Retirement Articles

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  1. Why Long Term Care Isn’t a Client Priority

    Long term care is a difficult subject to broach with clients, but advisors need to do it. Here are some tips on how to tackle ...
  2. Making Spousal IRA Contributions

    Eligibility requirements, contribution limits and tax deductions all change with one little ring.
  3. Tax-Saving Advice for IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  4. These IRA Contributions Will Cut Your 2015 Taxes

    No matter how you save for retirement, take advantage of the time between now and April 15, 2016, to add to your nest egg ...
  5. Should You Let Your 401(k) Be Managed by Vanguard?

    Find out if Vanguard's reputation and track record as a 401(k) plan provider is as stellar as its reputation and track record ...
  6. How Advisors Can Land Plan Sponsors as Clients

    Plan sponsors can be lucrative clients for advisors. Here are the areas that financial advisors should focus on to attract ...
  7. Life Estate vs Irrevocable Trust: Which is Better?

    People considering application for Medicaid can put their biggest asset - their home - in a trust that splits ownership of ...
  8. Why Being Too Conservative Can Hurt Your Retirement Savings

    People close to retirement have to get more conservative in their investments, but they can't be too safe. Unless they want ...
  9. 8 Steps to Take If You’re Retiring in 2016

    Along with all the exciting plans you're making for your retirement, take these financial steps in preparation for a smooth ...
  10. 401(k) Balance: How You Compare to Others Your Age

    How much people have put away for retirement varies, naturally, by old they are. See how your savings stack up.
  11. Is Your Health Insurance Enough For Retirement?

    Learn what to expect to pay for health insurance in retirement, what is covered through Medicare and what the Affordable ...
  12. Introduction to Social Security

    You've probably contributed to this fund, but will you reap the benefits? Find out here.
  13. Why Boomers Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  14. 3 Ways to Get Social Security Benefits

    Social Security isn't just for retirement. Learn about all three benefits provided by the Social Security Administration: ...
  15. Pros & Cons of Using a Robo-Advisor

    Robo-advisors come in all shapes and sizes. This article goes through the pros and cons of this new approach to financial ...
  16. 10 Common Questions About Social Security

    Find out everything you need to know about this program.
  17. Estate Planning Checkup: When to Update your Estate Plan

    Estate planning is an important piece of an overall financial plan, but it can't be set and forgotten. Life events are going ...
  18. SIMPLE IRA Contribution Limits in 2016

    Learn the SIMPLE IRA contribution limits for 2016, with a brief summary of how the plan works, including eligibility and ...
  19. Top Ways to Minimize Taxes on 401(k) Withdrawals

    Maximizing your retirement savings is essential to a secure retirement, and a part of that is minimizing taxes on 401(k) ...
  20. Is ConocoPhillips Stock Suitable for Your IRA or Roth IRA? (COP)

    Learn more about ConocoPhillips, one of the strongest companies in the oil sector, and whether it would be a suitable addition ...
  21. How to Delay Drawing Down on Investments in Retirement

    Retirement lasts a long time so you want to make your savings last. Thankfully there's lot of ways to do it, from curbing ...
  22. How Retirees Can Earn Extra Income

    Retirees living on a fixed income may find themselves in dire straits, but fortunately, there are ways to earn extra income.
  23. Options for Your 401(k) at Retirement

    What to do with your 401(k) could be your most critical financial decision for retirement. Look at your entire financial ...
  24. A Look At Robin Williams' Net Worth and What Happened to His Estate

    Understand what happened to Robin Williams' estate and what his estate included. Learn about the court battle over his remaining ...
  25. IRA Contribution Limits in 2016

    Find out about the 2016 limits for contributions and income thresholds for individual retirement accounts, including traditional ...
  26. How to Cope With the New Social Security Rules

    Here's what clients and advisors need to know about the important and recent changes made to Social Security claiming options.
  27. MLP Investors Hit with Surprise Tax Bill from IRAs

    Some taxpayers who invested in a MLP via their IRA received a nasty surprise when they were notified that they owe substantial ...
  28. Why a Roth Conversion May Make Sense Now

    Converting to a Roth IRA is a simple strategy that can help weave a silver lining from an otherwise financially mediocre ...
  29. SEP IRA Limits in 2016

    Discover the SEP IRA limits for 2016. Included is a summary, plans that would be ideal candidates for SEP IRAs, and contribution ...
  30. 6 Target-date Fund Myths

    Target-date funds are good retirement savings vehicles for most working people. But there are common misperceptions about ...
  31. 4 Unusual Ways to Boost Social Security Benefits

    Working the system to get the highest legal Social Security benefits just got harder. Two long-time benefits strategies expired ...
  32. Social Security: To Delay or Not to Delay?

    Should you delay taking your Social Security benefits? As with most things in the financial planning world the answer is: ...
  33. How 529s Can Hurt Grandparents

    529 savings plan are a great way to save for a college education. But when grandparents open the account, in some cases it ...
  34. How Married Couples Can Maximize Social Security

    Making the most of Social Security can be a complicated thing for married couples, but finding the maximum return is worth ...
  35. Top 5 Putnam Funds for Retirement Diversification in 2016

    Discover the best Putnam Investments mutual funds for retirement diversification, and learn where to allocate your investments ...
  36. 8 Ways Retirement Changed in the Last 20 Years

    From rising lifespans to tumbling savings, it's getting harder to save for life after your earned income stops. That's why ...
  37. How to Change Your Retirement Plan

    Retirement is one of those things you plan for but it can't be etched in stone. From asset allocation to risk tolerance, ...
  38. 13 Best US Cities to Retire to in 2016

    Retirement is your second chance to pick your best place to live, and this time, the job market is probably not your top ...
  39. 10 Best Countries to Retire to in 2016

    Hot off the press: the countries that made the 2016 lists of best places to retire abroad. Which one is right for you?
  40. Are QLACs the Next Big Thing for Retirement?

    New to the retirement scene Qualified Longevity Annuity Contracts are starting to take off. Here's why.
  41. Where to Retire Abroad? Follow Your Fellow Expats

    Retiring abroad is exciting and can save you money. Here's a list of countries where you're likely to find the most bang ...
  42. Are Fees Eating Up Your Nest Egg?

    You may not be able to avoid all fees associated with retirement planning, but you should know what you’re being charged ...
  43. When a $9,701 Cup of Coffee is a Bargain

    We seldom think of our spending in bulk. For example, we don’t think how much our house costs, we think about how much our ...
  44. Roth IRA Contribution Limits in 2016

    Discover the benefits of Roth IRA accounts and how much you can contribute for your retirement. Learn which IRA plan is best ...
  45. Taxes 101 for Retirees

    Retirees who don't understand the tax rules regarding their income may end up with a higher tax liability.
  46. Income Relating: Who Pays More for Medicare?

    You can retire, but you can never retire from income tax planning.
  47. Top Estate Planning Beneficiary Mistakes to Avoid

    Asset transfer can be fraught with twists, but adhering to a few practical procedures can go a long way in navigating these ...
  48. How Advisors Can Make Sure Clients Diversify

    A look at how advisors can help clients build properly diversified portfolios to balance risk and return.
  49. 2016’s Three Most Expensive U.S. Retirement Cities

    Think twice before you decide to retire to New York, Honolulu or San Francisco. Talking to a financial planner can help you ...
  50. Why Healthcare Planning is Vital to Retirement

    Retirement planning is also about healthcare planning. Here's how to factor it all in.
  51. Using Insurance in a Business Succession Plan

    How to use life and disability insurance to help fund a business succession or buyout plan.
  52. 3 Ways Retirees Can Generate Income From Investments

    Retirement can last a long time, which means people not only have to save for retirement but see it generate income. Thankfully ...
  53. Long-Term Care: How Technology Can Defray the Cost

    The chances of needing long-term care are high which means an added and costly expense. Thankfully technology can play a ...
  54. How Veterans Can Pick the Right Financial Advisor

    Veterans who are looking for a financial advisor need to ask these questions.
  55. Elizabeth Warren's Solution to No COLA Increase in 2016

    Look at Sen. Elizabeth Warren's plan for a 3.9% increase in Social Security benefits in place of a COLA in 2016, and how ...
  56. Top 5 Fidelity Funds for Retirement Diversification in 2016

    Learn how five top funds from Fidelity can be allocated to create a diversified retirement portfolio for generating lifetime ...
  57. Is Alcatel-Lucent Stock Suitable for Your IRA or Roth IRA? (ALU)

    Learn about whether Alcatel-Lucent is better as a retirement investment in a traditional IRA or a Roth IRA. Find out about ...
  58. The 3 Best Social Security Calculators For 2016

    Find out how to analyze your Social Security benefits under different retirement scenarios using multifunctional online Social ...
  59. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, there can be devastating consequences.
  60. 3 Mutual Funds That Are Top Bets for Retirement in 2016

    Find out which three mutual funds offer the best combination of consistent performance and low cost for your retirement income ...
  61. Top 3 T. Rowe Funds for Retirement Diversification in 2016

    Find out which T. Rowe Price funds to use to create a diversified retirement income portfolio for current income, income ...
  62. The 401(k) Plans That Vanguard Offers

    Find out what you need to know about Vanguard's 401(k) plan offerings to large and small businesses and what makes them so ...
  63. Why Own Life Insurance in a Qualified Retirement Plan?

    What are the pros and cons of owning cash value life insurance in a qualified retirement plan?
  64. 401(k) Contribution Limits in 2016

    Find out what the contribution limits are for 401(k) retirement savings plans in 2016, including individual, employer and ...
  65. Top Tips for Retaining Widowed Clients

    These tips should help keep your widowed clients safely in your book of business for years to come.
  66. The Top 5 Retirement Income Equity Mutual Funds for 2016

    Find out the top five retirement income-equity mutual funds for generating solid total returns for your retirement-income ...
  67. Top 4 Dodge & Cox Funds for Retirement Diversification in 2016

    Find out the four Dodge & Cox mutual funds to use to create a well-diversified retirement income portfolio and learn why ...
  68. Find the Top Retirement Cities in Puerto Rico

    From sprawling urban San Juan to seaside and mountain towns, Puerto Rico is dotted with communities that retirees might want ...
  69. 4 Tips for Retiring in Puerto Rico

    If beaches are your thing, Puerto Rico is likely on your radar as a retirement destination. Here's what else to know before ...
  70. How Much Millennials Need to Save for Retirement

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  71. Retirement: Why the First Decade is the Most Vital

    Retirement doesn't mean retiring from managing finances. And the first decade of retirement is the most crucial. Here's why ...
  72. Why Not to Despair Over Retirement Budgeting

    Recent research shows people spend much less money in retirement than they do during their working lives. Here's why.
  73. Iconic Restaurants and Top 10 Economies: The Top INV Stories of 2015

    What were you reading in 2015?
  74. A Review of Vanguard Target Retirement Funds

    Gain insight into the Vanguard Target Retirement Funds with a look at the fund composition, fees and what to consider in ...
  75. 3 Signs You Have Retirement Disillusionment

    Everyone has an idea about what their retirement will look like but often the reality is far from the expectations.
  76. How Doctors Can Find the Right Financial Advisor

    Doctors looking for a financial advisor can find them using these methods and should ask the right questions.
  77. Estate Planning Tips for Tax-Deferred Investments

    Bequeathing assets in tax-deferred investments can be tricky. Here are some of the pitfalls and how to avoid them.
  78. Pros and Cons of "Small-Home" Care Facilities

    Intimate alternatives to traditional large nursing homes are gaining popularity. Could one of them be right for you or a ...
  79. New Retirement Plan Limits for 2016

    Here's what the limits look like for 2016, compared to 2015 (the taxes you'll file in April).
  80. How Private Split-dollar Life Insurance Works

    Understand how a private split-dollar life insurance plan can help leverage gifts and reduce estate taxes.
  81. Top Retirement Planning Tips for New Mothers

    Whether you choose to be a stay-at-home mom or a work-at-home mom, there are retirement savings options for you.
  82. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  83. 3 ETFs that are Top Bets for Retirement in 2016 (SCHZ, VYM)

    Look at three ETFs that retirees or near-retirees should consider heading into 2016, and why it's important to consider both ...
  84. How Working Might Hurt Your Retirement Plans

    Research shows that relying on your ability to work well into your retirement — depending on your line of work — may not ...
  85. Is Costco Stock Suitable for Your IRA or Roth IRA? (COST)

    Understand why shares of Costco are better suited for investments in a traditional individual retirement account as opposed ...
  86. Should I Invest in Bonds After I Retire?

    Yes, retirees should invest in bonds, but remember that not all bonds are safe investments. Seek the help of a financial ...
  87. Why Retirees Can't Count on Muni Bonds

    Interest may not be tax-exempt for seniors with Medicare or Social Security benefits.
  88. Is Rite Aid Stock Suitable for Your IRA or Roth IRA? (RAD)

    Find out if Rite Aid stock is suitable for an IRA investment. Learn about RAD's financial outlook and whether a traditional ...
  89. Retirement Tips for Lawyers

    Learn valuable tips that lawyers can use to prepare themselves financially, mentally and emotionally for a great new life ...
  90. Is Apple Stock Suitable for Your IRA or Roth IRA? (AAPL)

    Discover the taxation structures of traditional IRAs and Roth IRAs, and five reasons why Apple is a suitable stock to add ...
  91. 3 REITs that Are Top Bets for Retirement in 2016 (HCP, O)

    Learn more about three real estate investment trusts (REITs) that would be the best bets for boosting your retirement income ...
  92. Why You Should Set Up a Charitable Trust Now

    Now may be the best time to set up a charitable trust. Here's why.
  93. 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 ...
  94. Top Estate Planning Tips for 401(k)s and IRAs

    Here's how to avoid estate planning pitfalls when it comes to leaving IRA and 401(k) assets to heirs.
  95. Is Cisco Stock Suitable for Your IRA or Roth IRA? (CSCO)

    Learn about long-term prospects for Cisco shares and the general investment thesis. Find out if the stock is better suited ...
  96. The Risks of Reaching for Yield During Retirement

    In a low-interest-rate environment, when "safe" investments aren't enough to support your retirement, how much risk is acceptable ...
  97. Beware: How to Spot Popular Scams for Retirees

    Some scams are tailor-made for seniors, but knowing the tricks of the fraudulent trade provides the best defense against ...
  98. How to Create a Solid Succession Plan for Your Business

    If you want to start finding trusted people to take on key leadership roles within your company, the time to start is now. ...
  99. Reality Check: Are You Really Ready to Retire?

    If you're wondering whether your savings will last throughout your retired years, there are a few things you can do right ...
  100. Alternatives to Social Security's File & Suspend

    The file and suspend strategy for Social Security will no longer be valid in 2016. Here are some alternatives.
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