Retirement Articles

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  1. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  2. How Social Security Works for the Self-Employed

    As both employee and employer, you have to pay more in Social Security, but there are deductions that can help lighten the ...
  3. 5 Questions to Ask Before Opening a New Retirement Account

    Know the right questions to ask before opening a new retirement account, such as an IRA, to save money and avoid potential ...
  4. Why Robo-advisors Make Sense for Retirees

    Robo-advisors' popularity is growing because they take the guess work out of investing. For some retirees they can benefit ...
  5. How the Fiduciary Rule Will Impact Annuity Sales

    If the DOL's fiduciary rule is enacted it will result in radical changes to how annuities are sold and marketed and how advisors ...
  6. Top Tips on When to Claim Social Security

    Like most financial planning decisions, when to claim Social Security is not a simple decision. Here are some tips to make ...
  7. Pay the Lowest Possible Taxes on Retirement Assets

    One key factor that retirement planners focus on is minimizing their clients’ taxes each year. Here are some strategies for ...
  8. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  9. Take Charge of Your Personal Finances This Year

    Take charge of your personal finances to reach financial independence. Find out how with these 5 financial life-altering ...
  10. Tips to Help Retirees Combat Low Interest Rates

    Planning for retirement in a zero interest rate environment can be tricky. Here are some ways to make it work and generate ...
  11. 4 Reasons Low Interest Rates Hurt Retirees

    Low interest rates make it easier to purchase a home or car, but for retirees it hasn't been great. After all, they're not ...
  12. Tips to Help Siblings Avoid a Costly Estate Battle

    Sibling spats may be financial or emotional. Either way, here are steps parents can take to forestall conflicts and strategies ...
  13. Is Facebook Stock Suitable for Your IRA or Roth IRA? (FB)

    Learn about Facebook's long-term outlook and relative valuation, and find out whether it is better suited for a Traditional ...
  14. Top Tips for Not Outliving Your Retirement Budget

    To avoid getting caught betting against your own mortality, here are some tips on how to best stretch your budget in retirement.
  15. How New Rules Impact Indexed Universal Life Sales

    Indexed universal life insurance is growing in popularity. Here's how recently enacted new rules will effect the sale of ...
  16. Is Pfizer Stock Suitable for Your IRA or Roth IRA? (PFE)

    Discover why Pfizer's suitability in a Traditional IRA or Roth IRA depends on your interpretation of the company's current ...
  17. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  18. Is T-Mobile Stock Suitable for Your IRA or Roth IRA? (TMUS)

    Understand why T-Mobile shares are a risky choice for retirement savings, but an investor who chooses T-Mobile anyway should ...
  19. I Make $250K a Year: How Much Should I Invest?

    Learn how to determine the right level of monthly investments to make, how much to save for retirement and how big your emergency ...
  20. Why HSAs May Trump 401(k)s for Retirement Savings

    In many cases, it makes a lot of financial sense to use a health savings account instead of a 401(k) plan to tuck money away ...
  21. Top Tax Planning Tips for Volatile Markets

    Volatile markets provide several ways to lower tax bills ... if you play your cards right.
  22. 6 Actionable Ideas for Defined Contribution Plan Sponsors (PIMCO)

    Find out what actionable ideas leading investment manager PIMCO is offering defined contribution plan sponsors to improve ...
  23. Will ESG Investments Become a Staple of 401(k) Plans?

    Discover information on the rise and growing acceptance of ESG-based investing strategies and why they are becoming more ...
  24. The Growing Demand for Multigenerational Housing

    Socioeconomic factors and cultural preferences have increased the demand for multigenerational housing. Though not right ...
  25. Saving vs. Investing: Understanding the Key Differences

    The terms saving and investing are sometimes used interchangeably, but they are very different and extremely important to ...
  26. How to Avoid Family Inheritance Disputes

    A death of a loved one is difficult. It is important to avoid family disputes over the inheritance, the best we can, and ...
  27. How Negative Rates Could Hammer Your Retirement

    Negative interest rates could wreak havoc on savings, bonds, the stock market and more. Here's what to be aware of if the ...
  28. Why Online Retirement Planning Tools Could Betray You

    Retirement calculators on the web may paint a dangerously rosy picture of your future, according to new research from Texas ...
  29. Retirement Savings for Small-Business Employees

    President Obama’s new budget gives high priority to improving retirement plans, especially for employees of small companies. ...
  30. Will Baby Boomers Bankrupt Social Security?

    Will the massive Baby Boomer generation, now retiring in droves, bankrupt the Social Security System?
  31. Be Smart in Naming Beneficiaries of Your 401(k)

    Listen up: Hidden in the pesky details of filling out 401(k) forms are important tax implications. And it's a legacy to people ...
  32. 3 Big Medical Costs and How to Protect Against Them

    Without a plan, an unexpected injury or chronic disease will cost you.
  33. Avoid These Retirement Asset Allocation Mistakes

    When it comes to asset allocation in a retirement portfolio, these are the mistakes that should be avoided.
  34. Gen Y is Making This Huge Investing Mistake

    Millennials are a risk averse generation. Here's how advisors can help them invest appropriately for their age.
  35. What Will Social Security Look Like When You Retire?

    Many workers are not confident that Social Security will be around during their retirement. Here's what you need to know ...
  36. Avoid These 4 Common Causes of Family Estate Fights

    Sibling battles over their parents' belongings are quite common. But open family discussions before the parent dies can often ...
  37. How Prepared Are Americans for Retirement?

    While retirement preparedness has increased in the last two years, more than half of Americans may fall short. Here's how ...
  38. The Power of Saving Just 1% More

    Boosting your savings rate by just 1% a year can go a long way toward increasing the amount of money you amass for your retirement. ...
  39. Irrevocable Trusts: New Trends You Need to Know

    Several improvements and additional provisions have been added to irrevocable trusts in recent years making them considerably ...
  40. Top Tips for Buying Annuities

    Annuites are complex products that must be understood in order to use them correctly. Here's what you need to know.
  41. The Pros and Cons of a SEP Account in Today's Volatile Markets

    Discover why you don't have to worry about a volatile market's impact on your simplified employee pension plan. Learn to ...
  42. 5 Mistakes to Avoid When Shopping for Annuities

    Annuities give retirees guaranteed income but they aren't all created equal.
  43. High Yield Stocks Can Hurt Your Retirement Nest Egg

    High yield stocks can give you a handsome return, but for retirement investors the risk far outweighs the reward.
  44. Will the Wealthy See a Tax Incentive Cut?

    President Obama has unveiled plans to increase taxes for the wealthy. Retirement income and capital gains are two key areas ...
  45. Liftoff: Is This New Robo-Advisor Right for You?

    Liftoff is a new entrant in the robo-advisor arena. How does it stack up against the competition?
  46. When to Really Put Your Clients' Interests First

    Advisors and clients alike are best served when a client's revenue is growing. But there may be some cases when taking a ...
  47. Add It Up: Key Retirement Numbers

    Learn these magic numbers for a comfortable retirement. Here's how one investment manager calculates how much you'll need.
  48. Is Chipotle Stock Suitable for Your IRA or Roth IRA? (CMG)

    Learn about Chipotle's outlook and the stock's suitability for various retirement investments.
  49. 6 Things Retirees Should Know About Obamacare

    How will health insurance coverage change when you stop working? Here is a need-to-know short list of factors.
  50. New SS File-and-Suspend Guidance: What to Know

    April 29, 2016 will mark the end of Social Security's file-and-suspend claiming strategy. Here's what savers and financial ...
  51. Maxed Out Your 401k? Here's What to Do Next

    Maxed out your 401(k)? Don't stop there. Here are some options to keep saving toward retirement.
  52. Social Security Strategies: What’s Best to Do Now

    The Bipartisan Budget Act has changed some of rules of the maximizing-benefits game. There are ways to cope, but you may ...
  53. 3 Funds That Stand Tall in Market Downturns

    Learn about how you can protect your portfolio from 2008-like disaster with these three funds that stood tall and outperformed ...
  54. How to Help Clients Plan Their Funerals

    Advisors should be talking to clients about delineating funeral wishes in a secure way so family members aren’t let out of ...
  55. How Safe Is Your Pension?

    A 2014 law permits some private pension plans to reduce benefits. How to figure out if your retirement income is endangered.
  56. Can the Market Affect Social Security Benefits?

    What you should know about the relationship between the stock market and your monthly Social Security check.
  57. Is Under Armour Stock Suitable for Your IRA or Roth IRA? (UA)

    Explore the fundamentals of Under Armour stock, and discover why it better suits a Roth IRA than a traditional IRA.
  58. National Parks: Best Travel Deal Ever for Retirees

    The U.S. National Park System is expansive, but the one thing it isn't for retirees is expensive. All you have to be is 62.
  59. Find the Best Social Security Lawyers: Here's How

    A good Social Security lawyer may make the difference between qualifying for disability benefits and being left out in the ...
  60. Is Gilead Stock Suitable for Your IRA or Roth IRA? (GLID)

    Learn why Gilead's growing revenues, healthy margins and attractive valuations make it an ideal investment for your traditional ...
  61. Step by Step: Applying for Social Security Disability

    Applying for disability benefits is no easy task – but it's well worth your time and effort if a disability is preventing ...
  62. Top 3 Financial Steps to Take on Disability

    Going on disability can be a stressful time financially. Here are 3 steps to take on disability to help protect against significant ...
  63. These 6 Robo-Advisors Manage the Most Money

    Investors should look at a variety of factors when choosing a robo-advisor. Here's a snapshot of the more popular ones.
  64. When it Makes Sense to Reverse an IRA Conversion

    The IRS allows taxpayers whose conversions turn out to be badly timed to reverse this transaction. Here's when it makes sense ...
  65. How to Pick a Health Savings Account Custodian

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  66. Invest in Your Health Now for a Good Retirement

    Being in good health can save you money and make your post-work life happier and more enjoyable. Start early and focus on ...
  67. Annuity Rates: Lock in Now or Wait?

    With interest rates so low, does it make sense to lock in an annuity right now? We weigh the pros and cons.
  68. 3 Signs You're On The Right Track Financially in Your 40s

    Understand what you need to do to stay on the right financial track once you reach your 40s. Learn about three key indicators ...
  69. 6 Important Retirement Plan RMD Rules

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
  70. Universal Life Insurance: Dangers for Retirees

    This type of permanent life insurance is often touted as a source of income, but using it that way is full of traps. So, ...
  71. Maximize the Tax Benefit from Your Annuity

    Understand how nonqualified annuities are taxed during your lifetime, and how they are taxed when passed on to your beneficiaries.
  72. 5 Tips on Trading During Your Retirement Years

    Having fun is key to being happy during retirement. Here are five tips on how to act responsibly for retirees who want to ...
  73. When Are You Too Old for a Mortgage?

    The answer to that question is a personal one, as long as your finances qualify you for a home loan. Here are the factors ...
  74. Additional Streams of Income for Seniors

    Find out how a reverse mortgage can work in your favor during retirement.
  75. Best Investment Categories for Retirement Funds

    An asset allocation that reflects your age and investment objectives is one of the keys to a low-stress retirement.
  76. The 3 Best Stocks Retirees Should Consider in 2016

    Discover the three best stocks for a 2016 retirement portfolio with strong competitive positions and viable financial positions ...
  77. Ten Social Security Questions Everyone Asks

    The average American doesn’t know enough about Social Security. Here are answers to 10 of the more common questions people ...
  78. Invesco’s Top Funds for Retirement

    Here's a list of Invesco investments—retirement funds—that may work for you if you have the time to let them mature over ...
  79. What Your Credit Score Means for Your Love Life

    Wondering if your significant other wants to commit and is reliable? The Fed might have the answer.
  80. The Gay Couple's Guide to Social Security Benefits

    The recent U.S. Supreme Court decision on marriage equality affords same-sex couples access to Social Security benefits. ...
  81. 10 Ways to Protect Your Social Security Number

    Identity theft thrives in part because people must give their Social Security number for so many types of interactions. How ...
  82. Profit from Art with a Charitable Remainder Trust

    With a CRUT, art collectors can avoid capital gains taxes on the sale of art– while also leaving their favorite charity a ...
  83. 3 Healthy Financial Habits for 2016

    ”Winning” investors don't just set it and forget it. They consistently take steps to adapt their investment plan in the face ...
  84. Should You Retire in Greece This Year?

    The Greek financial crisis has left the nation in a vulnerable economic state. Does that make it a good place for expat retirees ...
  85. Early Out: A Realistic Plan to Retire Younger

    If you want to retire ahead of schedule, it'll take some extra planning.
  86. Before You Agree to Be an Executor: Know This

    How to avoid 5 surprising hazards of being the executor of an estate.
  87. Which Fund Share Class is Best for Retirement?

    Mutual funds are a popular investment for retirement. Here's how to choose the best share class when investing in them.
  88. 5 Reasons Americans Retire Abroad

    From better weather to a cheaper cost of living, here are 5 reasons to make the move.
  89. Social Security Changes for 2016

    Every year, Social Security undergoes a set of changes. For 2016, some features are staying the same and others are disappearing. ...
  90. Smart Ways to Tap Your Retirement Portfolio

    A rundown of strategies, from what to liquidate first to how much to withdraw, along with their tax consquences.
  91. Social Security: Navigating it with Your Clients

    Many people don’t realize how confusing Social Security can be until they're face to face with taking it. Here's how to talk ...
  92. What Baby Boomers Need to Know About IRA RMDs

    Mandatory minimum distributions from traditional IRAs and qualified plans cannot be avoided. But there are several ways to ...
  93. Top 4 Mutual Funds From Davis

    Discover the four best mutual funds managed by Davis Advisors that pursue different investment strategies that can help diversify ...
  94. Is it Safe for Retirees to Invest in Technology?

    Tech stocks are volatile creatures, but there are ways even risk-adverse retirees can reap rewards from them. Here are some ...
  95. Retirees: How to Survive When Interest Rates Drop

    Low interest rates are a portfolio killer if you're living off of investment income. Some strategies for dealing.
  96. 4 Mutual Funds You Wish You Could Include In Your 401(k)

    Discover four mutual funds everybody wishes were in their 401(k)s. Learn which five-star-rated no-load funds leave their ...
  97. Beware the Sneaky Math of Universal Life Insurance

    Universal life insurance's cash value can be a cash cow – if there's any left. Read on to see if it'll work as an income ...
  98. Is Living in Europe Cheaper than in America?

    Learn how living in Europe has financial advantages over living in the United States. Discover the benefits to take advantage ...
  99. Top 5 Cities To Retire To In Croatia

    Cheaper than the Italian coast along the Adriatic Sea, but full of natural beauty, good food and active sports.
  100. The Top 6 Books for Estate Planning

    Here are six outstanding books that can help you with your estate planning.
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Hot Definitions
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