Retirement Articles

  1. The Riskiest Investment Moves for Retirement That Could Pay Off

    Before incurring additional risks in your retirement portfolio, be sure to understand the alternatives and the consequences ...
  2. Countries That Are Failing To Save For Retirement

    Banking giant HSBC recently unveiled the results of an international research project, which revealed that many U.S. citizens ...
  3. Why The 4% Rule No Longer Works For Retirees

    Researchers have proven that the 4 % rule, which stated that retirees can withdraw 4% of the value of a portfolio each year ...
  4. Bloated Budget? How To Trim The Fat

    Blood, sweat and tears should belong in the gym, but your money deserves some training time too.
  5. Top 5 Budgeting Questions Answered

    You don't need a degree to understand your money, begin saving and pay down debt.
  6. Investing In IPO ETFs

    Learn the history, rules and risks of investing in IPO exchange-traded funds.
  7. Managing Income During Retirement

    Learn some sensible strategies for making your hard-earned savings last for as long as you need them.
  8. 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.
  9. How The Cost Of Debt Affects Retirement

    If you are someone who is closer to the end of your working career, such a large amount may be almost unmanageable.
  10. 6 Retirement Savings Tips For 45- To 54-Year-Olds

    Now is the time to kick savings into high gear. Find out how.
  11. Emerging Market ETFs For Your Retirement Accounts

    Emerging market ETFs are typically seen as riskier investments, but some of them may be able to strengthen your retirement ...
  12. What Could The End Of Retirement Mean?

    Most Americans are saving only about 4% for retirement, which could mean that many U.S. citizens will never retire.
  13. Popular Ways To Delay Retirement

    From staying in the workforce longer to finding a part-time job after retirement, there are many ways that retirees postpone ...
  14. Is Working Longer A Viable Retirement Plan?

    People who are planning poorly for retirement are simply deciding to work longer - often out of neccessity. Is this a smart ...
  15. How Children Can Help Parents With Retirement

    Sometimes the elderly lose their cognitive skills, that's when it may be time for their children to step in and assist with ...
  16. 5 Common Misconceptions About ETFs

    The rise in these funds' popularity has contributed to misinformation about what they are and how they work. Learn more here. ...
  17. The Dangers Of A Reverse Mortgage

    In many circumstances, a reverse mortgage can be a risk to your financial security. Here are six dangers you should consider ...
  18. 5 Misconceptions About ETFs In Retirement Accounts

    The simplicity of ETFs and their low fees make them perfect for retirement accounts.
  19. Best ETFs For An Early Retirement

    Based on today's markets, which ETFs could you buy in 2013 that'll provide the best opportunity for an early retirement? ...
  20. New Year Planning For Business Owners

    Make a resolution to start your business off on the right foot in the new year.
  21. 5 ETFs For Retirees

    These are some of the good choices for ETFs if you are in the late stages of retirement planning.
  22. Planning Your Retirement Using The Monte Carlo Simulation

    You can use the Monte Carlo Simulation to improve your retirement planning.
  23. Save Early For Retirement If You're A High Earner

    If you earn a high income, there are many ways you can save extra money for an early retirement.
  24. A Pre-Retirement Checkup

    Are you on track to post-work bliss? We'll tell you how to find out.
  25. The Fiscal Cliff And Your 401(k)

    With the looming fiscal cliff, here's a look at how it could affect your retirement planning.
  26. Simplify Your Portfolio

    Faced with an overabundance of choices, many investors forget to stick to the basics.
  27. Are You On Track To Hit Your Desired Net Worth By Retirement?

    Here are some calculations to determine if your net worth is what it should be at your age.
  28. 6 Tips For Increasing Your Net Worth

    Here are the six best things you can do to increase your net worth.
  29. Why You Should Know Your Net Worth In Retirement

    Just because you are comfortably in retirement, that doesn't mean you should stop keeping track of your net worth.
  30. Plethora Of 401(K) And IRA Changes Coming

    For investors, the recent rules changes governing both 401(K)s and IRAs can be seen as a big win for the little guy.
  31. What To Do If Your Company Cuts Your 401(k)

    IBM has made a move to not match 401(k) contributions each pay period. Instead, there will be a lump sum at the end of each ...
  32. Tax Credit For Plan Expenses Incurred By Small Businesses

    Determine whether your business is eligible to claim a tax credit for establishing a retirement plan.
  33. Saver's Tax Credit: A Retirement Savings Incentive

    Here's another reason to put money toward your retirement nest egg.
  34. Retirement Plan Tax Form 5329: When To File

    Read this if you've taken early distributions or owe excess-contribution or excess-accumulation penalties.
  35. Why You Shouldn't Die In 2013

    Increases in estate tax rates and possible fiscal cliff implications will make things more difficult when it comes to arrangements ...
  36. Retirement Plan Tax Form 8606: When To File

    If you have a Roth IRA, you are responsible for keeping track of your pretax versus after-tax assets.
  37. Is A Retirement Career Right For You?

    More and more people are realizing they must work part time during retirement. Here's a look at if you might have to.
  38. Avoiding Too Much Tax On Your Distributions

    IRA assets can't be taxed twice - find out how to avoid paying the second time around.
  39. How To Use The 4-Box Strategy For Retirement Income

    In today's volatile market, Generation X can't sit around waiting for things to improve. Gen X must implement innovative ...
  40. Tax Treatment Of Ineligible IRA Rollovers

    Eager to save for retirement? Learn how to avoid overpayment penalties.
  41. How IRA Contributions Affect Your Taxes

    Learn how to work with the tax man to avoid getting gouged when you convert your plans.
  42. Tax-Efficient Wealth Transfer

    Taxpayers with large taxable estates were required to take steps to reduce them before 2011.
  43. Tax-Saving Tips For Canadian Taxpayers

    Find out how to get a bigger return.
  44. In Retirement, Snowbirds Leave Cold Weather Behind

    Rather than shivering away their golden years, retirees can fly south to winter in sunny locales.
  45. IRA Contributions: Deductions and Tax Credits

    We outline the incentives and help you take full advantage of the benefits.
  46. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  47. How After-Tax Rollovers Affect Your IRA

    Consolidating retirement assets? Make sure you account for pre-tax and after-tax assets separately.
  48. The Benefits Of Retiring Later

    Not only does retiring later give you more time to build your retirement nest eggs, but it may also keep you healthy.
  49. How To Avoid Going Broke After Retirement

    There are many things to consider when planning your retirement, including budgets, taxes and long-term care.
  50. Weave Your Own Retirement Safety Net

    Build savings to support yourself in case pension plans and Social Security fall through.
  51. Simple Ways To Save In Retirement

    Balance saving and spending in your golden years with these simple tips.
  52. Relationships And Retirement Planning

    Older couples have many things to consider when it comes to financial planning, including wills and estate planning.
  53. Guaranteed Retirement Income In Any Market

    By laddering annuities, you can be sure you'll have income no matter what the market does.
  54. Saving For Retirement When You're Not Working

    Lack of full-time employment can make saving for retirement more difficult, but there are some vehicles that can help.
  55. 7 Tools For Rebuilding Retirement Savings

    If your nest egg has taken a hit, these conservative investments could help get you back on track.
  56. How Much 20-Somethings Should Save For Retirement

    Here is an outline of how you should save for retirement when you are in your 20s.
  57. Retire Independently In A Retirement Community

    Naturally occurring retirement communities can provide a place for retirees to live independent, social lives.
  58. Year-End Tips For Your Retirement Plan

    To avoid penalties or missed opportunities, make sure you know which transactions must be completed by December 31.
  59. Retirement Saving Tips For 65-Year-Olds And Over

    Find out how to save smarter after 65.
  60. Saving For Retirement: The Quest For Success

    We'll show you how to set yourself up to retire in style.
  61. Save Safely With The DB(k) Retirement Plan

    Your retirement savings can have the best of the defined-benefit plan and the defined-contribution plan with this hybrid. ...
  62. Exceptions To The 60-Day Retirement Account Rollover Rule

    A non-qualified distribution might still be tax and/or penalty free under certain conditions.
  63. How To Convert A Non-Deductible IRA Into A Roth IRA

    Here's a step-by-step guide for transferring one retirement plan into another.
  64. Retirement Savings Tips For Young People

    Learn how to avoid the bad habits that keep the average young adult from saving.
  65. Will Your Retirement Income Be Enough?

    Find out how to determine whether you're on the path to a comfortable retirement, or financial ruin.
  66. Preparing To Tap Into Retirement Income

    You need to plan ahead to ensure a long and happy future away from the daily grind.
  67. Delay In Retirement Savings Costs More In The Long Run

    The effects of compounding make it cheaper over the long term to save for retirement.
  68. Retirement Living: Renting Vs. Home Ownership

    Here are three simple questions you should consider when weighing this decision.
  69. Retirement Plan Solutions For 70+ Workers

    If you're working and taking RMDs, your taxable income may start to bulge. Find out how to keep it under control.
  70. Actively-Managed ETFs: Risks And Benefits For Investors

    Find out how these second-generation ETFs are changing the marketplace.
  71. What Is A Will And Why Do I Need One?

    Putting this document together will save your family time and money, and give you peace of mind.
  72. 5 Safety Net Services Available To Americans

    Here's a look at the different services available, the numbers of people they serve and how much money is used to support ...
  73. How To File A Canadian Tax Return

    The process for filing a Canadian tax return is easy and streamlined. Here is the information you need to know before filing. ...
  74. Protect Your Personal Assets

    A family limited partnership (FLP) can go a long way toward securing your family's property.
  75. IMF Or ETF: Which Is Right For You?

    Here's what the professionals think about these similar, but critically different, investment vehicles.
  76. Alternatives To Nursing Homes

    There are many other options for elderly care other than nursing homes. Here are some of the options available and the costs ...
  77. How To Invest On A Shoestring Budget

    Money is tight when you're young, but don't let that stop you from pursuing future riches.
  78. 5 Misconceptions About A Fiduciary

    Having knowledge of what a fiduciary is will not only impress your friends at a party, but it will also help you understand ...
  79. An Introduction To Roth IRAs

    Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.
  80. Young Investors: What Are You Waiting For?

    By investing at a younger age, you can harness the power of compounding - not penny-pinching - for profit.
  81. Smartest Things To Do With $10,000 Of Savings

    It's crucial that you put your hard-earned cash to good use. Putting away $10,000 is comforting, but investing that money ...
  82. How To Live Off Your Dividends

    One way to enhance your retirement income is to invest in dividend paying stocks and mutual funds.
  83. Two Roads: Debt Or Financial Independence?

    A higher income won't make you richer - unless you learn to live on less.
  84. Money Moves You Should Make Before You Retire

    Getting old is about the only thing you don't need to work at when preparing for retirement. Have you covered these other ...
  85. Protect Assets, Create Income, Retire Happy

    Find out what you can do to ensure a comfortable transition to your post-work years.
  86. How To Reduce Taxes On ETF Gains

    Boost your returns by learning the tax tricks and loopholes for your exchange-traded funds.
  87. 5 Ways You're Paying Too Much To Invest

    You can't control what the markets will do in the future, but you do have some control over how much you pay to invest.
  88. 5 Ways To Take Advantage Of Europe's Situation

    With the euro underperforming, now is a great time to travel, buy a home or go to school in Europe.
  89. Gifting Your Retirement Assets To Charity

    There are several things to consider when it comes to this type of charitable giving. Make sure you're well informed.
  90. 9 Penalty-Free IRA Withdrawals

    If you need to take early distributions, find out which exemptions allow you to avoid expensive consequences.
  91. 10 Estate Planning Tips For Women

    Estate planning is important for women because they often live longer than men and tend to make less money on average.
  92. ETFs Or Mutual Funds For Your IRA?

    Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs ...
  93. Retirement Hobbies That Make Money

    Turning your hobby into some extra cash can be a great way to make your retirement more financially comfortable.
  94. Income Relating: A New Concept In Medicare

    You can retire, but you can never retire from income tax planning.
  95. 5 Retirement-Wrecking Moves

    These common mistakes can sabotage your nest egg and your plans for retiring.
  96. Ethical Wills Share Final Thoughts With Heirs

    This document allows a testator, the person making the will, to leave a personal legacy.
  97. 6 Ways To Lose Your Estate

    Find out why you shouldn't put off putting your affairs in order.
  98. How Women Can Improve Their Financial Standings

    From taking greater risks to saving more, here are some specific ways women can improve their financial situations.
  99. 5 Ways To Double Your Investment

    From risky manoeuvres to slow-and-steady strategies, we look at five methods to double your money.
  100. Hey Self-Employed, Are You Making The Most Of Your Retirement Options?

    Even if you own your own business, it is still very important to save for retirement, and to understand your options for ...
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