Retirement

  1. Can you have both a 401(k) and an IRA?

    Discover how a retirement investor might choose between investing in a 401(k) and an IRA, and learn why he or she may benefit ...
  2. Using Your IRA to Invest in Property

    Explain how to use an IRA account to buy investment property.
  3. How a 401(k) Works After Retirement

    Find out how your 401(k) works after you retire, including when you are required to begin taking distributions and the tax ...
  4. Top 3 Cities To Retire To In Cambodia

    Take your pick of a party-party beach town, an architectural wonder in the jungle, or a less touristy town with vestiges ...
  5. How the Social Security Reboot May Affect You

    While there’s still potential for some “tweaking” around your Social Security retirement benefits, I’d like to share some ...
  6. Read This Before You Retire in the Philippines

    The Philippines has a warm climate, a low cost of living and plenty of people who speak English. What to do next if you think ...
  7. Are 401(k) contributions tax deductible?

    Learn what the tax advantages of a 401(k) retirement plan are, what tax brackets gets the most benefit and why deferred taxation ...
  8. Are 401(k) rollovers taxable?

    Learn what parts are eligible for 401(k) rollover, the tax impact of a direct rollover or manual rollover, and the time limit ...
  9. 4 Books Every Retiree Should Read

    Learn more about the current financial situations retirees are facing and discover four books that every prospective and ...
  10. Are Fees Depleting Your Retirement Savings?  

    Each retirement account will have a fee associated with it. The key is to lower these fees as much as possible to maximize ...
  11. Retirement Tips for Doctors

    Learn five tips that can help physicians get back on schedule in terms of making financial preparations they need to retire.
  12. Top Schwab Funds for Retirement (SWDRX, SWERX)

    These Schwab funds are strategically designed and have performed well on a historical basis, meaning they're solid options ...
  13. Should Social Security Be Privatized?

    The idea of controlling your own retirement money is one that continues to hold appeal for a large segment of voters.
  14. What's The Difference Between Medicare And Medicaid?

    One program is for the poor; the other is for the elderly. Learn which is which.
  15. Cashing in Your Life Insurance Policy

    Tough times call for desperate measures, but is raiding your life insurance policy even worth considering?
  16. Is Netflix Stock Suitable for Your IRA or Roth IRA? (NFLX)

    Learn about the risks of Netflix's business plan and long-term corporate strategy, and see if the stock's risk/reward profile ...
  17. Pros and Cons of Deferred Compensation Plans

    Learn about the pros and cons of non-qualified deferred compensation (NQDC) plans, including the flexibility of non-ERISA ...
  18. ETFs Vs. Mutual Funds: Choosing For Your Retirement

    Learn about the difference between using mutual funds versus ETFs for retirement, including which investment strategies and ...
  19. The 8 Most Popular Vanguard Funds for a 401(k)

    Learn about some of the mutual funds in Vanguard's lineup that are popular among 401(k) investors, and find out why you should ...
  20. Are catch-up contributions included in the 415 limit?

    Learn about IRC section 415 limit and why catch-up contributions are not included. Learn about current 401(k) contribution ...
  21. Can catch-up contributions be matched?

    Learn about how the specific terms of your retirement savings plan dictate how and when your employer may match your catch-up ...
  22. Is Caterpillar Stock Suitable for Your IRA or Roth IRA?

    Learn about Caterpillar's suitability for a retirement portfolio. Does CAT have long-term viability? Find out if CAT is better ...
  23. Are catch-up contributions included in actual deferral percentage (ADP) testing?

    Find out why catch-up contributions are not included in the ADP testing, and how the IRS uses non-discrimination tests to ...
  24. Who offers 401(k) plans?

    Find out who can offer 401(k) retirement plans. Also discover how a 401(k) plan can benefit both business owners and their ...
  25. Do tax brackets include Social Security?

    Find out whether your Social Security benefits are subject to taxation, and learn how they can affect your tax bracket as ...
  26. How to Help Plan Sponsors Meet Fiduciary Duties

    Advising 401(k) plan sponsors is a great business model for financial advisors. Here's how advisors can help plan sponsors ...
  27. Retirement Plan Solutions For 70+ Workers

    If you’re still working in your 70s, you’re probably trying to seal a crack in your nest egg, or you just don’t want to retire. ...
  28. 4 Ways to Boost the Amount You Save for Retirement

    Retirement can easily last more than twenty years, which means you have to save a lot. Thankfully, there are ways to enhance ...
  29. How to Fix an Error on Your Social Security Check

    For many seniors, social security benefits checks are their income stream which means the benefit has to be correct. If you ...
  30. Why The 4% Rule No Longer Works For Retirees

    The 4% rule basically states that retirees can withdraw that much from their portfolio each year without depleting the principal ...
  31. Is $200,000 Enough to Retire in the Bahamas?

    As paradise goes, the Bahamas are not cheap, but these gorgeous islands may be a more affordable retirement destination than ...
  32. Find the Right Bahamas Island for Your Retirement

    There may be no “best” Bahamas island, but there may be a best island for your retirement. Here are some top spots to consider. ...
  33. How To Set Up A Trust Fund If You're Not Rich

    You don't need to be worth millions to create your own trust fund. Learn how your money can be handled in the event of your ...
  34. What Happens to a 401(k) After You Leave Your Job?

    Find out what happens to your 401(k) after you leave your job. Learn about your five primary options, including cashing out ...
  35. How 401(k) Matching Works

    Find out how employer matching of your 401(k) contributions works, including how employer contributions are calculated and ...
  36. Best 3 Vanguard Mutual Funds for Retirement

    Discover the top Vanguard target-date retirement funds with target dates in 2020, 2030 and 2050, and learn about the characteristics ...
  37. Is Berkshire Hathaway Stock Suitable for Your IRA or Roth IRA? (BRK.B, BRK.A)

    Discover how Warren Buffett's Berkshire Hathaway is structured and if the company is appropriate for individual retirement ...
  38. Passing an IRA to a Trust: The Good and Bad

    Creating a trust is a common estate planning tactic, but naming a beneficiary to an IRA to a trust may have unintended consequences. ...
  39. SEP vs. Keogh Plans: Which is Right for You?

    SEP and Keogh plans each have their pros and cons. Here's how to choose which one is right for you.
  40. 10 Money-Saving Year-End Tax Tips

    Getting organized well before the deadline will curb your frustration and your tax liability.
  41. How to Stretch Your Retirement Savings

    What does "nest egg" mean for your personal situation? Will you deplete it, or will you nurture it to generate income that ...
  42. Top Signs You Aren’t Ready to Retire Yet

    Think you are prepared to retire? These warning signs may indicate otherwise.
  43. A Working Retirement: How to Make the Most of It

    Working during retirement probably doesn’t sound appealing but there are options on how to go about it.
  44. Parents: Avoid This Retirement Savings Mistake

    Parents should make saving for their own retirement a priority over helping with their children’s college costs.
  45. The 3 Best Vanguard Mutual Funds for Your Roth IRA

    Learn about Vanguard funds that are good choices for a Roth IRA. Read about how Vanguard funds make it easy for investors ...
  46. Rolling Over Your 401(k) in Times Of Volatility

    Learn the risks that come with rolling over a 401(k) in times of market volatility, and discover strategies that you can ...
  47. Get More Access to Work-Based Retirement Plans

    Some ideas to create more options for Americans who don’t have – or don't take advantage of – a retirement plan through their ...
  48. How the Rothschild Family Created Their Wealth

    An overview of how the Rothschild dynasty became one of the most powerful families in the world.
  49. Vanguard's Target Date Funds: What You Should Know

    Target date funds have grown in popularity as an investment of choice among 401(k) investors. Here's a closer look at Vanguard's ...
  50. IRA Holders: How to Avoid this Huge Mistake

    Here's why using your IRA funds to delay taking Social Security benefits may be a good option for more financial security ...
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