Retirement Articles

  • Showing 501-600 of 2,913 items
  • <<
  • ...
  • 5
  • 6
  • 7
  • ...
  • 30
  • >>
  1. How to Break the Paycheck-to-Paycheck Cycle

    Living paycheck-to-paycheck — which many high-income earners do — leaves little wiggle room for any unexpected expenses.
  2. What are Top 3 UBS Global Funds?

    Learn about UBS's asset management business, past mutual fund performance and the top three UBS mutual funds to consider ...
  3. How Much Money Do You Need to Retire in Thailand?

    With one of the world's lowest costs of living, Thailand is home to a growing number of expats, including many retirees.
  4. Inheriting an IRA: Tax Rules You Should Know

    Don’t get hit with a 50% penalty because you don’t know the required minimum distribution (RMD) rules for IRA beneficiaries.
  5. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  6. 5 Reasons Americans Retire in Puerto Rico

    Puerto Rico’s unique status as a U.S. territory can make it particularly attractive to Americans.
  7. Retire in Australia with $200,000 of Savings?

    Maybe. Thanks to a strong U.S. dollar, Australia has become more affordable, at least for Americans.
  8. Retire in Vietnam with $200,000 Of Savings?

    An excellent retirement "buy" because English is spoken widely, the cost of living is compellingly low and Americans are ...
  9. How to Sort Out Taxes on an Inherited 401(k)

    With inherited assets, if not handled properly, you may lose a good chunk of the sum to taxes. Here are some tips on how ...
  10. Top 3 Voya Funds for Retirement (IVGTX,ITCSX,IJMIX)

    Learn about Voya Investment Management's mutual fund offerings and the three Voya funds to consider for retirement diversification ...
  11. Laws That Help Low Income Retirement

    If you're retired – or about to be – and money is tight, look to these programs and other benefits for help should you need ...
  12. 3 Reasons Your 401(k) Is Not Enough for Retirement

    Learn the basic structure of a 401(k), and a number of reasons why it may not be substantial enough to secure an individual's ...
  13. Protect Your Nest Egg from a Bear Market

    The economy has its ups and downs. Investors who take a disciplined approach and diversify their portfolios are better prepared ...
  14. Class of 2016: Time to Start Retirement Planning

    Recent college graduates should start saving for retirement now–here's how to go about it.
  15. Family Business Estate Tax Loophole Could Be Closed

    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  16. New Money Market Regulations: What You Need to Know

    New money market regulations set to go into effect in October will change the face of an important investment option for ...
  17. 5 Planning Tips for Gen X and Millennials

    Gen X and Gen Y to need to get their finances in order, so here are some tips to get started.
  18. The Overlooked Benefits of Roth Accounts

    Roth IRAs and Roth retirement accounts can be powerful tax planning tools when used prudently. Here are some often overlooked ...
  19. How to Help Female Clients Retire Successfully

    Financial advisors working with female clients need to take their unique needs into account to ensure they retire successfully. ...
  20. 5 Reasons to Retire in Canada

    From proximity to the U.S. to affordable healthcare, there are at least 5 great reasons to consider moving to Canada for ...
  21. Donald Trump Takes a Stand on 401(k) Investments

    The Donald Trump approach to 401(k) investments could be a recipe for long-term disaster for investors with a longer time ...
  22. The Vanguard Effect: Lower Expenses, Higher Returns

    Vanguard distinguishes itself by being the low-cost provider in a crowded field of mutual funds and ETFs.
  23. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely go up. This is an overview of what to expect ...
  24. 5 Signs That You're Living Beyond Your Means

    Learn what to watch for before you find yourself drowning in debt or filing for bankruptcy.
  25. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  26. The Top Secrets to Building Wealth

    Making savings automatic and regular is instrumental when it comes to building wealth. Mindful spending is also helpful if ...
  27. How to Make Investing Uncomplicated

    Investing is not rocket science. If you have a consistent investment strategy, you will be rewarded in the long run. Start ...
  28. 3 Mistakes That Can Ruin Your Retirement Abroad

    Retirement abroad can be a great way to save some money and see the world, but without proper planning it could end up being ...
  29. Top 3 Health Insurance Options if You Retire Early

    Early retirees will need to maintain coverage until they become Medicare-eligible at age 65.
  30. 5 Top Ways to Double Your Investment

    From risky maneuvers to slow-and-steady strategies, we look at five methods to double your money.
  31. 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 ...
  32. 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) ...
  33. Retire at 45 With $500,000: Is It Possible?

    Is it possible to retire at 45 with $500,000 in savings? Is it even advisable? Let’s take a look and see.
  34. The Expanding Role of Technology in Financial Advice

    Find out how financial advisors can serve investors better with some fresh thinking and a little help from technology.
  35. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  36. What to Expect When Retiring with 1, 2 or 3 Million Dollars

    Today's low interest rates are putting seniors in a difficult position. Now, even retiring with $1 million may not be enough ...
  37. 5 Reasons Why More Retirees Are Going Back to Work

    The list of encore careers for seniors is growing longer.
  38. 8 Essential Four-Letter Words for Financial Health

    By embracing these four-letter words, you can take the steps necessary to improve your financial health.
  39. 4 Keys to a Satisfying Retirement

    As these four factors illustrate, successful retirement planning takes more than entries in a spreadsheet into consideration. ...
  40. Is Your Social Security Check Less Than You Thought?

    If you're counting on your Social Security check to cover financial gaps in retirement, you may be in for a shock if your ...
  41. What to Do If Your Retirement Account Takes a Hit

    A shrinking retirement account is scary at any age. Here's what to do if your retirement account takes a sudden hit.
  42. 4 Best Cities for Military Retirees to Live

    The best places for military retirees to live include Washington D.C., San Diego and San Antonio. Here's a look at each city ...
  43. How 401(k) Withdrawals Work When You're Unemployed

    Unemployed individuals can pursue several options when taking money out of their 401(k), but they should carefully weigh ...
  44. Free Lunch 101: How to Fund an HSA with Your IRA

    From a retirement planning perspective, a free lunch can refer to the relatively unknown one-time IRA to HSA transfer.
  45. Common Retirement Advice That DINKs Can Ignore

    The retirement rules are different when a couple has no kids. Spending more, retiring sooner – all kinds of options open ...
  46. Why Playing it Safe Could Hurt Your Retirement

    The stock market has its ups and downs. But when it comes to retirement planning, investing is a great strategy for building ...
  47. Clearing Up 7 Big Social Security/Medicare Myths

    Here are some common misconceptions that many clients of financial advisors have when it comes time to file for Social Security ...
  48. Medicare Part D Could Drain Your Retirement Savings

    The biggest Medicare Part D risk is not having the right plan to cover the prescription drugs you need. And there are others. ...
  49. Should You Roll Over Your Old 401(k)?

    You have four options when it comes to handling your a 401(k) from a job that you preparing to leave. Learn what those options ...
  50. Getting Divorced? Protect Your Pension

    If you are parting ways with your spouse, gaining an understanding of your pension benefits can help ensure your retirement ...
  51. Don't Retire Early - Change Careers Instead

    Many people who long for early retirement simply may have never known what it's like to enjoy going to work every day. A ...
  52. Social Security: Saving vs. Delaying Benefits

    If you are turning 66 and still working, does it make sense to put Social Security benefits in a savings account or CD or ...
  53. Pension Options: Payout vs. Payments

    If you are entitled to a pension you have financial decisions to navigate. Here are some considerations that can help you ...
  54. What to Do Now That 401(k) Tax Advantages Are Under Attack

    The 2017 proposed budget was just the latest attack on 401(k) tax advantages for accounts with big balances. Here are smart ...
  55. 5 Questions to Solve Before Retiring

    Looking to make an informed and rational retirement decision? Nail down the answers to these five questions, and you'll be ...
  56. Long-Term Care Policies Are Falling Out Of Favor

    Americans are buying fewer long-term care insurance policies. In response to this trend, the LTC industry is offering new ...
  57. 4 Reasons Why Americans Retire in Colombia

    Learn about the top four reasons why Americans are choosing to retire in Colombia.
  58. How Reverse Mortgages Work

    Looking into a reverse mortgage may be a good option for accessing the equity in your home if you are retired.
  59. Roth IRA and Time Equals a Solid Retirement Plan

    Educating yourself on retirement savings opportunities at the start of your career can have a huge impact on your personal ...
  60. 7 Tips for the Best Health Savings Account (HSA)

    You want the best health savings account you can find to cover your healthcare costs. Here are tips to help you locate one.
  61. Where Should 60-Somethings Hold Cash for Safety?

    Those nearing retirement often consider allocating part of their capital to cash instruments. Here are some tips on how to ...
  62. OAEIX,OPPAX: Oppenheimer Funds’ Top Funds for Retirement

    These four mutual funds are OppenheimerFund's best for retirement portfolios.
  63. Retirement Savings Tips For 35- To 44-Year-Olds

    Learn how the "sandwich generation" can save for retirement while taking care of their kids and parents.
  64. 6 Tips For Increasing Your Net Worth

    Here are the six best things you can do to increase your net worth.
  65. Rising Debt Hindering Boomers' Retirement Plans

    Boomers in pre-retirement and retirement are grappling with debt more than previous generations, which is impacting their ...
  66. How to Build the Biggest IRA Possible

    Tax savings are an obvious benefit of an IRA. But savvy investors can maximize their IRA returns with strategies like these.
  67. Live Like a Millionaire on $3,000/Month in These 10 Countries

    A million dollars no longer guarantees luxury. So why not consider moving to one of these countries, where a high quality ...
  68. Embracing a Short-Term Boring Retirement Plan

    A financial planner offers his take on retirement planning and explains how his short-term boring, long-term exciting approach ...
  69. Why Fee-Based Variable Annuities Are Coming Back

    The DOL rule may lead to sweeping changes in the retirement planning industry, and there will likely be more use of fee-based ...
  70. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  71. Nailing the Conflicts of Interest With 401(k)s

    Conflicts of interest in 401(k) plans can lead to serious losses for individual investors. This is how you can become an ...
  72. IRS Rule on 401(k) After-Tax Dollars

    A relatively new IRS ruling has made it easier for taxpayers to benefit from making after-tax contributions to their 401(k) ...
  73. 3 Unintended Consequences From the New Fiduciary Rules

    Learn about three possible unintended consequences of the newly passed DOL fiduciary rule, including how they may impact ...
  74. Signs You're Ready to Retire

    Learn the five signs that indicate you are OK to retire. Discover what steps are crucial to determining an effective and ...
  75. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  76. What Is the Best Age to Get an Annuity?

    Optimizing the benefits of an annuity means guaranteeing a stream of income you can't outlive.
  77. When to Consider an In-Service 401(k) Withdrawal

    In many cases, early withdrawals from 401(k)s to be avoided. But if you are 59 1/2 or older, they may help you devise a better ...
  78. Should Parents Save Towards College or Retirement?

    Many parents are unsure about whether to save more for retirement or education for their kids. These general guidelines that ...
  79. 5 Steps to a Retirement Plan

    These considerations will help you make a realistic and thorough retirement plan.
  80. How to Advise Non-U.S. Citizens on Social Security

    Advising clients who are not U.S. citizens on Social Security is complex. Here is how you can successfully navigate this ...
  81. 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.
  82. Top Reasons Not to Roll Over Your 401(k) to an IRA

    Five cases in which keeping your plan in place – or employing another non-IRA strategy – is the better move.
  83. 10 Best Retirement Cities in the U.S.

    Discover 10 destinations across the United States whose mix of affordability, weather and amenities attracts significant ...
  84. 3 Big Financial Mistakes to Avoid in Your 30s

    Want to have continued control of your finances as you get older? Start by making sure to avoid these three financial mistakes ...
  85. 3 Ways to Ensure Your Path to Financial Literacy

    People have strong feelings when it comes to money. Here are three ways to arm yourself with financial literacy and break ...
  86. Top 3 Mutual Funds From Thornburg (THIFX, THOAX)

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  87. 8 Reasons To Never Borrow From Your 401(k)

    Find out why dipping into your 401(k) can have serious consequences.
  88. Estate Plans Should Include Instruction Manuals

    Death is not something that we wish to dwell on, but estate planning—and figuring out even more basic issues—is something ...
  89. Work & Collect Social Security in Retirement?

    What to consider if working in retirement while collecting Social Security.
  90. Job Hunting: Higher Pay vs. Better Benefits

    Focusing on pay when job hunting may be a mistake. Find out which benefits have the highest long-run payoff.
  91. Are You Ready for the Retirement Challenge?

    In order to truly take advantage of retirement, take these six things into consideration during the retirement planning process.
  92. No Retirement Savings? How to Catch Up

    Starting your retirement savings late, like in your 50s? Here are a few ways to catch up.
  93. Act (Invest) Your Age

    It’s never too late to invest for retirement. Make the right decisions for where you're at.
  94. The Best Way To Build Your Retirement Portfolio

    Retirement means changing your investment goals from growing assets to generating income. Here's how.
  95. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  96. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" retirement portfolio can differ from one investor to another, but some themes hold true no matter what.
  97. In Your 20s and Have Extra Cash? Here's What to Do

    If you're lucky enough to have saved (or otherwise come across) some spare cash in your 20s, what's the best thing to do ...
  98. EXDAX: Overview of Top Manning & Napier Funds

    Learn about four mutual funds administered and managed by Manning & Napier that can help investors diversify their retirement ...
  99. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  100. 8 Essential Four-Letter Words for Financial Health

    By embracing these four-letter words, you can take the steps necessary to improve your financial health.
  • Showing 501-600 of 2,913 items
  • <<
  • ...
  • 5
  • 6
  • 7
  • ...
  • 30
  • >>
Hot Definitions
  1. Co-pay

    A type of insurance policy where the insured pays a specified amount of out-of-pocket expenses for health-care services such ...
  2. Protectionism

    Government actions and policies that restrict or restrain international trade, often done with the intent of protecting local ...
  3. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  4. Demonetization

    Demonetization is the act of stripping a currency unit of its status as legal tender and is necessary whenever there is a ...
  5. Investment

    An asset or item that is purchased with the hope that it will generate income or appreciate in the future. In an economic ...
  6. Redlining

    The unethical practice whereby financial institutions make it extremely difficult or impossible for residents of poor inner-city ...
Trading Center