Retirement

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  1. How Does A Reverse Mortgage Work?

    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.
  2. Why Retirement Income Now Costs More

    Why Retirement Income Now Costs More

    The cost of future lifetime retirement income has outpaced increases in retirement savings balances. That’s left many pre-retirees ...
  3. 5 Key Factors Your Financial Plan May Not Address

    5 Key Factors Your Financial Plan May Not Address

    When the size of your IRAs and 401(K)s inputs a bunch of figures, out comes the verdict, and either: You're guilty of not ...
  4. The Right Place To Retire

    The Right Place To Retire

    Before my husband and I got married, we made sure to be on the same page about values and children, but we didn’t discuss ...
  5. Closing In On Retirement? Read These Tips

    Closing In On Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  6. The Top Reasons Behind The U.S. National Debt

    The Top Reasons Behind The U.S. National Debt

    National debt, as with a business, is basically the difference between receipts and expenses--but in the U.S., the latter ...
  7. Self-Directed IRA: The Right Move For You?

    Self-Directed IRA: The Right Move For You?

    How to benefit from the self-directed IRA's increased investment opportunities – and avoid the scams.
  8. 9 Reasons You May Never Retire

    9 Reasons You May Never Retire

    As we face more years on this planet, the quality of that life becomes more important, and so you will need more gold to ...
  9. Top 10 Money Mistakes New Parents Make

    Top 10 Money Mistakes New Parents Make

    Although having a child is an exciting and exhilarating experience, it is very easy to lose track of finance or make unwise ...
  10. What are the rules and restrictions on a Spousal IRA?

    What are the rules and restrictions on a Spousal IRA?

    Learn about the rules pertaining to spousal individual retirement account contribution and income limits. Find different ...
  11. What are the differences between a systematic investment plan (SIP) and a recurring ...

    What are the differences between a systematic investment plan (SIP) and a recurring ...

    Differentiate between a recurring deposit and a systematic investment plan, or SIP, within an investment account, and learn ...
  12. Is it possible to collect spousal Social Security benefits before I collect my own?

    Is it possible to collect spousal Social Security benefits before I collect my own?

    Learn if it is possible to collect spousal Social Security benefits before you collect your own. The "file and suspend" method ...
  13. What are the main differences between a systematic investment plan (SIP) and mutual ...

    What are the main differences between a systematic investment plan (SIP) and mutual ...

    Reduce your average cost per share on mutual fund investments using the dollar-cost averaging strategy by way of a systematic ...
  14. How can I request a Social Security disability award letter?

    How can I request a Social Security disability award letter?

    Learn about award letters and how to apply for Social Security disability benefits. Gain insight as to why disability applications ...
  15. How do I apply for Social Security retirement benefits?

    How do I apply for Social Security retirement benefits?

    Understand the process of applying for Social Security benefits, the kinds of information and documentation you need, and ...
  16. How are payments calculated on a Canadian Pension Plan (CPP)?

    How are payments calculated on a Canadian Pension Plan (CPP)?

    Learn what factors are considered when calculating your Canada Pension Plan retirement benefits, and discover how to get ...
  17. How do I track my pending application for Social Security benefits?

    How do I track my pending application for Social Security benefits?

    Understand the simplest way to follow up on your Social Security benefits application and the basics of eligibility and payment ...
  18. What are the restrictions for withdrawing my Locked-in Retirement Account (LIRA) ...

    What are the restrictions for withdrawing my Locked-in Retirement Account (LIRA) ...

    Learn about Locked-in Retirement Funds and options available for receiving retirement income. Explore circumstances when ...
  19. How soon do I need to start my application for Social Security retirement benefits?

    How soon do I need to start my application for Social Security retirement benefits?

    Understand when to apply for Social Security benefits and when you can expect to receive monthly payments based on age and ...
  20. What happens to a Locked-In Retirement Account (LIRA) in the case of a divorce or ...

    What happens to a Locked-In Retirement Account (LIRA) in the case of a divorce or ...

    Learn different options in cases of divorce where assets are held in Canadian Locked-In Retirement Accounts. Learn which ...
  21. What is the maximum I can receive from my Social Security retirement benefit?

    What is the maximum I can receive from my Social Security retirement benefit?

    Understand the maximum Social Security benefit amount for someone retiring in 2014 at full retirement age and the basics ...
  22. What happens to my Locked-In Retirement Account (LIRA) balance when I die?

    What happens to my Locked-In Retirement Account (LIRA) balance when I die?

    Understand that in the event of your death, Locked-In Retirement Account death benefits will be transferred to your partner, ...
  23. When is it optimal to take my widow's Social Security benefit?

    When is it optimal to take my widow's Social Security benefit?

    Understand when you can apply to receive Social Security benefits as the surviving spouse of a worker and what this means ...
  24. Is a Locked-in Retirement Account (LIRA) protected from creditors?

    Is a Locked-in Retirement Account (LIRA) protected from creditors?

    Learn about how Canadian registered pension and retirement plans are protected from creditors under federal and provincial ...
  25. Where can I transfer money from a Locked-in Retirement Account (LIRA) to?

    Transfers of money from a LIRA can be made to another LIRA account, to an LIF account or to an insurance company in order ...
  26. What is the Superintendent's Register of Authorized Institutions?

    Learn who governs locked-in retirement accounts and other registered retirement savings plans in each Canadian province and ...
  27. How can I change my name on my Social Security card?

    Learn what documents are needed to change your name on your Social Security card whether you are a natural-born or foreign ...
  28. Who can transfer funds to a Locked-in Retirement Account (LIRA)?

    Transferring funds into a LIRA account can be initiated by owners of defined contribution plans or defined pension plans ...
  29. Are Social Security benefits affected by unemployment benefits?

    Find out if Social Security benefits are affected by unemployment benefits, and if so, how much this benefit can be reduced ...
  30. Is the Social Security trust fund solvent?

    Learn why the Social Security trust fund does not actually hold any money and how its solvency relies on the U.S. government's ...
  31. What are the differences between a Pay As You Go plan and a 401(k)?

    Compare a 401(k) plan with a pay-as-you-go pension plan; both offer investment flexibility and control by the participant ...
  32. What are the main differences between a provident fund and a pension fund?

    Learn about some of the primary differences between the benefits of provident funds and pension funds, two types of retirement ...
  33. Can I get both military and Social Security benefits?

    Learn how it's possible to receive both Social Security benefits and a military pension in retirement, and how retirement ...
  34. Are Social Security survivor benefits for children considered taxable income?

    Learn why receiving Social Security survivor benefits on behalf of children does not affect income tax for a surviving parent ...
  35. How are Pay As You Go pension plan benefits taxed?

    Discover how the IRS treats pay-as-you-go pension plan benefits that are received as income in retirement, both for Social ...
  36. What are the most common scams regarding Social Security benefits?

    Learn about some of the most common Social Security scams that occur by phone, email and direct mail, and how to recognize ...
  37. What are the benefits and advantages of the Teacher Retirement System?

    Learn about some of the primary benefits of a teacher retirement system and what similarities it has with other types of ...
  38. Are my Social Security Benefits reduced if I receive extra pensions from different ...

    Understand the effect collecting a pension can have on your Social Security benefits, depending on whether you were employed ...
  39. How much of my income goes to Social Security taxes?

    Discover how much of your income goes to social security tax: what the rate is, what the limits are and what types of income ...
  40. Must I pay Social Security taxes on my earnings after full retirement age?

    Paying Social Security contributions continues even past reaching full retirement age, but that can increase future Social ...
  41. What does "full retirement age" mean in regards to Social Security?

    Learn what full retirement age is and how Social Security benefits are calculated based on your age, how long you have worked ...
  42. Top Tips For Winning New Clients

    Top Tips For Winning New Clients

    Advisors looking to attract potential clients need to speak in a straightforward manner, be available for questions and leave ...
  43. IRS Raises 401(k) Contribution Limits By $500

    The 2015 IRS contribution limits for 401(k), 403(b), most 457 savings plans and the government's Thrift Savings Plan were ...
  44. ETFs Commonly Found In Retirement Accounts

    ETFs Commonly Found In Retirement Accounts

    Which ETFs are popular in retirement accounts? Here's a look at several and why they might be right for you or your client.
  45. Is a 401(k) a qualified retirement plan?

    Examine the different types of qualified retirement plans, and discover if a 401(k) meets the definition of a qualified retirement ...
  46. How can you borrow from a Roth IRA?

    Learn how to borrow money from your Roth IRA by rolling it over into another IRA account or taking an early withdraw to get ...
  47. What are the main disadvantages of a self-directed IRA?

    What are the main disadvantages of a self-directed IRA?

    Find out more about self-directed IRA investments and the role of controlling drawdown in the management of a profitable ...
  48. How does a Registered Retirement Income Fund (RRIF) work?

    Learn about Registered Retirement Income Funds, which are the most popular retirement income options available to Canadian ...
  49. When can you withdraw your savings from a Registered Retirement Savings Plan (RRSP)?

    Learn the standard age for withdrawing savings from a Registered Retirement Savings Plan (RSSP) and what you can expect if ...
  50. How does taxation on life insurance for a qualified retirement plan work?

    Purchase life insurance in your qualified retirement plan using pre-tax dollars. Be aware of other ways that life insurance ...
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