Retirement Articles

  • Showing 601-700 of 2,756 items
  • <<
  • ...
  • 6
  • 7
  • 8
  • ...
  • 28
  • >>
  1. Medicare’s New Payment Rules: Should You Worry?

    Medicare is moving from a fee-per-service model for hip and knee replacements to one that involves bundled payments. How ...
  2. Reverse Mortgages: How They Can Cushion Retirement

    Reverse mortgages can add some wiggle room to your retirement budget. Here's the lowdown on how to use them — and how not ...
  3. Tips on How to Delay RMDs for Working Clients

    Qualified plan participants who work past age 70½ can delay taking required minimum distributions if they qualify. Here's ...
  4. How Working Longer Impacts Social Security

    A look at the impact of working longer on Social Security retirement benefits.
  5. Which Retirement Funds Are Protected from Creditors?

    While many employer-sponsored retirement accounts – including most 401(k)s – are protected against creditors, that’s not ...
  6. How to Save for Retirement Like a Wealthy CEO

    Don't have a CEO's income? You can still employ a millionaire’s saving strategy when it comes to planning for retirement. ...
  7. 401(k) Alternatives for High-Income Earners

    One downside to earning more is a higher tax rate on your 401(k) distributions. Here's how high-earners can minimize that ...
  8. How the Fiduciary Rule Could Save Investors $17B

    Supporters of the new "fiduciary rule" say it could save Americans with IRAs and 401(k)s around $17 billion per year, but ...
  9. What Does It Cost to Retire in Panama?

    Learn how much it costs to retire comfortably in Panama, and why it has become one of the most popular retirement destinations ...
  10. Why Many Americans Believe Retirement is Out of Reach

    If a financially secure retirement feels like it's just beyond your grasp, you're not alone. This year's EBRI survey reveals ...
  11. Yes, Drug Prices Really Have Doubled

    It isn’t just your imagination: The price of prescription meds has been climbing. The trend is expected to continue, so start ...
  12. Savings Priority: Which Goals Beat Retirement?

    Everyone knows that they should save more for retirement, but a Capital One Investing survey shows that other goals come ...
  13. Fiduciary Rule: How Advisors Should Outsource Risk

    The impending fiduciary rule will lead to increased liability for many advisors but there are ways to outsource some of the ...
  14. Established Wealth Managers with Robo-Advisors

    These established wealth management firms offer robo-advisor platforms or have one in the works.
  15. Why Rollover Your Retirement Assets into an IRA?

    If you're in the workplace now, chances are you'll ask yourself this question eventually: 'Should I rollover to an IRA?' ...
  16. The Fiduciary Rule and IRA Rollover Conflicts

    The pending fiduciary rules proposed by the DOL could put a real crimp in rollovers from 401(k) plans to IRAs.
  17. An Argument for Not Saving Everything for Retirement

    We know that we need to amass a significant nest egg for a leisurely retirement. But what about enjoying our time now?
  18. How to Tell if You're Investing Too Conservatively

    Investing is a balance between growing and preserving your money. It's understandable to want to be conservative, but what ...
  19. The Deadline for Catch-Up Contributions: April 18

    Those who want to maximize their retirement plan contributions can still make a prior-year contribution for 2015. Don't miss ...
  20. Is the 80% Retirement Rule Valid for Clients?

    Is the 80% rule of thumb for retirement spending a reasonable one?
  21. 7 Reasons to Yank a Mutual Fund from Your 401(k)

    Not all mutual funds are created equal. Here are some practical tips for recognizing – and ditching– low-value mutual funds ...
  22. REITs vs. ETFs: Which Are Better for Retirees?

    Real estate investment trusts (REITs) and exchange-traded funds (ETFs) both offer the potential to earn passive income in ...
  23. Proposed Medicare Drug Rules: Good or Bad for Seniors?

    The federal government is proposing a solution to the rising prescription drug prices that Medicare and seniors who use Medicare ...
  24. Reverse Mortgages: Right for Clients? Not Often

    Reverse mortgages are a legitimate vehicle for folks age 62 and up to tap into the equity in their homes for other uses. ...
  25. How Pensions, Social Security Differ

    Both pensions and Social Security provide an income stream to retirees, but they differ widely on how they're structured ...
  26. Tax Tips for RMDs on Big 401(k) Balances

    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  27. Boomers: Top Tips for Shoring Up Your Retirement

    The retirement situation for most Baby Boomers isn't that encouraging. But there are actions they can take to shore up their ...
  28. Technology is Making 401k's More Accessible to All Employees

    Despite the $5.5 trillion invested in retirement and savings plans, many Americans are primed for a lower standard of living ...
  29. Advisors: Study Reveals Client IRA Rollover Habits

    Recent research shows insights into who uses IRA rollovers at retirement. Here's what's important to new retirees at this ...
  30. Making Social Security Work for Client Couples

    What are the best ways to advise client couples when it comes to filing for social security? Here are some strategies.
  31. 4 Reasons ETFs Might Be Good for Your 401(k)

    Should you include ETFs in your 401(k)? Perhaps. But there are cautions to observe, particularly if you intend to day trade ...
  32. Retirees: Make More Money as a Peer-to-Peer Lender

    With interest rates keeping traditional investment returns low, peer-to-peer lending offers retirees a chance for higher ...
  33. 5 Steps to Getting Started in Investing

    “How do I start investing?” It’s a complex question and there's a lot to consider. Here's how to lay a foundation for success.
  34. A Key Tip for Making Your Nest Egg Last Longer

    Retirees who don't want to deplete their nest eggs during a bear market should make sure to do the following.
  35. 7 Top IRA Strategies for Your Clients

    With IRA season in full swing, advisors should consider these seven strategies for clients.
  36. What It Takes to Be Confident About Retiring

    Six out of 10 Americans have at least some confidence in their ability to have a comfortable retirement. Do this to join ...
  37. 3 Tax Things to Consider for Your Investment Portfolio

    If you are getting frenetic with the tax season and haven't seen the connection between taxes and investments, here are three ...
  38. Longevity Annuities: A Salve for Volatility?

    Recent market volatility has led some investors to take a second look at longevity annuities. Here's when they are a good ...
  39. Pros & Cons of Managing Your 401(k) Yourself

    The decision to manage your 401(k) investments should not be made lightly. These pros and cons will help you determine if ...
  40. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  41. Advisors: Tips for When to Employ Living Trusts

    Revocable living trusts accomplish estate planning objectives that aren't possible with a will. Here are some of the cases ...
  42. Tax Breaks for People Over 50

    If you’re over 50 you have some tax advantages that your younger counterparts do not. Don’t submit your taxes without first ...
  43. Is Medicare Available to Anyone Besides Retirees ?

    People think you need to be 65 before you're eligible for Medicare. But you might be eligible before then. Here's who can ...
  44. Retirement Downsizing Tips (Not Your Home)

    Worried about your budget but still want to keep your house after you retire? Check out these alternative downsizing ideas.
  45. What Women Need to Know About Social Security

    Advisors can help female clients properly plan for claiming Social Security and take full advantage of the benefits. Here ...
  46. Money Market Funds: Still the Best Choice?

    A number of plan sponsors are facing lawsuits filed by participants centering around the low returns of money market funds. ...
  47. Tips for Tax-Efficient Retirement Plan Withdrawals

    Here's how advisors can help increase tax efficiency for clients who are withdrawing assets from retirement accounts.
  48. How Would Forced Retirement Saving Work?

    The nation needs an overhaul when it comes to better planning for retirement. Here are some proposed solutions.
  49. How Much Will Healthcare Cost After You Retire?

    The price tag may shock you, which is why you should do some pre-retirement calculations. The fact is, Medicare is not going ...
  50. Medicare Part D Is Changing How You Pay for Drugs

    As the price of prescription medication rises and the population ages, insurers are looking for ways to cut costs. That's ...
  51. Advisors: Clients Must Take First RMD by April 1

    For clients required to take their first required minimum distribution from a retirement account, April 1 is a key deadline ...
  52. Retired? Here Are the Best Robo-Advisors for You

    Robo-advisors are often associated with young investors, but there are a few online services that cater to retirees. Here's ...
  53. Borrow These Retirement Savings Tips from the Rich

    What can you learn from the wealthiest investors when it comes to saving for retirement? Here are their top tips.
  54. How to Know if Your 401(k) Plan Fees Are Too High

    Finding out how much you are paying for your 401(k) plan takes some research, but you should know exactly what you are getting ...
  55. Executive Retirement: Pension vs. Lump Sum

    Choosing between these two options requires making an educated guess about your lifespan and understanding your tolerance ...
  56. 5 Safest Countries to Retire to in Latin America

    See which countries came out on top in the latest rankings – and which might appeal as a retirement destination.
  57. The Retiree Conundrum: ETFs or Mutual Funds?

    Choosing between ETFs and mutual funds depends on your knowledge of the stock and bond markets – and on how hands-on you ...
  58. 5 Reasons to Update Your Living Will

    A living will protects you when you can't fully take care of yourself, but the details can be forgotten. Minds change, medicine ...
  59. Don’t Let These Overlooked Costs Ruin Your Retirement

    Blindly putting money aside will not optimize your retirement savings. Make sure you understand your position in relation ...
  60. Make It Legal When You Retire

    If you haven’t done your estate planning, named a power of attorney and considered your legacy, you still have some pre-retirement ...
  61. Do This to Avoid Outliving Your Retirement Portfolio

    Many retirees put too much money into safety and don’t allow their portfolio to continue to grow. Here’s how to avoid outliving ...
  62. More Pension Plans in the Deep Freeze

    A growing number of Fortune 500 companies have sent their defined-benefit pension plans to the deep freeze. What employees ...
  63. Don't Miss These Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  64. What Role Should Annuities Play in Retirement?

    Fixed annuities can provide income protection for those worried about outliving their assets. But don't buy a bigger policy ...
  65. Tips for Maximizing Social Security, Medicare

    For pre-retirees, preparing for Social Security and Medicare can be complex. Here's how advisors can help.
  66. Market Sagging? How to Keep Retirement on Track

    Crafting a realistic retirement plan capable of weathering a volatile market for clients can be tough. Here are some tips ...
  67. Why Millennial Savers Should Choose a Roth 401(k)

    A 401(k) is a valuable tool for building retirement wealth, but for Millennials the Roth option may make more sense than ...
  68. Here's How You Pay for Boomers’ Social Security

    Don't blame the Boomers for Social Security’s rumored demise by the time Gen X retires: The pay-as-you-go economic model ...
  69. Social Security Benefits for Children: How They Work

    There are millions of children in tough situations who receive Social Security benefits each month to help with finances. ...
  70. Self Employed? Avoid These 3 Retirement Mistakes

    Having a strategy for retirement is particularly important when you're self-employed, as there are certain pitfalls you must ...
  71. Top Pension Systems in the World

    The U.S. and Canada aren't even close to the top in retiree pensions. Canada ranks 7th of 20 countries; the U.S.,14th.
  72. Why Millennial Women are Tuning into their Finances

    We take a closer look at sentiment among millennial women revealed some key differences when compared to millennial men and ...
  73. Tax Tips on Roth and Regular 401(k)s

    There are many ways to reduce your tax burden when saving for retirement. From converting to a Roth 401(k) to sticking with ...
  74. Are Target Date Funds Right for Your 401(k) Plan?

    Target-date funds are a popular investment option in 401(k) plans. Are they always a good fit?
  75. Top 4 Reasons People Don’t Save Enough to Retire

    Whether big medical bills or student loan debt is keeping you from saving, getting back on track is critical for your future.
  76. These 13 States Tax Your Social Security Benefits

    It may surprise many that Social Security benefits are taxed. The best way to not let it derail your tax situation is to ...
  77. Raising Grandkids? Plan This Way for Retirement

    If you find yourself raising grandchildren, you need a plan for managing your finances so that your retirement doesn't get ...
  78. 3 Common Financial Mistakes for Women to Avoid

    Find out why of more than 4,000 Americans, women are more likely than men to have no savings or investments.
  79. Retiring and Selling Your House? Price It Right

    When selling a home, retirees need to make sure they price it right. List it for too much and it could languish, eating away ...
  80. Is JCPenney Stock Suitable for Your IRA or Roth IRA? (JCP)

    Examine the financial indicators that paint a bleak picture of JCPenney's future, and learn why its shares are not suitable ...
  81. Retirement Planning for Couples

    Before you ride (or canoe) off into that sunset together, you need to strategize about a number of issues, from timing to ...
  82. Is the Roth IRA Under Threat?

    Roth IRAs are one of the most popular retirement savings accounts. Could Congress ever decide that too much money is being ...
  83. Is SandRidge Stock Suitable for Your IRA or Roth IRA? (SDOC)

    Understand why SandRidge stock, due to its poor performance and precarious financial position, is not a good investment for ...
  84. Fidelity Vs. Vanguard: Comparing 401(k) Providers

    Learn about the key differences between Vanguard and Fidelity 401(k)s in terms of company structure, fund offerings and client ...
  85. Do Millennials Really Need to Save $1,100 a Month?

    A widely circulated newspaper column said that twentysomethings need to sock away the equivalent of $1,100 a month to live ...
  86. Is Seadrill Stock Suitable for Your IRA or Roth IRA? (SDRL)

    Understand why Seadrill stock is too unstable and dependent on strong oil prices to be suitable for your traditional IRA ...
  87. The New Retirement: Secrets of the ‘Silver Economy’

    Around the world, lifespans are rising and birthrates are falling. How demographics is reshaping robotics, finance, the workplace ...
  88. Putnam Investments: Investment Manager Highlight

    Learn about Putnam Investments, one of the original mutual fund companies. Discover how the company is recovering from a ...
  89. Investors Should Do These 5 Basic Things in 2016

    These are the 5 basic things every investor should do in 2016 to review and reevaluate their financial picture.
  90. What Is a Phased Retirement and How Do I Get One?

    Workers around the country are redefining what retirement looks like. One way is a phased retirement, in which you gradually ...
  91. How to Cut Healthcare Costs in Retirement

    The rising cost of healthcare is a scary prospect for many retirees. Here's what you can do to try and keep such costs as ...
  92. Keeping Drug Prices Down When You’re Retired

    Prescription drug prices have doubled in seven years, and seniors are really feeling the crunch. What options do retirees ...
  93. Deferred Compensation Plans for Nonprofits

    Learn about the two types of deferred compensation plans that nonprofit companies can use to allow high-ranking employees ...
  94. How to Navigate a Lousy 401(k) Plan

    Here are some strategies to help clients who have a less-than-stellar 401(k) plan.
  95. 5 Simple Steps for Setting Smart Investing Goals

    One of my favorite financial advisor mantras is that it’s not always what you own, but why you own it, that counts. Learn ...
  96. 5 Fabulous Behaviors of Financially Successful Women

    In a day like today, International Women’s Day 2016, we hope to take steps to normalize the conversations between money, ...
  97. The Top-Paying Jobs for People 65 and Older

    Nearly one in five people age 65 and older are still working. If you plan to be one of them, here are five top-paying jobs ...
  98. Can Immigrants Over 65 Receive Social Security?

    Under some circumstances, the answer is yes. Here's how the rules work.
  99. Is American Airlines Stock Suitable for Your IRA or Roth IRA? (AAL)

    Learn about the long-term investment thesis for American Airlines. Find out if American Airlines' stock is right for your ...
  100. Why Age 70 is Pivotal for Retirement Planning

    Age 70 marks the time that you will have to start thinking about RMDs for real, but it's better to start planning for them ...
  • Showing 601-700 of 2,756 items
  • <<
  • ...
  • 6
  • 7
  • 8
  • ...
  • 28
  • >>
Hot Definitions
  1. Foreign Exchange Reserves

    Foreign exchange reserves are reserve assets held by a central bank in foreign currencies, used to back liabilities on their ...
  2. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  3. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  4. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  5. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  6. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
Trading Center