1. What is the difference between a custodian bank and a self-directed retirement account ...

    Learn about how an IRS-approved, self-directed retirement account custodian compares and contrasts with traditional custodian ...
  2. Top 5 States That Save The Most For Retirement

    Wondering if you can live somewhere that's better for building a nest egg? Don't just stick a pin in the map. Consider these ...
  3. Retire In Indonesia With $200,000 Of Savings?

    It's very doable. Here's why.
  4. Do Empty Nesters Really Spend Less, Save More?

    Saving for retirement takes thought and planning, and reassessing your approach at different stages in life may be wise. ...
  5. Few Target-Date Managers Invest in Their Own Funds

    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  6. Finding a Top Financial Advisor in Canada

    Choosing a financial advisor is a difficult and important job. A ranking of Canadian advisors can help you make the right ...
  7. How to Exit Your Small Business with Grace

    Here is a guide for how best to leave your baby — your small business.
  8. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  9. Debunking 5 Robo-Advisor Myths

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's how their future will likely play out.
  10. What happens when a will and a revocable trust conflict?

    Learn why a revocable trust supersedes a will, but only for the assets held in the trust, when there is a conflict between ...
  11. Find The Top Retirement Cities In Indonesia

    Places to enjoy life in the land of "Eat, Pray, Love."
  12. 401(k) Investment Policy Statement: An Example

    Here's what a 401(k) investment policy statement should look like.
  13. Why Advisors Should Sidle Up to Estate Attorneys

    Financial advisors who building relationships with estate attorneys can better help all parties.
  14. Understanding Letters of Intent

    A LOI is used in most major business transactions to outline the terms of the deal that has been struck between the two parties. ...
  15. Advisors: Revisit Your Client's Risk Assumptions

    Financial advisors should avoid generalizing a client’s risk tolerance based on their age or other demographics.
  16. Should You Hire an Advisor or DIY Your Savings?

    Investors should consider index funds and robo-advisors before committing to a costly professional money manager.
  17. When Do I Stop Paying Social Security Tax?

    Almost never, unless you belong to one of these special groups.
  18. Risky Business:Trading Inverse ETFs in an IRA

    Since you can't short stocks in an IRA, consider these liquid inverse ETFs instead.
  19. Why More Investors Are Optimistic About Retirement

    Investors feel better about retirement now because the amount of employees having enough money for a comfortable retirement ...
  20. Retire In South Korea With $200,000 Of Savings?

    In modern South Korea, the cost-of-living differential may not be so good as elsewhere in SE Asia, but with a large enough ...
  21. In which countries do high-income earners pay the most tax?

    Find out which countries require high net worth individuals to pay the most taxes. Most of these countries are in the European ...
  22. Financial Planning: Can You Do it Yourself?

    There's no shortage of financial advice out there, but do you have the inclination, time and skills to do it yourself?
  23. Do Financial Analysts Need Financial Advisors?

    Financial analysts are very knowledgable about investments, but that doesn't mean they couldn't use advice on how to manage ...
  24. When is Hiring a Financial Advisor Necessary?

    Do you have the time, skills and inclination to manage your own finances and plan for the future? If not, it might be wise ...
  25. Why Your Clients Just Might Work into Their 70s

    Your clients just might work into their 70s. Here's why.
  26. How Non-Qualified Deferred Compensation Is Taxed

    The tax savings of non-qualified deferred compensation plans are not the only tax fact you need to know before signing up ...
  27. The Best Bet for Taxes: Traditional or Roth IRAs?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  28. Why the Government Favors Index Funds

    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  29. How does the Social Security Administration determine the Substantial Gainful Activity ...

    Learn how the Social Security Administration calculates the Substantial Gainful Activity threshold and how it varies for ...
  30. America's Most Expensive Retirement States

    Six places that aren't great for the Golden Years (financially speaking).
  31. What is the difference between a 401(a) and a 401(k)?

    Learn about 401(k) plans and 401(a) plans, and discover the key differences between these two types of retirement plans, ...
  32. Non-Qualified Deferred Compensation Plan Vs. 401(k)

    What's are the key differences between these two retirement savings plans?
  33. Why would an employer offer a 401(a) plan?

    Learn about a 401(a) plan and what types of organizations offer this type of retirement savings plan. Discover why an employer ...
  34. What are the IRS guidelines on the 401(a)?

    Find out what IRS regulations exist regarding 401(a) retirement savings plans, including which aspects of these plans are ...
  35. Best Cities For Retiring In Japan

    You want to retire amid the beauty and culture of Japan, but which cities should you consider? We think these are the five ...
  36. How is the provident fund funded?

    Find out how provident funds are funded, including the basics of how this retirement savings program works and examples of ...
  37. What Taxes Do I Owe On Retirement Accounts Abroad?

    If you're a U.S. retiree, but previously worked abroad, here's what you need to know about taxes on foreign pensions and ...
  38. How Non-Qualified Deferred Compensation Plans Work

    These tax-advantaged retirement savings plans have their pros and cons, and employers and employees must follow strict guidelines.
  39. How are contingent beneficiaries informed of a payout?

    Understand how contingent beneficiaries are made aware of a policy payout, and learn what policy owners can do to ensure ...
  40. How can I get a "pensionado" visa to retire in Costa Rica?

    Find out how to apply for a pensionado retirement visa for Costa Rica, how to prove your income and obtain a certificate ...
  41. The Foreigner's Guide To Retiring In Japan

    While Japan is an easy country to visit, retiring there can be a challenge due to the high cost of living and lack of any ...
  42. Can You Retire In Malaysia With $200,000?

    A low cost of living, street food fit for foodies and unspoiled rainforest and beaches are just a few of the reasons Malaysia ...
  43. Retirement Confidence is Up: Should it Be?

    Research shows that confidence in being able to afford retirement is up but probably shouldn't be, as many aren't taking ...
  44. Top Retirement Spots For The Ultra Rich

    Like birds that prefer to nest together, wealthy retirees often cluster in just a few places. Here's our top places compilation ...
  45. How Much Is Enough To Finance Your Retirement?

    Keep these points in mind as you calculate your retirement asset goal.
  46. What are the financial benefits of retiring in Panama?

    Discover the many financial benefits conferred to U.S. citizens who elect to make their retirement home in the Central American ...
  47. What are the financial benefits of retiring in the Philippines?

    Read about the many financial benefits of retiring in the Philippines as an American expatriate, including low health costs ...
  48. How can I get a 'pensionado' visa to retire in Costa Rica?

    Read about how you can obtain a pensionado visa to retire in Costa Rica, including what kinds of applicants the Costa Rican ...
  49. Do I need to file an income tax return every year?

    Understand if a person needs to file a tax return every year. Learn the benefits of filing a yearly income tax return even ...
  50. Understanding Defined Benefit Pension Plans

    An employer-sponsored retirement plan where employee benefits are based on a formula using factors such as salary history ...
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    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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