Retirement

  1. 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 ...
  2. 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 ...
  3. 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. ...
  4. 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.
  5. 10 Money-Saving Year-End Tax Tips

    Getting organized well before the deadline will curb your frustration and your tax liability.
  6. 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 ...
  7. Top Signs You Aren’t Ready to Retire Yet

    Think you are prepared to retire? These warning signs may indicate otherwise.
  8. 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.
  9. Parents: Avoid This Retirement Savings Mistake

    Parents should make saving for their own retirement a priority over helping with their children’s college costs.
  10. 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 ...
  11. 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 ...
  12. 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 ...
  13. How the Rothschild Family Created Their Wealth

    An overview of how the Rothschild dynasty became one of the most powerful families in the world.
  14. 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 ...
  15. 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 ...
  16. Empty Nesters: How to Profit When the Kids Leave

    Finally...your intensive parenting days are over and your budget is a little more flush. It’s time to focus on where that ...
  17. What Retirement Will Look Like Without Savings

    Everyone knows they should save for retirement but many don't do it at all. They do so at their own peril as retirement without ...
  18. Can a 401(k) be used for a house down payment?

    Learn how to tap your 401(k) retirement plan to finance a home purchase, as well as the potential downsides of borrowing ...
  19. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  20. Getting Through the Medicare Part D Maze

    Having trouble sorting through your prescription drug coverage options? Try these solutions to finding the right Medicare ...
  21. How old do I have to be to make catch-up contributions?

    Learn about the rules and limitations for catch-up contributions for common retirement plans, such as 401(k), 403(b), IRAs ...
  22. Helping 401(k) Plan Sponsors with Costs

    Even the most savvy advisors and plan sponsors have trouble navigating 401(k) fees and costs. Monitoring them and working ...
  23. Zeroing in on Fidelity’s Top Funds for Retirement

    Fidelity's retirement funds might offer long-term potential, but perhaps a better opportunity is available.
  24. Do 401k contributions reduce AGI and/or MAGI?

    Discover how contributing to a 401(k) plan can reduce your AGI and/or MAGI. Also learn by how much and how this differs from ...
  25. Are 401ks FDIC insured?

    Learn what part of your 401(k) retirement plan is covered by FDIC insurance, and what part is not. Find out what happens ...
  26. What is the catch-up contribution limit for qualified deferred tax plans?

    Learn about statutory limits established by the U.S. Internal Revenue Service for catch-up contributions to deferred retirement ...
  27. Are catch-up contributions tax deductible?

    Learn the federal tax rules for contributions to 401(k), 403(b), SIMPLE 401(k) and IRA retirement plans before and after ...
  28. Can you make catch-up contributions to a Roth IRA?

    Learn about the age and income requirements that you must meet so you are eligible to make a catch-up contribution to your ...
  29. How to Pick the Best Medicare Part D Plan for You

    In choosing a Medicare Part D plan, here’s a helpful step-by-step guide to what you need to know to get the drugs you need ...
  30. 5 Ways To Reduce Taxes When You Are In Retirement

    There are lots of ways to reduce your tax burden in retirement without getting into trouble with the Internal Revenue Service. ...
  31. 5 Reasons Retirees Are Upsizing Instead of Downsizing Their Homes

    Many retirees opt to downsize to save money, but there are many who are doing the opposite and upsizing.
  32. Can You Retire In Spain With $200,000 of Savings?

    How far will a modest nest egg take you in Spain? Here's a look at the cost of retiring on the Costa del Sol, or in one of ...
  33. Do 401(k) savings earn interest?

    Learn about the various interest-bearing securities you can use to add stable, recurring income to your employer-sponsored ...
  34. Best Ways to Protect Your IRA in Times of Volatility

    Discover the best tips and tricks available to retirees to protect their individual retirement plans and ensure a sustainable ...
  35. The 3 Most Affordable Retirement Communities in New Jersey

    Discover why New Jersey is an unexpected retirement destination, and learn more about affordable retirement communities in ...
  36. 4 Things to Know Before Rolling Over to a Vanguard IRA

    Learn about Vanguard's IRA rollover process and discover what paperwork, fees and other considerations apply when moving ...
  37. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  38. Americans Are Living Longer, but Social Security Is Not Catching Up

    Find out how Social Security really works, why the system is in trouble and whether retirees are simply living too long for ...
  39. Do These Things To Trim 401(k) Expenses

    You might need to be vigilant and a bit creative to lower overall 401(k) expenses, but the payoff can be big. Here's a quick ...
  40. The Enormous Long-Term Cost of Holding Cash

    We take a look into how investors are still being impacted by the memory of the tech bubble and the advent of the last financial ...
  41. When Do Social Security Benefits Start and End?

    Everything you need to know about the three primary Social Security programs, how they work and who qualifies for them.
  42. How to Catch Up on Retirement Savings

    Lots of people nearing retirement don't have enough saved. Thankfully there is a host of ways to catch-up on saving, from ...
  43. A Look at Empower Retirement's Comparison Tool

    A new digital service lets you see how your rate of savings stacks up against others in your age and income bracket.
  44. Can You Retire in India with $200,000 in Savings?

    India's cost-of-living ranks among the lowest in the world, but retiring there presents some challenges unrelated to finances.
  45. 'Man Up': 3 Tips for Working with Male Clients

    Male clients aren't always financially literate. Here's how advisors can meet their needs.
  46. Tread Carefully with Retirement Plan Rollovers

    Compelled to rollover your retirement plan? Beware of bad advice, unsuitable options and 'toxic' tactics.
  47. 457 Plans and 403(b) Plans: A Comparison

    There's plenty of advice about 401(k) plans, but what about 457 and 403(b) plans?
  48. Can catch-up contributions be made to a SEP?

    Find out why catch-up contributions are not typically allowed for SEP IRAs. Learn why the terms of your specific plan may ...
  49. Can you make tax-free withdrawals from your 401(k)?

    Find out whether you can take withdrawals from your 401(k) tax-free, including how withdrawals from Roth and traditional ...
  50. How Yearly Taxes on 401(k) Accounts Work

    Learn how your contributions to traditional or Roth 401(k) accounts are taxed, either in the year of contributions or at ...
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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