Retirement Articles

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  1. Best 3 Vanguard Mutual Funds for Retirement

    Discover the top Vanguard target-date retirement funds with target dates in 2020, 2030 and 2050, and learn about the characteristics ...
  2. Is Berkshire Hathaway Stock Suitable for Your IRA or Roth IRA? (BRK.B, BRK.A)

    Discover how Warren Buffett's Berkshire Hathaway is structured and if the company is appropriate for individual retirement ...
  3. Rolling Over Your 401(k) in Times Of Volatility

    Learn the risks that come with rolling over a 401(k) in times of market volatility, and discover strategies that you can ...
  4. Empty Nesters: Plan to Save When the Kids Leave

    Finally...your intensive parenting days are over and your budget is a little more flush. It’s time to focus on where that ...
  5. Best Ways to Protect Your IRA in Times of Volatility

    Discover the best tips and tricks available to retirees to protect their individual retirement plans and ensure a sustainable ...
  6. 4 Things to Know Before Rolling Over to a Vanguard IRA

    Learn about Vanguard's IRA rollover process and discover what paperwork, fees and other considerations apply when moving ...
  7. How Yearly Taxes on 401(k) Accounts Work

    Learn how your contributions to traditional or Roth 401(k) accounts are taxed, either in the year of contributions or at ...
  8. How To Make Catch-Up Contributions To Your 401(k)

    Whether you're a tortoise or a hare, once you've turned 50, you can boost your 401(k) savings rate.
  9. 5 Reasons You Should Take Advantage of 401(k) Catch-ups

    Most Americans don't have a enough saved for retirement, but when they turn 50, they have a second chance thanks to the 4 ...
  10. Social Security Depletion: Is The Fear Justified?

    There are a number of reasons why concerns over Social Security depletion have emerged, but there are ways you can prepare ...
  11. Are Annuities Retirement-Only Investments?

    Learn more about why annuities are generally purchased and the way that they can positively and negatively affect an individual ...
  12. Can You Use Your IRA to Buy a House?

    If you're a first-time homebuyer (a term that's defined more flexibly than you think), you can tap your IRA to help with ...
  13. Using Your IRA to Pay for Your Kid's College

    You can raid your retirement account to pay for your child's college education – but should you?
  14. How to Cure an Ailing 401(k)

    High-cost, outdated plans can keep your retirement portfolio from thriving. Here's what to do – and the 2015 Supreme Court ...
  15. Petrobras Impact on the Brazilian Economy

    How the Petrobas scandal has shaken the Brazilian economy.
  16. Are You Picking the Right 401(k) Funds?

    Learn how to get the right mix of funds for your age, how to identify the best funds offered in your 401(k) plan and red ...
  17. Best Ways to Contact the Social Security Administration

    Navigating the thousands of rules that govern Social Security benefits can be difficult. Thankfully, the Social Security ...
  18. Common IRA Rollover Mistakes

    Avoid paying excess taxes by learning some simple transfer rules.
  19. Generate Income For Retirement with Real Estate

    Learn whether rental income is compatible with your lifestyle, how to identify suitable properties, common pitfalls to avoid ...
  20. Can Your 401(k) Impact Your Social Security Benefits?

    Find out why income from a 401(k) does not affect the amount of your Social Security benefits, but how it can impact your ...
  21. The Smartest Ways to Roll Over Your 401(k)

    Know the choices that net you the most on a 401(k) rollover – including big tax benefits (capital gains, not income tax) ...
  22. 5 New Players in the 401(k) Space

    These companies represent a new philosophy in the retirement-plan arena that focuses on low costs, transparency and strict ...
  23. When to Get a Medigap Insurance Plan

    If you find yourself with sizable out-of-pocket expenses despite having Medicare, a Medicare supplement plan – or Medigap ...
  24. How to Pick the Right Bonds For Your IRA

    Learn about the best types of bonds to include in an IRA depending on an investor's risk tolerance. Understand the tax benefits ...
  25. Is Dish Network's Stock Suitable for Your IRA or Roth IRA?

    Find out if Dish Network is a suitable investment for traditional or Roth IRAs. Learn about DISH's long-term stability, growth ...
  26. Deferred Compensation Plans Vs. 401(k)s

    Discover the major advantages and disadvantages offered by deferred compensation plans for retirement as compared to a 4 ...
  27. Can Medicare Recipients Also Have an HSA?

    The answer is usually no, but there are exceptions. You just have to know the rules to avoid penalties.
  28. It’s Never Too Late to Contribute to Your 401(k)

    Find out why it is never the wrong time to start contributing to a 401(k), even in your late 30s, 40s or 50s; discover how ...
  29. The Purpose of a Social Security Statement

    Learn what information your Social Security benefit statement contains and how you can use the information to more intelligently ...
  30. 10 Providers With 401(k) Plans for Small Employers

    If you're a small business that has steered clear of a 401(k) plan for your employees, find out how these providers can make ...
  31. Why to Not Use Your HSA for Current Medical Bills

    HSAs let people with high-deductible health plans pay out-of-pocket medical costs with tax-free money. But not using those ...
  32. This Is Why Your Employer Should Offer a 401(k)

    Understand the unique benefits that come with a small business offering a retirement savings plan such as a 401(k) to current ...
  33. 5 Apps to Help Build a Financial Safety Net

    Everyone needs an emergency fund in case of a job loss, injury or other unexpected expense. These apps make it easy to accumulate ...
  34. Is Google Stock Suitable for Your IRA or Roth IRA?

    Discover if Google is an appropriate investment for an IRA and whether it is more appropriate for a traditional IRA or a ...
  35. Is Tesla Stock Suitable for Your IRA or Roth IRA? (TSLA)

    Find out Tesla's suitability for an IRA and whether it is a better investment for a traditional IRA or a Roth IRA; learn ...
  36. My Employer Doesn't Offer a 401(k). Should I Care?

    Find out what do if your employer doesn't offer a 401(k) retirement savings plan, including alternative investment options ...
  37. When Annuities Are the Wrong Investment

    Understand how annuities provide several unique benefits, but many drawbacks as well, and identify the situations where they ...
  38. Annuities Vs. Bonds: Which One Is Better For You?

    Compare the important features of annuities and bonds, and understand which investment vehicle is the better choice based ...
  39. How Are 401(k) Withdrawals Taxed for Nonresidents?

    As a U.S. nonresident, deciding what to do with your 401(k) after you return home comes down to which tax penalties, if any, ...
  40. Why Are Annuities Important for Retirement?

    Understand how annuities work, and identify the benefits they provide for retirement, the most salient being a guaranteed ...
  41. Life Insurance vs. IRA for Retirement Saving

    Sure, you can tap your permanent life insurance policy to help fund your retirement. But in most cases, an IRA is the better ...
  42. Pick 401(k) Assets Like A Pro

    Professionals choose the options available to you in your plan, making your decisions easier.
  43. How Much Can You Contribute to Your 401(k)?

    Given the fairly high compensation limits on these retirement plans, most workers can pitch in more than they currently do. ...
  44. Life Insurance vs. Annuity

    There are certain scenarios in which investing in insurance is a savvy move. But expect a big chunk of your money to go toward ...
  45. How to Lower Investment Account Fees in Retirement (SCHW, ETFC)

    Retired investors need all the money they have, which is why they should keep an eye on investment fees, as high fees can ...
  46. Planning 401(k) Investments In a New Job

    Your 401(k) is one of the most important financial tools that you have. Setting it up the right way is key to a successful ...
  47. 10 Costs of Retrofitting Your House for a Senior

    A checklist of renovations a residence may need as you get older – or if you have an elderly person living with you.
  48. A Guide To Rollover A 401(k) To A New Employer

    Here's exactly what you need to know.
  49. This Is How Much You Can Contribute to Your IRA

    IRAs have certain tax advantages that allow your nest egg to grow at a faster rate. But there are annual limits on how much ...
  50. I Maxed Out My IRA! Now What?

    You've contributed your annual maximum to your IRA. Well done! But you need to save much more than that if you're going to ...
  51. Is A Backdoor Roth IRA Suitable for You?

    Meet with your tax advisor to find out what a backdoor Roth IRA is. Basically, it's a tax loophole that could help you prepare ...
  52. If Your Company Is Matching 401(k)s, Max It Out!

    If your employer matches your 401(k) contributions, fund your plan up to the maximum they'll match. Unless, of course, you ...
  53. How to Use Annuities for Retirement Income

    We explain how to use annuities for guaranteed income in retirement.
  54. How Are Variable Annuities Taxed?

    Before investing in a variable annuity, discuss your personal financial picture with a knowledgeable financial advisor.
  55. How Divorce Affects Social Security Benefits

    As an ex-spouse you may be able to claim benefits based on your ex-spouse’s earnings record. Here are the details.
  56. Retirement Tips: Choose the Best Annuity Provider

    It pays to get the best advice if you are thinking of putting your money into one of these complicated investments.
  57. Variable Annuities with Guaranteed Income Options

    Guaranteed benefit riders protect variable annuities against a market downturn, but they also make an already expensive product ...
  58. Maxing Out Your 401(k) vs. an IRA or Roth IRA

    What is the best way to save for retirement? Max out your 401(k)? Add an IRA? And what about the Roth? Your questions, answered.
  59. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

    Review four of the top retirement income mutual funds available on the market today, including those with tax advantages ...
  60. Retirement Tips: Choose The Best Charitable Gift Annuity

    Want to support a cause you care about, but still earn income from that donation in your retirement years? This vehicle offers ...
  61. How Are Social Security Benefits Estimated & Taxed?

    The Social Security check you'll get depends on your work history, when you start claiming a benefit and these other factors.
  62. Reinvesting Dividends Pays in the Long Run

    Find out why dividend reinvestment is one of the easiest ways to grow wealth, including how this tactic can increase your ...
  63. How Does US Social Security Measure Up Abroad?

    Social Security is a hotly debated topic. After examining the retirement plans of three different countries, the U.S.'s does ...
  64. How to Choose the Best Long-term Care Insurance

    Here's how to find and select a policy that provides the best coverage for you.
  65. Why are 401(k) contributions limited?

    Find out why contributions to 401(k) retirement plans are limited, including what the current contribution limits are and ...
  66. How do you calculate penalties on a 401(k) early withdrawal?

    Find out how to calculate the penalties on early withdrawals from your 401(k), including the impact of the additional 10% ...
  67. The Economics of Raising the Social Security Age

    Briefly examine the economics behind raising the retirement age for Social Security benefits and how it could impact the ...
  68. 401(k) Rollover: Pick Roth IRA or Traditional IRA

    Here are the pros and cons of choosing to roll over your 401(k) into a Roth IRA and a traditional IRA.
  69. 2 No-Load Mutual Funds Suitable for Retirement (VIPSX; FTBFX;)

    Take a closer look at two no-load mutual funds that should be on the radar for retirees or potential retirees looking for ...
  70. 8 Justifications For Sky-high CEO Salaries (AAPL, GE)

    Why are CEO salaries so astronomically high? There may be more to the story than you think.
  71. 3 ETFs to Protect Your Retirement From Inflation (WIP, TIP)

    Learn more about three of the best inflation-protected exchange traded funds for investors who are retired or who are approaching ...
  72. Top 5 401(k) Rollover Questions to Ask Your Advisor

    Managing your 401(k) wisely is paramount to a secure retirement. Accordingly, here's a guide to key questions you need to ...
  73. How to Recharacterize to a Traditional IRA

    If the technicalities of recharacterizing a Roth IRA to a traditional IRA seem dauntingly complex, here are a few simple ...
  74. Surviving Your First Year As A Trader

    These tips will reduce the learning curve for first-year traders.
  75. Comparing Contribution Limits: Roth 401k vs. Roth Ira

    Which one works better for you? Read on.
  76. Rolling Over a 401(k)? Consider the Fees

    Normally, there's no fee to roll over a 401(k) account. But ask your broker about the cost of opening a new account. That's ...
  77. How To Set Up A Trust Fund In The U.K.

    A guide to the whys and wherefores of setting up this most versatile of estate-planning instruments in the United Kingdom.
  78. How To Set Up A Trust Fund In Australia

    No, they're not just for the super-rich. But you need to know the rules.
  79. 401(k) Investment Policy Statement Example

    Here's what a 401(k) investment policy statement should look like.
  80. When Do I Stop Paying Social Security Tax?

    Almost never, unless you belong to one of these special groups.
  81. Traditional and Roth IRAs: Which is Better for Taxes?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  82. Non-Qualified Deferred Compensation Plan Vs. 401(k)

    What's are the key differences between these two retirement savings plans?
  83. ETFs Designed for Retirement Income

    These seven ETFs offer several advantages over traditional ETFs, especially for investors seeking retirement income.
  84. 401(k) Risks Advisors Should Know About

    Lawsuits are challenging the the fiduciary duty of plan sponsors related to 401(k) fees. Here's what financial advisers should ...
  85. 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.
  86. 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 ...
  87. Understanding Social Security Eligibility

    Who qualifies for Social Security payments and when can they get them?
  88. Understanding FHA Home Loans

    Don't be overwhelmed when filling out these forms. Find out what you need to do here.
  89. 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.
  90. Comparing IUL Insurance to IRAs and 401(k)s

    Indexed universal life insurance is the rise. But critics argue that wisely allocated IRA and 401(k) funds will normally ...
  91. 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.
  92. Best Roth IRA Stocks for 2015

    Looking for stocks with long-term potential for your Roth IRA? Here are the top seven picks for 2015.
  93. 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 ...
  94. Trading Options in Roth IRAs (SCHW)

    A breakdown of the do's and don'ts of trading options in a Roth IRA.
  95. IRA Accounts With No Minimum Deposit For 2015

    Three ways to start saving for retirement with a Roth or traditional IRA, no matter how little you have to invest.
  96. 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 ...
  97. Take These Simple Steps To Open An IRA

    Take these simple steps to set up an Individual Retirement Account that will save you tax money and set you up for the future.
  98. Qualifying Assets For Your IRA

    You're not allowed to hold every kind of asset in an IRA. What can you include – and which ones are banned?
  99. Best 2015 IRA Promotions

    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. When Retirement is Around the Corner

    With thousands of Baby Boomers reaching retirement age every day, here's a guide as to how financial advisors should approach ...
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