Retirement

  1. What $1 Million Buys You in America's Best Retirement Destinations

    Shopping for your dream retirement home in Bellingham, Brevard, Charleston and Tucson
  2. Should You Borrow From Your Retirement Plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
  3. 401(k) Plans: Roth or Regular?

    How to decide which type of 401(k) retirement savings plan makes the most sense for you. Or should you hedge your bets and ...
  4. Strategies For Your Roth 401(k)

    A Roth 401(k) can add much to your retirement funds, especially if you start saving early and end up doing well financially. ...
  5. Smart Ways To Manage Your 401(k)

    Now that 401(k)s have put managing retirement money into employees' hands, you can't just contribute and forget it. How to ...
  6. 2010: The Year To Convert Your IRA

    Thanks to fewer restrictions, it's now easier than ever to convert your traditional IRA into a Roth IRA.
  7. Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  8. 5 Investments You Can't Hold In An IRA/Qualified Plan

    The list of prohibited investment vehicles is short, but it's important to know what is off limits.
  9. Reasons To Stay Put During Retirement

    Many retirees choose to travel to warm destiniations and far off locales to live out their golden years. Here are some reasons ...
  10. Bankruptcy Protection For Your Accounts

    Will the plan assets you've worked hard for be safe if you experience a personal financial crisis?
  11. Combining Your Plan Assets? Not So Fast!

    You might reduce the costs of maintaining more than one account, but you could also be forfeiting tax benefits.
  12. 10 Tips For Achieving Financial Security

    Follow this sound advice and plan for a comfortable future.
  13. 3 Deadlines For Retirement Plan Beneficiaries

    To take full advantage of new RMD regulations, beneficiaries need to take action before important deadlines.
  14. Traditional IRA Deductibility Limits

    Find out where you can take a tax deduction on the contributions you make.
  15. Laid Off? You Can Still Retire

    Joblessness is temporary, but neglecting your retirement savings has permanent consequences.
  16. Designating A Trust As Retirement Beneficiary

    Designating a trust as your IRA beneficiary can be beneficial, but it requires proper planning to avoid problems.
  17. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  18. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  19. Business Owners: How To Set Up An SEP IRA

    SEP IRAs are simple to set up and run, making them a popular choice for business owners.
  20. The Generation Gap

    Studies suggest that young workers may not be able to retire comfortably - or at all.
  21. Start Saving With A Roth 401(k)

    Here are the steps to take if you want to choose – and make the most of – a Roth 401(k) as you save for retirement.
  22. How Advisors Can Fill The Talent Gap

    Financial planning firms are seeing increased demand for their services just as a talent shortfall becomes more pronounced. ...
  23. Eligible For Social Security And A Pension? Lucky! (Or Confused)

    Two critical rules for Americans whose work history qualifies them for both Social Security retirement benefits and a government ...
  24. Getting A Secured Credit Card

    Because these cards target consumers with difficulty getting credit, be extra careful to avoid predatory lenders when you ...
  25. Last-Minute Strategies To Help Pay For College

    Find out what to do when your kid is ready for higher education, but you aren't.
  26. Financial Advisors Need To Seek Out This Group NOW

    Millennials are coming into their own economically, so why are financial advisors still reluctant to give them the attention ...
  27. Debunking the 80% Income Replacement Rule

    Take a look at the 80% rule, it suggests that pre-retirees create a savings plan that will replace 80% of their income when ...
  28. An Analysis Of Social Security Benefits And Their Future

    Social Security is a significant driver of the US economy--as good a reason as any to make sure you understand it!
  29. Using The Social Security Website To Get Answers

    The Social Security website is full of useful information. To save you time, here's a guide – and links – to finding answers ...
  30. Types Of Social Security Benefits

    Social Security isn't just for the retired. It also pays benefits to the disabled, widows and widowers, children, stepchildren, ...
  31. 3 Ways to Get Social Security Benefits

    Social Security isn't just for retirement. Learn about all three benefits provided by the Social Security Administration: ...
  32. Understanding The Social Security Website

    Go to ssa.gov for all things Social Security. To comply with the Plain Writing Act of 2010, its information was rewritten ...
  33. Passing Boomers Will Leave A Big Economic Wake

    While baby boomers keep the longevity economy surging, look out for a dark fiscal forecast when it comes to retirement planning ...
  34. Why is there a cap on the Federal Insurance Contribution (FICA) tax?

    Find out the history behind the the controversial FICA cap on wages.
  35. Who Pays Your Social Security Benefits?

    The short answer is, current earners. Taxes on current wages pay the Social Security benefits of retirees, the disabled, ...
  36. Will I pay taxes on my Social Security payouts?

    Find out if you're one of the people who has to pay federal income taxes on the Social Security benefit you receive.
  37. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

    Whether you can deduct IRA contributions on your tax return depends on the type of IRA you have, your participation in an ...
  38. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

    Find out the rules and limits on contributing to both a Roth IRA and employer-sponsored retirement plan.
  39. 5 Good Reasons To Build A Career In Nonprofits

    There's never been a better time to work in non-profits. The move makes sense at life stages from just starting out to looking ...
  40. At what age will I be eligible for the maximum Social Security payout?

    The year you choose for collecting your social security will play a large part in determining how much money you'll receive ...
  41. Can I take money out of my Individual Retirement Account (IRA) while working?

    Can I take money out of my IRA plan if I'm still working? Yes, you can take money out of your IRA plan if you’re ...
  42. How To Plan For The Charitable Giving Boom

    Of the $58 trillion that will be passed over the next several decades, $26 trillion could go to charity. Here's how to plan ...
  43. Will Retirement Be Part of Your Retirement?

    Retirement is changing. The question is how?
  44. Divorce Over 50: Seven Mistakes to Avoid

    With longer lives and women's greater financial independence, divorces at 50+ are soaring. How to avoid money trouble when ...
  45. Special Trusts For Special Needs

    If you or someone you love has a disability, these trusts can help ease the cost of care.
  46. 5 Things To Ask Before Hiring A Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for ...
  47. Retirement Travel: Good And Good For You

    Research shows a big disconnect between how many Americans dream of travel during retirement and who saves enough to fund ...
  48. Top 10 Biggest Retirement Savings Mistakes

    Now that the economy is in recovery, it’s time to begin rebuilding those IRAs and 401(k)s.
  49. Longevity Insurance for a Comfortable Retirement

    Don't face a retirement that goes on long after your money runs out. Longevity insurance guarantees you income once you reach ...
  50. Surprising Uses for Trust Funds

    Here are five common situations where a trust fund makes financial sense.
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    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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