Retirement Articles

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  1. 5 Reasons Americans Retire in Puerto Rico

    Puerto Rico’s unique status as a U.S. territory can make it particularly attractive to Americans.
  2. Solo 401(k) vs. SEP: Which is Best for Biz Owners?

    Owners of small businesses have several choices when it comes to saving for retirement. When does it make sense to choose ...
  3. Managing Housing Costs During Retirement

    Keeping your home in retirement could pose financial restrictions you may not have considered. Explore options and keep more ...
  4. Events in 2016 That'll Alter Your Retirement Plans

    Retirement savers who are trying to see what lies ahead can expect these changes affecting their retirement plans in 2016.
  5. The 7 Best Countries for Retiring in Latin America

    You’ll find plenty of Latin American countries on this year’s lists of top places to retire abroad. Here’s a look at a few.
  6. The 4 Best Countries for Retiring in Asia

    Whether you're looking to hang out with your fellow expats, or immerse yourself in the local culture, Asia has much to offer ...
  7. How to Hedge Longevity Risk with Annuities

    Many Americans are looking for guaranteed retirement income that will last as long as they will. Here's how immediate annuities ...
  8. How Fees and Taxes Can Consume Your Nest Egg

    The challenges of saving for retirement are many; high fees, excessive fund costs and the impact of taxes can really add ...
  9. 7 Best Robo-Advisors for Client Transparency

    These are the top seven robo-advisors when it comes to the transparency of their fees and services.
  10. Can My Pension Fund Embrace Automated Investing?

    Robo-advisors are the hot thing in investment management. Is one coming to a retirement fund near you, or does your fund ...
  11. Is a Vanguard Roth IRA Account Right For You?

    Learn about factors such as fees and fund performance that help determine whether Vanguard is a suitable place to hold a ...
  12. Philippines: A Friendly Country for English Speakers

    Read about one of Asia's top English-speaking countries, and learn about the government policies that have brought English ...
  13. What to do During a Market Correction

    The market has corrected...now what? Here's what you should consider rather than panicking.
  14. 7 Ways to Use a Strong Credit Score During Retirement

    Find out why it is important to maintain a good credit in retirement. Learn seven reasons not to leave your credit score ...
  15. How to Hire a Retirement Advisor

    Making a retirement plan is a demanding task. Finding the right person (or people) to do it takes care.
  16. What Retirees Need to Know About Health Insurance

    Healthcare costs can eat a large chunk out of a retiree's income. Knowing what to expect can help you prepare and make the ...
  17. Your Retirement-Planning Team

    As you accumulate wealth, retirement planning can be too complex for just one person. The right team can help you avoid headaches ...
  18. Make Sure You Avoid Adding These Mutual Funds to Your 401(k)

    Find out which five types of mutual funds you should avoid in your 401(k), including why buying this year's hottest fund ...
  19. An Annuity Lowdown for Investors and Advisors

    Knowing how annuities work starts with an explanation of what each part is. Here is a list of terms that cover the basic ...
  20. Is This the Most Important Retirement Investment?

    Giving back in retirement is an oft-ignored but important investment. Giving charitably can be a force for happiness for ...
  21. How to Prod Clients Into Talking Long-Term Care

    Long-term care is a difficult subject to broach, but it's a reality for millions of Americans. Here's how to bring it up ...
  22. All That Glitters Does Not Belong in an IRA

    Gold can be an attractive investment given its meteoric rise. But those wanting it within their IRA must look at some of ...
  23. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  24. 3 Methods to use Life Insurance as an Investment During Retirement

    Find out whether life insurance may be a smart investment after you retire, and why it really depends on what you are trying ...
  25. 3 Safer Income-Oriented Asset Classes for Retirees in 2016

    Learn why the chase for safe retirement income will continue in 2016 with market yields remaining low, even with the Fed's ...
  26. The Top 3 Invesco Funds for Retirement Diversification in 2016

    Explore analyses of the top three Invesco mutual funds for retirement diversification in 2016, and learn about the characteristics ...
  27. 6 Cities in Puerto Rico for Retirement and Vacationing

    Learn about some of the most popular retirement destinations in Puerto Rico, and decide whether this U.S. territory is the ...
  28. Top 5 Transamerica Funds for Retirement Diversification in 2016

    Learn about five Transamerica funds that can provide retirees with viable alternatives to underperforming savings through ...
  29. The Generation Gap in Retirement Savings

    Baby Boomers may be closer to retirement, but compared to Millennials, they’re less likely to be on track with their savings. ...
  30. 5 Ways to Supercharge Your Retirement Savings

    Don't go into retirement without first supercharging your investments and savings.
  31. 6 Methods to Maintain a Healthy Credit Score During Retirement

    Learn how to improve your credit score during retirement. Your credit score still matters in retirement, and these tips can ...
  32. Asset Builder: Is This Robo-Advisor a Good Bet?

    Is robo-advisor Asset Builder right for you? It all depends on the type of investor you are.
  33. The True Cost of Robo-Advisors

    Robo-advisors may be cheaper, but are they always the right choice? How to tell if a robo is the least cost-effective choice.
  34. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom ...
  35. 5 Tax Advantages of Indexed Universal Life

    Indexed universal life insurance provides these five tax benefits.
  36. Roth IRAs: When to Convert, When Not To

    Converting assets in traditional IRAs to a Roth can provide clients with an additional set of options in strategizing for ...
  37. 7 Things You May Not Know About Social Security

    Social Security is designed to provide a safety net, but a lack of understanding can negatively impact a recipient's benefits.
  38. Why You Should Keep Your Equity Sails Flying

    Why leave money in equities and risk another year of lost opportunity, when fixed income securities seem to be on the road ...
  39. Six Funds to Maximize Your Income in Retirement

    Which funds work best during retirement, when you are drawing on your saving accounts for income? Here are six recommended ...
  40. 5 Sunny Places to Retire to Outside the U.S.

    Yearning to live abroad? Here are 5 hot places (literally and figuratively) to spend your post-workaday years.
  41. How Survivorship Life Insurance Works

    Should you buy a survivorship life insurance policy?
  42. How a 403(b) Works After Retirement

    Everything you need to know (don't be afraid to ask) about handling your 403(b) plan when you retire.
  43. How to Make Early Retirement a Reality 

    Early retirement doesn't have to just be a pipe dream if you've got a plan for making it happen.
  44. Why Homemakers Face a Risky Retirement

    According to a survey, homemakers run the risk of not being retirement ready. Here are some ways nonworking spouses can prepare ...
  45. Retirement is a whole new ball game for the Boomers

    Learn about the eight key things modern retirees do differently in 2015 than in previous generations, and the pros and cons ...
  46. 5 Retirement Trends for 2016

    Whether baby boomers are retired, semi-retired or starting second careers for fun, their choices will dominate American culture ...
  47. How to Help Single Clients Plan for Retirement

    Financial planning often focuses on married couples, but there are lots of unmarried folks who need advice from financial ...
  48. How to Educate Clients on Self-Directed IRA Risks

    Self-directed IRAs are not for inexperienced investors. They carry these unique risks.
  49. Recharacterizing Your IRA Contribution or Roth Conversion

    Learn why you might make such a transaction and find out how to calculate how it will affect you.
  50. An Introduction to Roth IRAs

    Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.
  51. How to Choose a Residential Care Home

    When an elderly loved one needs supervision, a residential care facility can be the closest thing to living at home.
  52. Bond Ladders: A Bad Idea for Retirees?

    Using a ladder approach may sound smart, but purchasing individual bonds usually means higher costs and less flexibility ...
  53. How to Be a Top Advisor to 401(k) Plan Sponsors

    Serving as an advisor to 401(k) plan sponsors can be a very lucrative niche. Here is what plan sponsors want most from advisors. ...
  54. How to Help Clients Navigate Pension Payments

    Financial advisors play a key role in helping clients make critical pension decisions. Here are some tips to help clients ...
  55. When to Plan for Retirement Income vs. Savings

    Accumulating a nest egg is the first step in effective retirement planning. The second is making sure you have enough income ...
  56. Picking the Best Insurance Provider for Your Needs

    Whole life insurance can come in different flavors and varieties. Scroll through this list to see which options best suit ...
  57. 6 Signs You Are OK to Retire

    As you approach retirement age, there are a number of factors to consider before deciding on when you want to retire. Here ...
  58. Are Student Loans Putting Your Retirement At Risk?

    Can't think about saving for retirement because you are drowning in student loan debt? Here are some solutions.
  59. Retiring in Your 30s: Is It Even Possible?

    Retiring in your 30s is possible for some, but is it the best life change for you?
  60. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  61. The Best Retirement-Planning Apps

    Developing a retirement strategy can be quite burdensome. Fortunately, modern technology is here to help, in the shape of ...
  62. Stages of Retirement Planning

    From twenty- to sixtysomething, here are some age-targeted ways to plan for your life post-job.
  63. Boomers: Here's Why Your Nest Egg Could Fall Short

    Baby Boomers' savings could fall short of providing for the kind of retirement they expect. Here's what they can do about ...
  64. Which Robo-Advisor is Best? Here's a Shortlist

    Robo-advisors are not going away anytime soon. Here is a look at 2016's best options for investors considering this form ...
  65. Dividend-Paying Whole Life Insurance: What to Know

    Many whole life insurance policies pay dividends. Here are what policyholders need to consider.
  66. Is a Roth IRA Conversion Right for Your Client?

    Here are the factors advisors and their clients need to consider when it comes to Roth IRA conversions.
  67. Online Tools to Help Make Retirement Savings Last

    These online tools can help stretch retirement dollars as far as possible.
  68. 3 Affordable Arizona Retirement Communities

    Discover the reasons why many active adults enjoy retirement in Arizona, and learn more about some of the most affordable ...
  69. Austin, Texas: The Best Retirement Communities

    Discover five of the most desirable retirement communities for seniors located in the Austin/Georgetown metropolitan area ...
  70. Retirement's Evolution: How Advisors Can Profit

    As the retirement landscape shifts, advisors unable to adapt to a forward-thinking business model may find themselves left ...
  71. Living in the Dominican Republic on $1,000 a Month

    Determine whether a $1,000 monthly budget is enough to live comfortably and safely in the Dominican Republic, an island nation ...
  72. 3 Luxurious New York Retirement Communities

    Discover why retirees are attracted to New York as a retirement destination, and learn more about three of the most luxurious ...
  73. Target-Date Funds Vs. S&P 500 Indexing

    Learn the pros and cons of target-date funds, and why they are increasingly popular in 401(k) plans. There are also ways ...
  74. California's 3 Most Affordable Retirement Communities

    Discover why California is a popular retirement destination, and learn about some of the most affordable retirement communities ...
  75. 3 Connecticut Retirement Communities That Won't Break the Bank

    Discover why Connecticut is a popular retirement destination for many individuals, and learn about some of the most affordable ...
  76. 5 Things to Ask Before Hiring a Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for ...
  77. Beaufort, South Carolina: The 5 Best Retirement Communities

    Discover why the Hilton Head area of South Carolina is a popular destination for retirees, and learn about the top five retirement ...
  78. Six of the Best Credit Cards for Seniors

    You’re retired, but the expenses don't stop. If you’re looking for a new credit card, which should you choose? Here are six ...
  79. Living in China on $1,000 a Month

    Learn how you can live comfortably on a $1,000 monthly budget in China, a country known around the world for its growing ...
  80. Traditional IRA Deductibility Limits

    Find out whether you can take a tax deduction on the contributions you make.
  81. Is Altria Stock Suitable for Your IRA or Roth IRA? (MO)

    Discover if Altria Group Inc.'s stock is the near-perfect investment vehicle for an IRA or a Roth IRA. Learn how to exploit ...
  82. Dallas, Texas: The 5 Best Retirement Communities

    Discover why the Dallas/Fort Worth area of Texas is a popular retirement destination, and five of the best retirement communities ...
  83. Arizona's 4 Best Cities For Ultra-Rich Retirees

    Discover the aspects that make Arizona an attractive destination for retirement, and learn about the cities where retirees ...
  84. Is Delta Stock Suitable for Your IRA or Roth IRA? (DAL)

    Learn about Delta Airlines and the factors that affect the company's performance. Discover if Delta stock makes an appropriate ...
  85. Is Boeing Stock Suitable for Your IRA or Roth IRA? (BA)

    Understand why portfolio managers are bullish on Boeing, and determine whether this stock is more suitable for a traditional ...
  86. Top 4 California Cities to Retire if You're Ultra-Rich

    Discover why many rich individuals are choosing to retire in California, and some of the cities that are popular as retirement ...
  87. Waddell & Reed vs. Robo-Advisors: A Comparison

    The Waddell & Reed model is a traditional approach to financial planning. Here's how it differs from robo-advisor platforms. ...
  88. 3 Luxurious Massachusetts Retirement Communities

    Learn why Massachusetts is favored among certain retirees, and discover more about some of the most luxurious retirement ...
  89. 4 Financial Fitness Tips for 30-Somethings

    When it comes to investing, your retirement plan could be considered the core of your financial well-being. Here we tell ...
  90. Talking to Your Kids About Your Retirement

    Having a frank conversation with your adult children is a good way to manage their expectations about future help from you. ...
  91. The Continuing Retirement Savings Crisis

    While Americans work more hours than employees in any other developed country, they're coming up woefully short in retirement ...
  92. How to Boost Social Security Spousal Benefits

    There are a wide variety of complex spousal Social Strategy strategies. Here are the best ways to get the most out of them. ...
  93. Roth vs. Traditional IRA: Which Is Right For You?

    To answer this question, you need to consider several of the factors we outline here.
  94. Are More Baby Boomers Working After Retirement?

    Today’s baby boomers are choosing from among diverse options to fill their retirement years, with freelance work being an ...
  95. Which Are the Best US States to Retire to in 2016?

    It’s good to know that certain states are senior-friendly with good healthcare and low taxes, but as for "best," that’s quite ...
  96. 9 Canny Ways to Avoid Outliving Your Money

    Most Americans are hoping to enjoy multiple decades of retirement, but maintaining enough assets to last that long can be ...
  97. Pittsburgh's 5 Best Retirement Communities

    Discover why many retirees are settling in Pittsburgh; read about several retirement communities in the area and their attractive ...
  98. Budgeting Tips: Living in Ecuador on $1,000 a Month

    Discover just how far $1,000 per month goes in Ecuador, home to colonial cities high in the Andes and quiet beaches on the ...
  99. Budgeting Tips: Living in Panama on $1,000 a Month

    Discover how far $1,000 in monthly income can take you in Panama, and determine whether this Central American paradise is ...
  100. 457 Plan Contribution Limits in 2016

    Learn about the 2016 contribution limits for 457(b) retirement plans and how you may be eligible to make catch-up contributions ...
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