Retirement Articles

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  1. 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 ...
  2. Top Tips for Retaining Widowed Clients

    These tips should help keep your widowed clients safely in your book of business for years to come.
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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.
  10. Iconic Restaurants and Top 10 Economies: The Top INV Stories of 2015

    What were you reading in 2015?
  11. 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 ...
  12. 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.
  13. 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.
  14. 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.
  15. 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 ...
  16. 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).
  17. How Private Split-dollar Life Insurance Works

    Understand how a private split-dollar life insurance plan can help leverage gifts and reduce estate taxes.
  18. 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.
  19. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. Why Retirees Can't Count on Muni Bonds

    Interest may not be tax-exempt for seniors with Medicare or Social Security benefits.
  25. 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 ...
  26. Retirement Tips for Lawyers

    Learn valuable tips that lawyers can use to prepare themselves financially, mentally and emotionally for a great new life ...
  27. 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 ...
  28. 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 ...
  29. Why You Should Set Up a Charitable Trust Now

    Now may be the best time to set up a charitable trust. Here's why.
  30. 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 ...
  31. 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.
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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. ...
  36. 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 ...
  37. 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.
  38. Retirement Planning for the Non-Employed Spouse

    A stay-at-home spouse probably racks up more hours working than any office jockey. Make sure he or she is set up to save ...
  39. 5 Reasons Your Credit Score Matters in Retirement

    Don't let your credit score go to hell, just because you're no longer employed full-time. Here are a quintet of reasons why.
  40. Change These 5 Habits & Build Up Your Nest Egg

    Saving for retirement is a long-term goal. See if any of these five easy-to-get-into habits are quietly undermining your ...
  41. Why Saving 10% Won't Get You Through Retirement

    Retirement experts often tout the 10% rule: To have a good retirement, you must save 10% of your income. The truth is, most ...
  42. 5 Franklin Templeton Mutual Funds with Long Track Records

    Take a look at some of the longest-standing mutual funds in the Franklin Templeton lineup, each of which has survived for ...
  43. What Advisors Can Provide that Robo-Advisors Can't

    Robo-advisors can't compete with human advisors when it comes to providing these services to clients.
  44. How the Middle Class Can Pick the Right Advisor

    Regular folks need financial planning as much as wealthy folks. Here's how to find the right financial advisor.
  45. Why Millennials Should Talk Philanthropy Soon

    Charitable giving can provide advisors planning opportunities with millennials. Here's why.
  46. Top Year-End Financial Planning Strategies

    Here are some top year-end financial planning strategies for financial advisors and their clients.
  47. 11 Social Security Calculators Worth Your Time

    The safest Social Security calculators to use when figuring benefits are on the official website. The best are the ones that ...
  48. A Step-By-Step Guide for Opening an IRA

    Tax time is just around the corner. Remember: It’s never too soon, or too late, to open an IRA. You’ll save on taxes – and ...
  49. Getting the Most Out of Your 401(k)

    Here’s a quick overview of some of the most common “special features” that can help increase the likelihood of your 401 (k) ...
  50. Top Ways to Pass Passion Assets to Heirs

    Passion assets are finding favor among investors looking for alternative investments. Here's how to ensure smooth dispersion ...
  51. 9 Financial Mistakes Retirees Can’t Afford to Make

    Financial mistakes are costly at any age, but some mistakes are more detrimental to retirees. These are nine mistakes retirees ...
  52. Why Most People Need to Work Past the Age of 65

    While 65 has always been the prime age for retirement, several changes are making it nearly impossible to leave the workforce ...
  53. myRA: How it Will Work, Pros and Cons

    The myRA is a new account designed to help millions of Americans save for retirement. Here's a look at how it'll work.
  54. The Top 10 African-American Owned Businesses

    A number of the top 10 African-American businesses, based on a Black Enterprise ranking by revenue, make their money in automotive ...
  55. Mutual Fund Or ETF: Which Is Right For You?

    Learn the differences between these investment products and how to take full advantage.
  56. Retiring in South Korea: A How-to Guide

    If you plan on retiring to South Korea – whether or not you have roots there – top considerations include rules on visas, ...
  57. Who Wants to be a 401(k) Millionaire? (TROW)

    Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
  58. 5 Ways to Limit Your Fiduciary Liability

    Learn the best practices plan sponsors can use to limit their fiduciary liabilities while improving their plan's overall ...
  59. Retirement Tips for Engineers

    Learn specific retirement strategies for engineers. Tips include taking advantage of higher-than-average salaries to grow ...
  60. Is Amazon Stock Suitable for Your IRA or Roth IRA?

    Learn more about traditional IRAs and Roth IRAs, and discover three specific reasons why Amazon is suitable for a traditional ...
  61. Top Retirement Choice: Dividend Stock or Annuity?

    There's a lot to take into account when deciding between dividend stocks or annuities for retirement planning. Here's what ...
  62. American Century’s Top Funds for Retirement

    American Century Investments should be considered for retirement funds, but economic woes may be guiding us into a dangerous ...
  63. Is Retirement in Your 30s Really Feasible?

    Early retirement is a new trend in the world of personal finance with some people retiring as early as their 30s. Is it this ...
  64. Does Vanguard have a 401(K) Plan Suitable for a Small Business?

    Learn about the Vanguard Group's new 401(k) product for small businesses and how they've tailored their plan to appeal to ...
  65. The Right Financial Advisor for Gay Couples

    While finding the right advisor for gay couples is much easier since same-sex marriages were legalized, same-sex couples ...
  66. When to Intervene in Your Parents' Investments

    Mild cognitive decline can lead to bad investment moves, but spotting it can be tough. Unopened mail and erratic investments ...
  67. Should Retired People Invest in Stocks?

    Your financial situation and personal risk tolerance will dictate the amount of stock you want in your retirement portfolio. ...
  68. How Much Money Do You Need to Retire in Portugal?

    Portugal is often cited as one of the, if not THE, most affordable European retirement destination. Here's a rundown of some ...
  69. How Does A Reverse Mortgage Work?

    The basics of getting a reverse mortgage, with detailed information on how to qualify and what to watch out for.
  70. 4 Signs Your Retirement Investment Plan Has Lost Focus

    Even the best retirement plans can lose focus along the way. Spotting the signs it is happening can be tough to do, but are ...
  71. The 4 Essential Elements of a Retirement Plan

    Learn about the four essential elements of an effective retirement plan, including maximizing your contributions and understanding ...
  72. Can I Retire In Portugal With $200,000 of Savings?

    Your savings (and your Social Security) will go surprisingly far on the sun-soaked shores of Portugal. Here's how to figure ...
  73. Is Schlumberger Stock Suitable for Your IRA or Roth IRA?

    Learn about Schlumberger as a stock to hold in an IRA. Read about how the stock has a high degree of volatility, but also ...
  74. Top Janus Funds for Retirement Savings

    These top Janus funds might be good for your retirement investing watch list, but you should consider where the economy is ...
  75. Retirees! Mexico Is Not as Dangerous as You Think

    Learn about four safe retirement destinations in Mexico and the current economic and political status of Mexico that supports ...
  76. Is EMC Stock Suitable for Your IRA or Roth IRA?

    Find out if EMC is suitable for a traditional or Roth IRA. Learn about the impacts of the Dell acquisition, and discover ...
  77. How a Variable Annuity Works After Retirement

    These investments can provide extra income after you retire. Here’s a guide to when and how you will receive the payout.
  78. How a Fixed Annuity Works After Retirement

    These popular investments can provide a steady stream of income during your retirement years. Here are the details.
  79. The Top 3 Retirement Income ETFs for 2016

    Discover why including ETF investments can benefit an individual's retirement portfolio, and look at three of the best ETFs ...
  80. 5 Social Security Changes to Expect in 2016

    The Bipartisan Budget Act of 2015 eliminated some strategies for maximizing your Social Security. Be alert to how these and ...
  81. How to Help Clients Gain During a Down Market

    You can help clients see the silver lining in market downturns by using a few simple strategies. Here are a few.
  82. Guiding Clients on Charitable Remainder Trusts

    Clients who wish to make donations to charity can reap an enormous tax deduction with charitable remainder trusts, but it ...
  83. Elizabeth Warren: Increase 2016 COLA – Here's How

    True, there's no inflation according to certain price indexes. But is the government using the wrong formula for seniors ...
  84. Retire on 70% of Your Income? It Might Be Tough

    Before you're sure that 70% will be enough to support you in retirement, figure out what your life costs now and how it might ...
  85. How to Strengthen Your Relationships with Investing

    If you are one of the majority for whom family and money discussions sit at the table, here are four ways to improve your ...
  86. Should I Sell My Home When I Retire?

    One of the biggest retirement decisions you will make is whether or not to downsize. Consider these pros and cons carefully ...
  87. How an IRA Works After Retirement

    You've read a lot about saving for your future retirement with IRAs. But what happens to the account when the future is here, ...
  88. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan properly, can gift their money and save ...
  89. Incentive Trusts: How to Avoid the Pitfalls

    Incentive trusts can motivate beneficiaries to accomplish constructive goals, but they can also end up creating dilemmas. ...
  90. Social Security's Insolvency and Your Retirement

    The Social Security system could run out of money by 2031. Here's a look at some proposed solutions to the problem and what ...
  91. Birth of a New, Liquid Retirement Savings Account

    The new retirement spending account is a hybrid vehicle that combines features of annuities and mutual funds to give a lasting ...
  92. Top Ways to Help Engaged Clients Blend Estates

    These are the top ways advisors can help clients who are engaged understand the financial impact of marriage and how it will ...
  93. Looking to Add Oil Into Your IRA or Roth IRA? Here's How

    Learn the different ways investors can gain exposure to the price of oil and oil companies in their IRAs. See how individual ...
  94. How to Get Clients to Save More for Retirement

    Americans aren’t saving enough for retirement. Here are some tips for financial advisors who must convince them to change ...
  95. The Impact of 401(k) Outflows on Advisors (TROW, FNGN)

    The trend in the growth of assets in 401(k) plans has shifted as Baby Boomers retire, creating opportunities for financial ...
  96. How to Avoid Costly Social Security Mistakes

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  97. 4 Reasons to Collect Social Security Payments Now

    The longer you wait to collect Social Security, the more you get. But for people who are in failing health or need income, ...
  98. How Social Security Works After Retirement

    Millions of Baby Boomers are looking forward to collecting benefits, but several factors can affect how much they get and ...
  99. How a Roth IRA Works After Retirement

    What retirees need to know about taxes, distributions and passing on your unspent savings to the next generation.
  100. 3 Little-Known Ways to Reduce Your Income Tax

    Looking to pay less income tax? Here are three lesser known ways to do so.
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