your post-work plans. Find out how to stay on track.
  3. 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.
  4. The Millionaire's Retirement Plan

    We show you how to hit the millionaire mark step by step.
  5. 10 Money-Saving Year-End Tax Tips

    Getting organized well before the deadline will curb your frustration and your tax liability.
  6. 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.
  7. 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?
  8. 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.
  9. 5 Steps For Avoiding Retirement Postponement Syndrome

    People who work to organize their finances can avoid postponing retirement and plan for the future.
  10. 3 Retirement Account Rules To Know

    Stay up-to-date on regulation amendments to avoid penalties as well as take advantage of new opportunities.
  11. 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.
  12. What's The Difference Between Medicare And Medicaid?

    One program is for the poor; the other is for the elderly. Learn which is which.
  13. 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.
  14. Introduction To Currency Futures

    The forex market is not the only way for investors and traders to participate in foreign exchange.
  15. 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.
  16. 6 Important Retirement Plan RMD Rules

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

    You've worked hard to secure enough to retire, so make sure you keep it safe.
  18. Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing who will receive your assets and how they will be paid out.
  19. 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.
  20. 5 Tricks For Stretching Your Social Security Benefits

    Here are five clever tips for stretching your Social Security dollar as far as possible.
  21. 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.
  22. Tax Treatment Of Roth IRA Distributions

    Learn the requirements for withdrawing funds tax and penalty free.
  23. Roth 401(k), 403(b): Which Is Right For You?

    Learn how to decide between a 401(k), 403(b) or Roth to help you build your nest egg.
  24. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  25. Retirement: Which Generations Are The Best Savers?

    Most of us know we're not saving enough for retirement, but what generation is ahead in the race?
  26. Traditional IRA Deductibility Limits

    Find out where you can take a tax deduction on the contributions you make.
  27. Are Your Bank Deposits Insured?

    Learn how the FDIC is helping to keep your money in your pockets.
  28. 2010: The Best Time To Die?

    This may be the year that will be least affected by estate taxes.
  29. Introduction To Exchange-Traded Funds

    Get into ETFs and enjoy the benefits of a mutual fund with the flexibility of a stock.
  30. Top 6 Unusual Money-Saving Tips

    Sometimes coupon clipping and bargain hunting aren't enough to make your income cover your expenses. It may be time to try these frugal finance tips.
  31. When Paying Off Debt With Your 401(K) Makes Sense

    The experts warn against touching your retirement savings early, but there are situations where it is the best financial decision.
  32. Don't Forget The Kids: Save For Their Education And Retirement

    Retirement and education financing are the two most important planning items for taxpayers.
  33. Top Tips For Maxing Out Your Retirement Account

    If you are behind in your retirement plan contributions for the year, this is the time to figure out how to catch up.
  34. How To Budget For An Irregular Income

    Find out how to live comfortably through both fat and lean years.
  35. Will You Have To Delay Your Retirement?

    With increasing healthcare costs, a longer life and a depleting Social Security fund, will you have to work until you physically can't?
  36. Quiz: How Do Your Finances Measure Up?

    We look at average American debt, credit scores and much more so you can find out how you stack up.
  37. Rolling Over Company Stock: A Decision To Think Twice About

    It may be more beneficial for you to pay tax now than deferring it to an IRA. We show you how and why.
  38. What Does Medicare Cover?

    Don't assume you're insured. Find out what you can expect from this healthcare program.
  39. Top 7 Signs Your Pension Fund Is In Trouble

    How to tell if your company’s pension is being depleted - will there be anything left for you?
  40. Avoiding "Prohibited Transactions" In Your IRA

    To avoid jeopardizing your IRA assets, find out what transactions are prohibited.
  41. September 30: A Key Date For Retirement Plan Beneficiaries

    Unless certain action is taken by this date, distribution rules can put the youngest inheritor at a disadvantage.
  42. How To Avoid Taxation On Life Insurance Proceeds

    Decrease the value of your taxable estate and prevent the tax man from getting you one last time.
  43. Why Retirees Can't Count On Muni Bonds

    Interest may not be tax-exempt for seniors with Medicare or Social Security benefits.
  44. Debt, Savings, Retirement: Where Should Your Money Go?

    Come up with a money management plan that will help you allocate your funds effectively.
  45. Can You Afford To Dip Into Your RRSP Early?

    Canadians have their own considerations to make before choosing early retirement.
  46. Early Out: A Realistic Plan To Retire Younger

    If you want to retire ahead of schedule, it'll take some extra planning.
  47. Keep Working Or Stay At Home With The Kids?

    Choosing to stay at home with the kids is a choice that has both positive and negative financial consequences.
  48. 10 Things You Must Know Before You Retire

    Don't put off your retirement planning - these 10 steps can make your later years much more manageable.
  49. 6 Ways To Come Up With A Down Payment On A Home

    The requirements for making a down payment on a home have changed, but don't worry - there are still plenty of ways to build up that money.
  50. 5 Ways To Trick Yourself Into Saving Money

    America is saving 6.4 percent of its money -not bad, but we would all like to do better. Here are five simple ways to trick yourself into saving money.
  51. Top 6 Ways To Ruin Your Retirement

    Make sure you aren't doing anything on this list, or your golden years could be in jeapardy.
  52. Canadians: Save For Retirement, Pay Less Tax

    If you're thinking about how to plan for retirement, an RRSP's tax incentives, simplicity and flexibility could be a great option.
  53. Lazy Portfolio Strategies For Your RRSP

    Check out this cheap and easy way to secure good returns for the long term.
  54. Taking The Surprise Out Of Long-Term Care

    Don't be caught unprepared - find out what to look for in LTC insurance policies.
  55. Can You Afford To Retire Early?

    Early retirement is the hope of many people currently in the workplace. So, how do we get there - and what are the downsides?
  56. The Evolution Of Retirement

    Retirement has transformed over the years as worker's life spans increase and their expectations change.
  57. How Hollywood Has Ruined Your Retirement

    These Hollywood cliches may be ingrained in our minds, but how realistic are they?
  58. Top 10 Investments For Baby Boomers

    Find out which investments are most likely to help you achieve your post-work income goals.
  59. Why You Should Draft A Will

    Don't trust the courts to follow your wishes - plan the distribution of your own assets.
  60. What To Do When You Don't Have Enough To Retire

    Lifestyle changes and a bit more work can make all the difference.
  61. Top Pro Athlete Pension Plans

    Not all pension plans in professional sports are created equal.
  62. Converting An IRA Annuity To A Roth: Know The Rules

    We look at the past and current legislation that governs IRA annuity conversions.
  63. Raising The Retirement Age: 5 Countries Testing The Waters

    Many countries are raising the retirement ages for their citizens. Find out what this means to you.
  64. Beach-onomics: Live By The Water

    Just like other markets, coastal prices fluctuate, and timing is everything. We'll take a look at some of the economics of buying by the water.
  65. Retirement Jobs You Can Do From The Beach

    If you're ready to hit the beach but you're not financially ready to retire, there is hope.
  66. Will Your Job Let You Retire A Millionaire?

    These jobs will get you to the million mark by retirement if you save 10% of your salary each year.
  67. The Millionaire's Retirement Plan

    It's not impossible to retire with $1 million, but it does take timing, luck and commitment.
  68. 9 Factors That Affect When You Retire

    Are you headed to an early retirement, or will you be working into your golden years?
  69. The Workaholic's Retirement Plan

    If you're still punching the clock after 30 years, what kind of retirement plan should you have?
  70. Want To Leave Money To Your Family? Stretch Your IRA

    Find out how your beneficiaries can enjoy tax-deferred growth for as long as possible.
  71. How To Pass On Digital Assets After You're Gone

    Planning for blogs, email and photos now will pay off for your heirs and estate.
  72. Independent 401(K): A Top Retirement Vehicle For Sole Proprietors

    This vehicle has several advtanges over the SEP IRA. Find out why it's often a better alternative.
  73. Encouraging Good Habits With An Incentive Trust

    Money can be a powerful motivator - why not use it to teach your heirs positive lessons?
  74. Avoiding IRS Penalties On Your IRA Assets

    The best way to avoid additional charges and taxes is to know which transactions have expensive consequences.
  75. Wall Street History: Social Security, Martha Stewart And Men In Dresses

    This week in financial history saw the birth of social security, a bizarre rogue trader and more.
  76. Filling In The Medicare Gaps

    Basic Medicare is not a perfect fit for everyone - sometimes, extra policies are required to suit a person's needs.
  77. Strategies For Withdrawing Retirement Income

    You've accumulated the wealth you need to retire, but how will you distribute it? We'll lay out some options.
  78. Establishing A Revocable Living Trust

    This arrangement allows you to have more control over your estate - both before and after your death.
  79. Reverse Mortgage Pitfalls

    Before tapping your home equity, find out what can go wrong.
  80. How To Parent Your Aging Parents

    For sandwich generation, planning ahead is key to good elder care.
  81. Outliving Your Retirement Savings

    Find out how this worst-case scenario can happen, and what you can do if it happens to you.
  82. 5 Penalty-Free IRA Withdrawals

    Most Americans think that an IRA is locked up until they reach 59.5, and withdrawals before that date trigger taxes and a 10% penalty tax. This is not always true.
  83. Are Equity-Indexed Annuities Right For You?

    Equity-indexed annuities can be confusing to understand, but for conservative investors, they can be valuable savings plans.
  84. Selecting The Payout On Your Annuity

    Make sure you understand your options for withdrawing your funds from this complex instrument.
  85. 7 Expenses You Can Ditch In Retirement

    You get to save on some significant expenses when you retire, leaving more money to do the things you want.
  86. 6 Hidden Government Revenue Streams

    You may be well aware of the tax dollars the government withholds from your paycheck, but this isn't the only way your income is being tapped.
  87. Create Your Own Social Security Fund

    The government's Social Security program may not last forever - be prepared by setting up your own.
  88. 6 Ways To Leave Less For Uncle Sam

    Both the fabulously wealthy and the millionaire next door need to plan for the estate tax boomerang.
  89. 6 Dying Job Perks

    In the wake of the worst recession in a generation, many employee benefits have landed on cutting block.
  90. 8 Popular Post-Retirement Jobs

    Whether it's out of financial necessity or to combat boredom, an increasing number of seniors are taking on post-retirement jobs.
  91. 6 Things You're Doing To Delay Your Retirement

    These habits could have you working longer, retiring later and finding yourself flat broke in your golden years.
  92. Top Ways To Invest Your Tax Refund

    Investing your tax refund will give you the best possible return.
  93. Top 403(b) Questions Answered

    This plan doesn't get as much attention as its more popular cousin - the 401(k) - but it has a lot of benefits for eligible investors.
  94. The Obama Tax Hikes - What To Do

    Buy munis, book losses, avoid marriage, consider a Roth conversion now and get your Lasik eye surgery next year.
  95. 5 Strategies For Lowering Next Year's Taxes

    If your tax bill is bigger than you'd hoped, there are few ways you can reduce it next year.
  96. Top 9 Benefits Of A 403(b) Plan

    Find out how the 403(b) plan helps employees of nonprofit entities meet their retirement goals.
  97. 5 Top Tax Season Questions

    A tax pro answers questions she hears most often and quashes some myths.
  98. Hatch A New Financial Plan

    With spring just around the corner, now is a great time for a financial makeover.
  99. A Guide To Investing In Consumer Staples

    These companies may not be flashy but they offer investors structure and diversification.
  100. Tap Retirement Funds To Buy A Home?

    It's not ideal, but there are times when it can make sense to use your IRA or 401(k) for a down payment.
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