Retirement

Accumulating post-tax assets can work to your advantage. Find out how.

Read this if you've taken early distributions or owe excess-contribution or excess-accumulation penalties.

Here's another reason to put money toward your retirement nest egg.

More and more people are realizing they must work part time during retirement. Here's a look at if you might have to.

If you have a Roth IRA, you are responsible for keeping track of your pretax versus after-tax assets.

IRA assets can't be taxed twice - find out how to avoid paying the second time around.

In today's volatile market, Generation X can't sit around waiting for things to improve. Gen X must implement innovative strategies for retirement planning.

Learn how to work with the tax man to avoid getting gouged when you convert your plans.

Eager to save for retirement? Learn how to avoid overpayment penalties.

Find out how to get a bigger return.

These instruments may shed their bad rap to bring you a hefty tax break.

Rather than shivering away their golden years, retirees can fly south to winter in sunny locales.

The United States military provides its members many benefits, including what many regard as a rather generous pension system, although it takes 20 years of service to become eligible. One unique aspect of the system is that service personnel start receiving benefits whenever they retire, regardless ...

We outline the incentives and help you take full advantage of the benefits.

You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.

One of the first steps you should take at this stage is avoid the pitfall many pre-retirees experienced in 2008 – overexposure to stocks. Sure, you'll want to keep a significant equity portion of your portfolio to boost potential gains, but you won't have as much time as younger workers to make ...

Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.

Consolidating retirement assets? Make sure you account for pre-tax and after-tax assets separately.

Not only does retiring later give you more time to build your retirement nest eggs, but it may also keep you healthy.

There are many things to consider when planning your retirement, including budgets, taxes and long-term care.

When employers want to give employees a way to save for retirement, they may offer participation in a 401(k), a retirement plan outlined in IRS tax code section 401(k). They may also offer employees a SEP IRA or, if the company has fewer than 101 employees, a SIMPLE IRA.

Balance saving and spending in your golden years with these simple tips.

Build savings to support yourself in case pension plans and Social Security fall through.

Older couples have many things to consider when it comes to financial planning, including wills and estate planning.

We address seven investment misconceptions, and how you can make your retirement plan make sense.

By laddering annuities, you can be sure you'll have income no matter what the market does.

Lack of full-time employment can make saving for retirement more difficult, but there are some vehicles that can help.

While this strategy does have a few advantages, it can also pose some substantial risks to employees.

If your nest egg has taken a hit, these conservative investments could help get you back on track.

Here is an outline of how you should save for retirement when you are in your 20s.

Naturally occurring retirement communities can provide a place for retirees to live independent, social lives.

To avoid penalties or missed opportunities, make sure you know which transactions must be completed by December 31.

Find out how to save smarter after 65.

When considering how to plan for retirement, firstly think about the age at which you want to retire and the lifestyle you want to enjoy. The older you are when you retire, the longer you have to save and the fewer years you have to support yourself out of savings; however, the older you are when you ...

We'll show you how to set yourself up to retire in style.

Your retirement savings can have the best of the defined-benefit plan and the defined-contribution plan with this hybrid.

A non-qualified distribution might still be tax and/or penalty free under certain conditions.

Learn how to avoid the bad habits that keep the average young adult from saving.

Here's a step-by-step guide for transferring one retirement plan into another.

Find out how to determine whether you're on the path to a comfortable retirement, or financial ruin.

You need to plan ahead to ensure a long and happy future away from the daily grind.

It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.

Here are three simple questions you should consider when weighing this decision.

The effects of compounding make it cheaper over the long term to save for retirement.

If you're working and taking RMDs, your taxable income may start to bulge. Find out how to keep it under control.

Find out how these second-generation ETFs are changing the marketplace.

Here's a look at the different services available, the numbers of people they serve and how much money is used to support them.