Retirement

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  1. Planning for Retirement: a Checklist Approach

    Whether you're planning to retire in ten years or in two months, this strategic checklist will help you create a retirement ...
  2. How to Cherish Your Time in Retirement

    We spend much of our lives saving for retirement, so it makes sense to spend a few years planning how to make the most of ...
  3. Power of Attorney

    A legal document giving one person the power to act for another person. The agent can have broad legal authority or limited ...
  4. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  5. When Advisors Should Do More Than Manage Portfolios

    Dr. Michael Finke explains how advisors can better serve aging clients.
  6. Do beneficiaries of a trust pay taxes?

    Beneficiaries of a trust typically pay taxes on distributions they receive from the trust's income. However, they are not ...
  7. Finke: Consumers Want Goal-driven Investing

    Dr. Michael Finke shares his take on how financial professionals can better serve their clients with custom solutions.
  8. Are We in a Baby Boomer Retirement Crisis?

    Statistics paint a gloomy picture for Baby Boomers and their retirement. So how bad is it? We take a look at recent research. ...
  9. 4 Risky Moves People Are Making to Buy a Home

    A new study from Owners.com suggests that Americans may be willing to make some risky moves to buy a home in 2017. Here are ...
  10. How Much Should I Save for Retirement?

    How should you set your financial goals in retirement? How much much should you save?
  11. Setting Financial Goals for Your Future

    To live comfortably now and in retirement, setting financial goals for the short-, mid- and long-term is crucial. Here are ...
  12. What are the maximum Social Security disability benefits?

    The average Social Security disability benefit amount for a recipient of Social Security Disability Insurance (SSDI) in 2 ...
  13. Start a Retirement Business with an ROBS 401(k)

    This little-known plan is a tax-free way to fund a retirement business, but it's not without risks and the legal work can ...
  14. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  15. 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 ...
  16. Congress May Take Away Your 401(k) Tax Deduction (or Not)

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  17. How Is Your 401(k) Taxed When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type.
  18. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  19. Could Your Portfolio Pass the Pre-Retirement Stress Test?

    Many Americans leave the workforce without knowing whether their assets are sufficient. Don't be one of them.
  20. The Basics of a 401(k) Retirement Plan

    This plan has become one of the most popular retirement options. Here's why.
  21. Elder Financial Abuse: How to Protect Yourself

    There are behaviors and laws that will help you avoid becoming a victim of financial abuse.
  22. The Longevity Gap: Why the Rich Benefit More from Social Security

    Researchers have found that longevity is why well-off American men collect more in government retirement benefits than their ...
  23. Employers Offer Alternatives to 401(k) Loans

    Employers can bolster workers’ long-term financial security by educating them on the full consequences of 401(k) loans and ...
  24. How Your 401(k) Could Get Better

    Target-date funds, the 401(k) investments of choice, are one size fits all based on your age. Now, companies are starting ...
  25. Understanding the New 'T' Shares

    "T" stands for "transaction," and these mutual fund shares, designed to fulfill the fiduciary rule, promise to be a money-saving ...
  26. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  27. How to Build Retirement Income with Annuities

    Annuities may provide an excellent tool when it comes to building income for retirement. Here's why.
  28. Financial Planning 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.
  29. How a Revocable Living Trust Makes Your Executor’s Job Easier

    Establish a revocable living trust to give you peace of mind and avoid probate. The executor of your will’s job will be easier, ...
  30. 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 ...
  31. A Defined Benefit Plan for Small Business Owners

    Wish you had a pension to help see you through your retirement? Today, small business owners may be able to create their ...
  32. The Advantages of Indexed Universal Life Insurance

    An indexed universal life insurance policy can be an all-in-one financial device. Here's why, and here are some of its key ...
  33. 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 ...
  34. How Your Employer Is Destroying Your Retirement

    What's in a typical workplace 401(k) plan? Often, not a whole lot of good. Here's why.
  35. 4 Risks of Giving Your House to Your Child

    Your instincts may be generous, but handing over the house may not be the best financial plan for you – or your child.
  36. 3 Ways to Improve Financial Literacy

    If financial advice isn't personalized, situational and actionable, most Americans won't remember it.
  37. 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.
  38. Living Abroad in Retirement: Can You Afford It?

    These are the financial implications of retiring abroad, as well as what you need to consider in order to do so.
  39. 6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  40. 4 Mistakes to Avoid with Your Retirement Plan

    The retirement landscape is changing. Here are four things retirees today need to be wary — and aware — of when it comes ...
  41. 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 ...
  42. 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.
  43. 4 Keys to a Satisfying Retirement

    As these four factors illustrate, successful retirement planning takes more than entries in a spreadsheet into consideration. ...
  44. Youth and Roth IRA 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 ...
  45. 10 Things to Do Before Retirement

    Preparing for retirement isn't all about finances. Some steps to get you there will be more subjective, and more fun.
  46. What to Do to Prepare for Retirement

    Here is a retirement checklist that offers many things to think about, from ten years before retirement to just after yours ...
  47. Which Investor Personality Best Describes You?

    Different personality traits and preferences, along with a range of emotional and mental behavioral biases, have a strong ...
  48. How Much Should You Contribute to Your 401(k)?

    There's a lot to consider when deciding how much to contribute to your 401(k) plan.
  49. Term Life Insurance: Everything You Need to Know

    Term life insurance is an affordable way to financially protect your loved ones after your death. Here's what you need to ...
  50. A Cautionary Tale About Retirement Calculators

    How comfortable would you be if you knew that the online retirement calculator you used failed its own test?
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Hot Definitions
  1. Fixed-Income Security

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