Retirement

  1. How and when can you convert a Registered Retirement Savings Plan (RRSP) into a Registered ...

    Discover how and when to convert your Registered Retirement Savings Plan into a Registered Retirement Income Fund, and learn ...
  2. What are the advantages of commodities on a Roth IRA?

    Discover what kind of commodity-based investments are allowed inside of a Roth IRA and what advantages commodities can bring ...
  3. What are the contribution limits on a Simple IRA?

    Learn the 2014 contribution limits for investing in a SIMPLE IRA, meant for businesses with 100 or fewer employees to help ...
  4. Can I buy emerging market bonds on my Roth IRA?

    Learn how to diversify your Roth IRA by adding emerging markets debt to your portfolio. Reduce costs and risks by investing ...
  5. Is a 401(k) a qualified retirement plan?

    Examine the different types of qualified retirement plans, and discover if a 401(k) meets the definition of a qualified retirement ...
  6. When are Simplified Employee Pension (SEP) IRA contributions due?

    Read this article to learn more about the April 15 SEP IRA contribution deadline date and how tax-filing extensions affect ...
  7. Who is eligible for Canada Pension Plan benefits?

    Learn more about the Canada Pension Plan, who contributes to the plan and who can receive standard, disability, early retirement ...
  8. How can I change the information on my Social Security card?

    Discover the process of filing for a name change on your social security card, the documentation required for the request ...
  9. What are the main reasons not to get a Registered Retirement Savings Plan (RRSP)?

    Find out some of the reasons why you might want to reconsider opening up a Registered Retirement Savings Plan and instead ...
  10. How can you borrow from a Roth IRA?

    Learn how to borrow money from your Roth IRA by rolling it over into another IRA account or taking an early withdraw to get ...
  11. Is an ESOP a qualified retirement plan?

    Acting as a qualified stock bonus plan as well as a form of a retirement plan, an ESOP has been a qualified retirement plan ...
  12. What are the differences between a Simple IRA and a Traditional IRA?

    SIMPLE and traditional IRAs are retirement savings vehicles that differ in their early distribution penalties and in who ...
  13. Is a Registered Retirement Savings Plan (RRSP) taxable in the U.S.?

    Learn how the IRS treats Canadian Registered Retirement Savings Plans that are held by U.S. citizens or residents, and discover ...
  14. Who manages the assets in a Roth 401(k) account?

    Learn how to personally manage the assets in your Roth 401(k) plan and determine the best options available to help meet ...
  15. How can you get your Canada Pension Plan (CPP) payments early?

    Learn about how Canadian taxpayers can receive benefits from their Canada Pension Plan before reaching normal retirement ...
  16. What are the deadlines for contributing to my Roth IRA?

    Annual contributions to a Roth IRA can be made from January 1 of the current year to April 15 of the following year, providing ...
  17. Top Financial Frights: Emergencies & Retirement

    Americans take a certain pleasure in horror at Halloween. Yet there is a realm in which they don't seek horror: their finances. ...
  18. Want to Travel the World in Retirement? Here's How

    Dreaming of a retirement spent traveling the world? Here's how to start turning that dream into reality.
  19. Retirement Investment Strategies by Age

    Saving and investing for retirement ideally should begin the moment you start working — if not before — and continue well ...
  20. Will my Benefits be Reduced if I go Back to Work?

    So you're thinking of going back to work after you've already started to collect your social security benefit, and you still ...
  21. Steps To Retiring With A Reverse Mortgage

    Follow this simple six-step guide to investigating a reverse mortgage. And be sure to compare it to other ways home equity ...
  22. 10 Money-Making Jobs For Retirees

    Reaching retirement age doesn't mean you actually have to stop working. A retirement job can provide activity, mental stimulation ...
  23. When Your Job Offers An Awful Retirement Plan

    So you've decided to start saving for retirement. Good news: it's never too late. Bad news: Your employer offers a paltry ...
  24. Top 5 Strategies To Pay For Elder Care

    The cost of a nursing home, assisted living facility or home care can be ruinous. Try these routes to help seniors qualify ...
  25. 5 Top Alternatives To A Reverse Mortgage

    If you have substantial home equity and don't want to do a reverse mortgage to tap it for retirement expenses, cost out these ...
  26. Overcome Your 6 Biggest Digital Banking Fears

    Cybersecurity -- or a lack thereof -- has consistently made headlines this year.
  27. Reverse Mortgage Or Home-Equity Loan?

    If you have equity in your home and need more cash in retirement, a reverse mortgage – or home-equity loan or line of credit ...
  28. 10 Common Retirement Planning Mistakes To Avoid

    If you’re like most people, your retirement account took a big hit over the last couple of years. Now, it’s time to begin ...
  29. Power Of Attorney Form

    Be sure that any
  30. Power Of Attorney: Do You Need One?

    Having a power of attorney ensures that you select who will act for you when you are unable to handle your affairs. Without ...
  31. Is Retirement Good For You Or Bad For You?

    A neighbor wakes up before 6 a.m. each morning, gets dressed, skulks outside and some days begins looking for parked vehicles ...
  32. Retire Abroad: Cosmopolitan Cities

    The top 10 best choices worldwide if you want to retire abroad to enjoy a big-city lifestyle, but still have a lower cost ...
  33. When Should my Spouse and I Take our Benefits?

    When's the best time for my spouse and I to take our earnings before age 70, while still maximizing our money?
  34. 7 Steps To Evaluate A Financial Advisor

    Looking to hire a financial advisor but unsure what you want or need? Follow these seven steps.
  35. What are the contribution limits of a 401(k) vs. a Roth 401(k)?

    Learn to choose correctly between a 401(k) and a Roth 401(k) retirement plan to maximize the amount of money available to ...
  36. What are the 403(b) contribution limits?

    Determine whether 403(b) contributions meet federal guidelines. Contribution limits to this retirement plan are determined ...
  37. What are the 2014 401(k) contribution limits?

    Learn how limitations for 401(k) plans can change; find out what the contribution limits, annual limits and compensation ...
  38. How can I start or set up a Roth 401(k)?

    Find out more about what options you have to set up a Roth 401(k).
  39. What are the benefits of an independent/individual 401(k)?

    Understand the benefits of the individual 401(k) retirement savings plan and how it differs from traditional IRA based retirement ...
  40. What are the advantages and disadvantages of getting a 403(b) vs. a Roth IRA?

    Learn how a 403(b) plan and a Roth IRA affect your future. Both investment vehicles have advantages and disadvantages for ...
  41. Can I roll over a 403b plan?

    Learn whether distributions from a 403(b) plan can be rolled over, where they can be rolled over to and what the income tax ...
  42. What are the main differences between a Roth 401(k) and a 401(k)?

    Learn more about financial planning, investment options and decision making between traditional 401(k) and Roth 401(k) accounts, ...
  43. How do you withdraw money from your 401(k)?

    Deciding to take a withdraw from your 401k is not a decision that should be made lightly. However, for those who needs funds, ...
  44. What are qualified retirement plan types?

    Understand the different types of qualified retirement plans and what they mean in terms of employee and employer contribution ...
  45. What are the Roth 401(k) withdrawal rules?

    Understand the requirements for tax-free withdrawal from a Roth 401(k) account, how early withdrawals are taxed and options ...
  46. How do I set up a 408(k) plan in my business?

    Understand the necessary steps for setting up a 408(k) retirement plan, and get an overview of the SEP and SIMPLE plan options ...
  47. Is a 408 (k) the same as a Simplified Employee Pension (SEP)?

    Find out the differences and the similarities between a 408(k) retirement plan and a simplified employee pension (SEP), and ...
  48. Where is the Bureau of Labor Statistics located?

    Visit offices and libraries staffed by economists with the Bureau of Labor Statistics to obtain help reading data during ...
  49. What is the difference between a 408 (k) plan and a 401 (k) plan?

    Learn key differences between 401(k) and 408(k) plans. Employers provide different options to help employees save for retirement, ...
  50. Is it possible to obtain a loan from a qualified retirement plan?

    Read how loans are available for qualified retirement plans; most loans allow for $50,000 or 50% of the current vested value, ...
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.
Trading Center
×

You are using adblocking software

Want access to all of Investopedia? Add us to your “whitelist”
so you'll never miss a feature!