Retirement

  1. Retire in Jamaica with $200,000 of Savings?

    While the luxury enclaves of Montego Bay may be out of your price range, retiring in sunny Jamaica probably costs less than ...
  2. Retirement Programs That Help Low Income Seniors

    Plans and strategies for building a healthy and satisfying life, even if your retirement income isn't as high as you wish ...
  3. $60K Gone? The End of a Social Security Loophole

    With file and suspend ending, retirees, near-retirees and their financial advisors will need to rethink their saving and ...
  4. Have Medicare? Which Employer Health Plan to Get

    Over 65 and still working? You're eligible to register for Medicare, but should you also opt for employer health insurance, ...
  5. Social Security File and Suspend Ending: Now What?

    The popular Social Security claiming strategy – file and suspend – is ending. How can retiring couples adjust?
  6. 5 Reasons You Should Take Advantage of 401(k) Catch-ups

    Most Americans don't have a enough saved for retirement, but when they turn 50, they have a second chance thanks to the 4 ...
  7. Can You Trust the Philippines Healthcare System?

    Expats will find reliable, affordable care as long as they live in or near Manila – or are willing to travel there when the ...
  8. Thailand Vs. Vietnam: Which Is Better for Retirees?

    Learn how Vietnam and Thailand compare in terms of living cost, access to health care and lifestyle to help you decide which ...
  9. Can you fund nonqualified deferred compensation plans with life insurance?

    Understand if a person can fund nonqualified deferred compensation plans with life insurance. Learn what types of plans are ...
  10. How much money does Texas make from unclaimed property each year?

    Learn about unclaimed accounts in the state of Texas. Learn about the size of returned claims in Texas and the role of the ...
  11. Should Retirees Reinvest Their Dividends?

    Find out why dividend reinvestment may or may not be the right choice for retirees, depending on their financial needs and ...
  12. Are Cafeteria plans subject to FICA, ERISA or FUTA?

    Find out whether cafeteria plans are subject to ERISA, what they offer to employees and which benefits are subject to FICA ...
  13. Reinvesting Your Mutual Fund Dividends

    Learn the benefits of reinvesting your mutual fund dividends, their impact over time, and when it is better to take the dividend ...
  14. Are 401(k) withdrawals considered income?

    Learn why 401(k) withdrawals are taxable income, and find out when those withdrawals are also subject to an additional penalty ...
  15. How much money does Michigan make from unclaimed property each year?

    Learn about revenue from unclaimed property in Michigan and types of escheated accounts. Read about how Michigan handles ...
  16. Ultra ETFs Are Not Your Father's ETFs

    Ultra ETFs can add huge returns to your portfolio, but there's a lot of risk and volatility involved with these leveraged ...
  17. Want ETFs But Hate To Buy And Hold? Try Active ETFs

    Choosing between passive and active ETFs depends on your beliefs about active management's value.
  18. For More And More Investors, ETFs Are A Godsend

    Average and cautious investors can experience lower risk with ETFs - a safer alternative to swaps and derivatives.
  19. No, Social Security Is Not Being Depleted

    There are a number of reasons why concerns over Social Security depletion have emerged, but there are ways you can prepare ...
  20. How Too Many Stocks Can Torpedo Your Retirement

    With a seemingly constant bull market, people weight their portfolios too heavily toward stocks. The 2008 crisis taught us ...
  21. How To Set Up A Trust Fund If You’re Not Rich

    Contrary to popular opinion, trust funds are not just for the rich. Middle class citizens can set them up, as well.
  22. 5 Investments You Can’t Hold In An IRA

    Tax-deferred retirement accounts can hold a vast array of investments, but a few are not permitted. Here are five of the ...
  23. File and Suspend: Still An Option, But Act Fast

    File and suspend is about to expire. Those eligible should drop everything and see whether it makes sense for them.
  24. Investing Tips for Those Nearing Retirement

    Here are some saving and investing tips for people who are close to retirement.
  25. Tips for Managing Major Life Events

    A financial adviser can help clients navigate life’s transitions, whether it be marriage, divorce, death of a spouse, job ...
  26. IRA Tax Mistake? You Still May Have Time to Fix It

    Even if tax day has come and gone, errors still can be fixed through mid-October, including those to do with Roth and traditional ...
  27. Tips for Navigating the 'New Retirement' Landscape

    The retirement landscape is changing and will certainly continue to evolve. Here's how to help clients best navigate planning ...
  28. The 5 Dumbest Financial Moves You Can Make

    Learn how these dumb financial mistakes can ruin your long-term financial future, and how making wise financial decisions ...
  29. Are Annuities Retirement-Only Investments?

    Learn more about why annuities are generally purchased and the way that they can positively and negatively affect an individual ...
  30. This Millennial Investing Trend Could Hurt One Day

    A recent Investor Pulse Survey finds that my fellow millennials and I are doing some things right and some things wrong when ...
  31. How to Build the Biggest IRA Possible

    Tax savings are an obvious benefit of an IRA. But savvy investors can maximize their IRA returns with strategies like these.
  32. Save on Retirement's 4 Biggest Expenses

    Here's how to save where you can while you enjoy the fruits of all those years at the office.
  33. Why You Should Be More Worried About Retirement

    Research shows that confidence in being able to afford retirement is up but probably shouldn't be, as many aren't taking ...
  34. 6 Ways Retirees Can Save on Prescription Drugs

    Health care is one of the biggest expenses retirees face, and a large component of that is prescription drugs. Thankfully ...
  35. What are the maximum Social Security disability benefits?

    Find out the maximum Social Security disability benefits for qualifying individuals and couples in 2015, including who is ...
  36. 457 Plans: The Pros and Cons

    A look at the pros and cons of 457, which are offered to many government and non-profit employees.
  37. 7 Ways to Keep Working Instead of Retiring

    If you love your work (or your paycheck) or both, there's no reason you have to quit your job just because you hit retirement ...
  38. Payroll Taxes: Picking Apart Your Paycheck

    Here's what gets deducted from your pay, what your employer pays and where your payroll taxes actually end up.
  39. Group and Individual Disability Insurance: What You Need to Know

    What you need to know about group and individual disability income coverage.
  40. Avoid These Top Retirement Mistakes

    Most people spend years planning for their retirement but make some common mistakes that prove costly over the long run. ...
  41. What are the dormancy and escheatment rules for IRAs?

    Learn about the dormant and escheat rules for IRAs and why the dormancy period applies differently to IRAs than to other ...
  42. Retirement Isn’t One Size Fits All

    Today, retirement is viewed as the ultimate luxury. Instead of hoping for a life of leisure after work, we should try to ...
  43. Are Canadian Pension Plans inflation-protected?

    Learn about the Canada Pension Plan and how it adjusts its contributions and benefits each year for changes in inflation ...
  44. How often do target-date funds rebalance?

    Learn about target-date funds and how they begin rebalancing their portfolio 20 to 25 years before the target date as an ...
  45. The 3 Most Affordable Communities in Pennsylvania

    Discover why Pennsylvania is an unexpected and popular retirement destination and learn more about three of the most affordable ...
  46. When Can You Use Your IRA to Buy a House?

    If you're a first-time homebuyer (a term that's defined more flexibly than you think), you can tap your IRA to help with ...
  47. Budgeting for the 4 Phases of Retirement

    Retirement consists of four stages, each with different expenses and different budgeting needs. Here's how to manage your ...
  48. The Best Charitable Remainder Trust for You

    Help a favorite cause and avoid a tax bite: These are the key reasons to set up a CRT. But which version best fits your needs?
  49. Tap Your IRA to Pay for Your Kid's College?

    You can raid your retirement account to pay for your child's college education – but should you?
  50. Top Tips for Advising Clients on RMD Strategies

    Required minimum distributions are a fact of life for those 70.5 and older. Here's how to implement the best strategies for ...
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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