Retirement Articles

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  1. Is Your Client Ready for an Early Retirement?

    Make sure these factors are on your checklist to ensure your client can retire early.
  2. Coverage of Fiduciary Liability Insurance

    As fiduciaries, retirement plan sponsors have tremendous personal liability exposure. Find out how fiduciary liability insurance ...
  3. Why SandRidge Mississippian Trust has a 20%+ Dividend Yield (SDT, SDR)

    Sandridge Mississippian Trust pays high distributions, which may attract investors, but these payments lack stability and ...
  4. Top 5 Costliest Health Issues Retirees Face

    The healthcare system today is murky, with plans changing what they cover. What are the costliest out-of-pocket or underestimated ...
  5. 7 Steps to Create a 10 Year Retirement Plan

    Workers who are only 10 years away from retirement need to do a number of things to ensure that a comfortable retirement ...
  6. A Look at Protecting Children With an IRA Trust

    Too many people make huge and irreversible mistakes when naming the beneficiaries for their retirement accounts.
  7. What Happens to Snoopy When Charlie Brown Dies?

    If you own a pet or two, you can make plans to ensure their well-being after you are no longer around to care for them.
  8. How to Maximize Employee Benefits From the Start

    Taking the time to make proper selections within your employer-provided benefits package is crucial and could significantly ...
  9. Should Retirees Reinvest Their Dividends?

    Find out why dividend reinvestment may or may not be the right choice for retirees, depending on their financial needs and ...
  10. Charles Schwab IRA and Roth IRA Review (SCHW)

    Charles Schwab focuses on high-service IRA and Roth IRA accounts, with a vast array of investment choices that have no fees, ...
  11. How Much Should You Contribute to Your 401(k)?

    There's a lot to consider when deciding how much to contribute to your 401(k) plan.
  12. How to Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  13. The 7 Key Areas of a Comprehensive Financial Plan

    These are the seven key areas that need to be addressed in a comprehensive financial plan.
  14. Why Roth IRAs Are a Great Idea for All Generations

    A Roth IRA should be in your planning and retirement strategy whether you’re a Millennial, Generation X or Baby Boomer.
  15. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  16. How Capital Gains Tax Works on Pension Funds

    Here's why capital gains tax does not affect the assets in pension funds.
  17. The Social Security Blackout Period

    Surviving spouses may experience a blackout period - during which they cannot collect social security benefits - between ...
  18. LEVIX, LISIX, GLIFX: Top 3 Lazard Funds for Retirement

    Learn about Lazard Asset Management, its long history of strong performance and the top three Lazard funds to consider for ...
  19. Why Your Investment Growth Calculator May Be Wrong

    Many simple investment growth calculators fall short, so here's one you should use instead.
  20. Save $1 Million for Retirement on a Minimum-Wage Salary

    A $1 million retirement is a nice round number to shoot for, and with the right planning it’s potentially doable, even on ...
  21. Why Retirement Plan Sponsors Could Face Litigation

    A Supreme Court decision makes it easier for retirement plan participants to sue their employers. Apathy is not a strategy ...
  22. To Roll a 401(k) Over or Not: Guiding Clients

    A critical decision for clients who change jobs a few times in their career is what to do with their defined contribution ...
  23. A Rollover Mulligan for Your 401(k) Distribution

    The IRS announced that it has established a sort of Mulligan designed to help recipients of retirement plan distributions.
  24. States With the Highest Inheritance/Estate Taxes

    State and federal estate taxes may be levied upon death, but there's a difference between inheritance taxes and estate taxes. ...
  25. Boomers: Try These 6 Unusual Retirement Tips

    You're likely well-versed in the usual retirement planning tips. Here's a list of lesser-known ways to try to fatten up your ...
  26. Enticing Retirement Plan Participants to Save

    Getting participants interested, educated and enrolled in their retirement plan is the first step to long-term saving for ...
  27. How Much Money Do You Need to Retire at 56?

    Who wouldn't want to retire early and enjoy the good life? The question is, "How much will it cost?" Here's a quick and dirty ...
  28. Joy in Retirement: Another Type of Diversification

    Diversifying your happiness in retirement is just as important as achieving a perfectly balanced portfolio.
  29. Retirement Lifestyle Planning: How to Be a Nomad

    Making full-time travel in your later years a reality requires some careful retirement lifestyle planning to make sure your ...
  30. Investment Committees: Duties and Responsibilities

    An investment committee can help plan sponsors avoid fiduciary liabilities. Included is information regarding the duties ...
  31. Your 401(k): What's the Ideal Contribution?

    If done properly, planning for retirement can affect the quality of life at retirement age — for the better. Here's what ...
  32. Most Americans Lack an Emergency Fund

    A recent study reveals that two-thirds of Americans can't come up with $1,000 for emergency expenses.
  33. 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.
  34. Why Hobbies Should Be Part of Your Retirement Plan

    Retirement should be fun—you’ve worked all your life and you deserve to enjoy your time off. Here's why it's important to ...
  35. Don't Spend Your Retirement-Fund Cash This Way

    Before you cash out or raid one of your retirement funds, consider the following things you should not do with that money.
  36. California Readies State-Sponsored Retirement Plan

    California is aiming to be the next state to roll out a state-sponsored retirement plan.
  37. Why Boomers Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  38. For Young Investors: Too Many Choices, Too Few Dollars

    Your retirement may be decades away, but this is no time to procrastinate.
  39. Are You Living Too Close to the Edge?

    If a missed paycheck would make your finances cave in, here's how to get back on track.
  40. On a Retirement Job Search? Try These Agencies

    There are several web-based staffing agencies that can help baby boomers and other seniors with their retirement job search. ...
  41. Top 10 Retirement Gift Ideas for That Special Day

    The age-old traditional gold watch has not gone out of style, but it's only one of many appropriate gifts to give a retiring ...
  42. Read This Before You Retire in the Philippines

    The Philippines has a warm climate, a low cost of living and plenty of people who speak English. What to do next if you think ...
  43. 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 ...
  44. BUFEX, BUFMX, BUFSX, BUFIX: Top Buffalo Funds for Retirement

    Discover the top five Buffalo Funds for retirement diversification in 2016, with a summary of each fund, including manager ...
  45. How ING Trusts Have Surprising Tax Advantages

    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  46. How Widows Should Plan for Social Security

    Widows need to understand their uniquely advantageous options when it comes to making Social Security decisions.
  47. Earn Your Own Paycheck With Retirement Cash Flow

    Retirement planning won't get you very far without plans to manage your cash flow. So turn retirement income into monthly ...
  48. Why Millennials Are Stressing About Saving for Retirement

    Millennials can't afford to put off saving for retirement, but planning for their later years is proving to be nerve-racking ...
  49. How Life Insurance Settlements Are Evolving

    The life insurance industry marches forward by offering more ways that consumers can access the death benefits in their policies. ...
  50. Top 10 Retirement Cities in Canada

    Get information about 10 of Canada’s top-ranked cities that cater to the wants and needs of retirees and active adults over ...
  51. How to Get a Credit Card Without a Social Security Number (SSN) (COF, BAC)

    Learn the methods by which a borrower can get approved for a credit card, even if the borrower lacks a valid Social Security ...
  52. Top 10 Active Retirement Communities in U.S.

    The top active retirement communities in the United States are concentrated in warm-weather states and offer a menu of activities ...
  53. 89 Money-Making Ideas for Retirement

    Just because you're retiring doesn't mean you have to stop making money. Here are ways to do so in your spare time.
  54. 3 401(k)s With the Lowest Expense Ratios

    Discover how to Identify the fees and expenses associated with 401k investing and how it will affect your bottom line in ...
  55. Retiring in the Philippines: Pros & Cons

    What are the pros and cons of retiring in the Philippines?
  56. Is a Luxury Retirement Community Right for You?

    A luxury retirement community has a lot to offer, but living there comes at a price. Here’s what you need to ask to determine ...
  57. Millennials: Retire With $1,000,000 – Here's How

    It is possible for Millennials to retire with $1,000,000, if they take the right steps and make the necessary sacrifices ...
  58. Plan Sponsors Who Work with fiduciaries do better

    Retirement plan sponsors, and participants benefit from having a fiduciary relationship with an RIA in managing their plan ...
  59. Term Life Insurance: Everything You Need to Know

    Term life insurance is an affordable way to financially protect your loved ones after your death. Here's what you need to ...
  60. Top 7 Cities for Retiring in Thailand

    Beautiful Thailand has beaches, cities, affordable healthcare, plus cultural attractions and great cuisine, No wonder it's ...
  61. How the Congressional Retirement Plan Compares to the Average

    There are more retirement plan options for a member of United States Congress than for the average average citizen.
  62. Why Advisors Should Focus on Roth 401(k)s

    The use of Roth 401(k) plans is slowly rising which means advisors need to stay educated about the latest rules.
  63. Tips for Making Your Nest Egg Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  64. Is Real Estate Your Retirement's Secret Weapon?

    With stocks maybe peaking and fixed-income investments paying less and less, real estate could be the growth opportunity ...
  65. Talk About Financial Constraints to Your Clients

    Learn how to discuss financial constraints with clients, including time horizon, tax and regulatory constraints, as well ...
  66. Creating an Investment Policy Statement for a 401(k)

    The purpose of an investment policy statement (IPS) for 401(k) plan sponsors and eight key components that go into creating ...
  67. 10 Things to Do Before You Retire

    Preparing for retirement isn't all about finances. Some steps to get you there will be more subjective, and more fun.
  68. Self-Directed IRA: Rules and Regulations

    Self-directed IRAs are distinguished from other IRAs by differences of permissible investment types and regulatory restrictions, ...
  69. How to Make the Most of Your RMDs

    Approaching the age at which you must start taking RMDs? If you don't need the funds now, here are some sound strategies ...
  70. VFFVX,VTTVX: Vanguard Target Date Funds Overview

    Learn about target-date retirement funds offered by Vanguard. Discover how portfolio managers automatically rebalance the ...
  71. PEYAX, PGEOX, PGRWX, VSCAX: Top Putnam Funds for Retirement

    Discover the best Putnam Investments mutual funds for retirement diversification, and learn where to allocate your investments ...
  72. IANBX,AFTAX,TNAAX: Top 3 Invesco Funds for Retirement

    Explore analyses of the top three Invesco mutual funds for retirement diversification in 2016, and learn about the characteristics ...
  73. FKGRX, FRSGX: Franklin Templeton’s Top Funds for Retirement

    These are Franklin Templeton's top mutual funds and ETFs for a diversified retirement portfolio.
  74. VSCGX, VWINX, VTXVX: 5 Conservative Vanguard Equity Funds

    Find out which five conservative Vanguard funds have been the best at limiting downside risk while generating solid long-term ...
  75. How to Solve the Retirement Equation

    Make sure you are prepared for retirement by solving the equation of income and expenses.
  76. Retirement Planning: Don't Do These 6 Things

    If you’re putting in the work to build your retirement, you should put in the work to protect it. Here are six mistakes to ...
  77. Using Your 401(k) to Pay Off a Mortgage: The Pros and Cons

    Learn the advantages and drawbacks of using assets accumulated within a 401(k) retirement savings plan to pay off your mortgage ...
  78. How Not to Let Risk Ruin a Great Financial Plan

    No good financial plan is complete without risk management or insurance planning. Here's how to manage your risk.
  79. Extra Cash from Your IRA? Make Money, Duck Taxes

    Figuring out what to do with extra cash from your IRA can be tricky: One of the most important things to keep in mind is ...
  80. Are You ERISA Compliant? Follow This Checklist

    Following a checklist can make achieving compliance with Employee Retirement Income Security Act of 1974 (ERISA) requirements ...
  81. DLHYX,MBCLX: MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top two of its funds to consider with five-star ...
  82. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  83. 5 Tips to Increase Your Social Security Check

    These planning tips could increase your Social Security income benefits, which can significantly enhance your financial security.
  84. Tips for Boosting Your Retirement Income

    Here are some best practices on how to generate as much retirement income as possible.
  85. 3 Costly Retirement Account Mistakes to Avoid

    These are the most common pitfalls investors should try to avoid when it comes to retirement accounts.
  86. Could Auto-Enrolling in a 401(k)s Hurt Your Returns?

    Automatic 401(k) enrollment takes some of the hassle out of saving for retirement, but taking a hands-off approach may end ...
  87. PABFX, PIFZX, PRJZX: Prudential’s 5 Star Mutual Funds

    Learn about Prudential, its mutual fund offerings and the top three Prudential funds rated five stars by Morningstar Investment ...
  88. How Cheap Is Retiring in Mexico?

    How much money to retire in Mexico? A comfortable life there can be remarkably affordable. Here's what you can expect to ...
  89. REQTX: Top 4 Russell Funds for Retirement

    Discover four mutual funds administered and managed by Russell Investments that would add diversification benefits to a retirement ...
  90. PQIDX,PONDX,PBDDX: Pimco's Top Funds for Retirement Income

    Once you're living off the money you've saved for retirement, is it invested in the right assets? Here are some from PIMCO ...
  91. How To Add Bitcoins To Your Retirement Account

    Bitcoin is one of the top alternate investments, should it be a part of your retirement portfolio? If yes, how?
  92. 7 Retirement Activities Ideas That Are Affordable

    Learn about seven fun and stimulating retirement activities that cost little or no money but may even provide opportunities ...
  93. How Your Employer Is Destroying Your Retirement

    What's in a typical workplace 401(k) plan? Often, not a whole lot of good. Here's why.
  94. 10 Little Known Ways to Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money – so you'll have more available for your retirement.
  95. 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.
  96. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  97. ANNPX: Top 3 Allianz Funds for Retirement Diversification

    Discover the top three Allianz funds for retirement diversification in 2016, with a summary of the portfolio's managers, ...
  98. VCSRX,VCSRX,VCHSX: Top 3 VALIC Funds for Retirement

    Learn about the VALIC fund family, its performance relative to its peers and the top three VALIC funds to consider for retirement ...
  99. AFTEX: The 3 Best American Funds for the Income Seeker

    Learn about American Funds' mutual fund offerings, their past performance compared to peers and three American funds to consider ...
  100. Top 5 Transamerica Funds

    Learn about five Transamerica funds that can provide retirees with viable alternatives to underperforming savings through ...
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