Retirement

  1. Which investment would be most suitable for a client investing for retirement and ...

    Which investment would be most suitable for a client investing for retirement and ...

    Which investment would be most suitable for a client investing for retirement and seeking protection from purchasing power ...
  2. Why You Should Draft A Will

    Why You Should Draft A Will

    Don't trust the courts to follow your wishes - plan the distribution of your own assets.
  3. What To Do When You Don't Have Enough To Retire

    What To Do When You Don't Have Enough To Retire

    Lifestyle changes and a bit more work can make all the difference.
  4. Top Pro Athlete Pension Plans

    Top Pro Athlete Pension Plans

    Not all pension plans in professional sports are created equal.
  5. 10 Last-Minute Retirement Tips

    10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. We provide a to-do list.
  6. Converting An IRA Annuity To A Roth: Know The Rules

    Converting An IRA Annuity To A Roth: Know The Rules

    We look at the past and current legislation that governs IRA annuity conversions.
  7. 5 Tricks For Stretching Your Social Security Benefits

    5 Tricks For Stretching Your Social Security Benefits

    Although Social Security is no cash cow, there are a few ways to boost your benefits. We show you how.
  8. Raising The Retirement Age: 5 Countries Testing The Waters

    Raising The Retirement Age: 5 Countries Testing The Waters

    Many countries are raising the retirement ages for their citizens. Find out what this means to you.
  9. Beach-onomics: Live By The Water

    Beach-onomics: Live By The Water

    Just like other markets, coastal prices fluctuate, and timing is everything. We'll take a look at some of the economics of ...
  10. Retirement Jobs You Can Do From The Beach

    Retirement Jobs You Can Do From The Beach

    If you're ready to hit the beach but you're not financially ready to retire, there is hope.
  11. Will Your Job Let You Retire A Millionaire?

    Will Your Job Let You Retire A Millionaire?

    These jobs will get you to the million mark by retirement if you save 10% of your salary each year.
  12. The Millionaire's Retirement Plan

    The Millionaire's Retirement Plan

    It's not impossible to retire with $1 million, but it does take timing, luck and commitment.
  13. 9 Factors That Affect When You Retire

    9 Factors That Affect When You Retire

    Are you headed to an early retirement, or will you be working into your golden years?
  14. Want To Leave Money To Your Family? Stretch Your IRA

    Want To Leave Money To Your Family? Stretch Your IRA

    Find out how your beneficiaries can enjoy tax-deferred growth for as long as possible.
  15. The Workaholic's Retirement Plan

    The Workaholic's Retirement Plan

    If you're still punching the clock after 30 years, what kind of retirement plan should you have?
  16. How To Pass On Digital Assets After You're Gone

    How To Pass On Digital Assets After You're Gone

    Planning for blogs, email and photos now will pay off for your heirs and estate.
  17. Encouraging Good Habits With An Incentive Trust

    Encouraging Good Habits With An Incentive Trust

    Money can be a powerful motivator - why not use it to teach your heirs positive lessons?
  18. Wall Street History: Social Security, Martha Stewart And Men In Dresses

    Wall Street History: Social Security, Martha Stewart And Men In Dresses

    This week in financial history saw the birth of social security, a bizarre rogue trader and more.
  19. Avoiding IRS Penalties On Your IRA Assets

    Avoiding IRS Penalties On Your IRA Assets

    The best way to avoid additional charges and taxes is to know which transactions have expensive consequences.
  20. Filling In The Medicare Gaps

    Filling In The Medicare Gaps

    Basic Medicare is not a perfect fit for everyone - sometimes, extra policies are required to suit a person's needs.
  21. Strategies For Withdrawing Retirement Income

    Strategies For Withdrawing Retirement Income

    You've accumulated the wealth you need to retire, but how will you distribute it? We'll lay out some options.
  22. Establishing A Revocable Living Trust

    Establishing A Revocable Living Trust

    This arrangement allows you to have more control over your estate - both before and after your death.
  23. Reverse Mortgage Pitfalls

    Reverse Mortgage Pitfalls

    Before tapping your home equity, find out what can go wrong.
  24. How To Parent Your Aging Parents

    How To Parent Your Aging Parents

    For sandwich generation, planning ahead is key to good elder care.
  25. Outliving Your Retirement Savings

    Outliving Your Retirement Savings

    Find out how this worst-case scenario can happen, and what you can do if it happens to you.
  26. 5 Penalty-Free IRA Withdrawals

    5 Penalty-Free IRA Withdrawals

    Most Americans think that an IRA is locked up until they reach 59.5, and withdrawals before that date trigger taxes and a ...
  27. Selecting The Payout On Your Annuity

    Selecting The Payout On Your Annuity

    Make sure you understand your options for withdrawing your funds from this complex instrument.
  28. 7 Expenses You Can Ditch In Retirement

    7 Expenses You Can Ditch In Retirement

    You get to save on some significant expenses when you retire, leaving more money to do the things you want.
  29. 6 Hidden Government Revenue Streams

    6 Hidden Government Revenue Streams

    You may be well aware of the tax dollars the government withholds from your paycheck, but this isn't the only way your income ...
  30. 6 Ways To Leave Less For Uncle Sam

    6 Ways To Leave Less For Uncle Sam

    Both the fabulously wealthy and the millionaire next door need to plan for the estate tax boomerang.
  31. 6 Dying Job Perks

    6 Dying Job Perks

    In the wake of the worst recession in a generation, many employee benefits have landed on cutting block.
  32. 8 Popular Post-Retirement Jobs

    8 Popular Post-Retirement Jobs

    Whether it's out of financial necessity or to combat boredom, an increasing number of seniors are taking on post-retirement ...
  33. The reason why ERISA qualified plans should have an investment policy statement is ...

    The reason why ERISA qualified plans should have an investment policy statement is ...

    The reason why ERISA qualified plans should have an investment policy statement is to: a. list guidelines for choosing an ...
  34. 6 Things You're Doing To Delay Your Retirement

    6 Things You're Doing To Delay Your Retirement

    These habits could have you working longer, retiring later and finding yourself flat broke in your golden years.
  35. Top 403(b) Questions Answered

    Top 403(b) Questions Answered

    This plan doesn't get as much attention as its more popular cousin - the 401(k) - but it has a lot of benefits for eligible ...
  36. Top Ways To Invest Your Tax Refund

    Top Ways To Invest Your Tax Refund

    Investing your tax refund will give you the best possible return.
  37. 5 Tax(ing) Retirement Mistakes

    5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement
  38. The Obama Tax Hikes - What To Do

    The Obama Tax Hikes - What To Do

    Buy munis, book losses, avoid marriage, consider a Roth conversion now and get your Lasik eye surgery next year.
  39. 5 Strategies For Lowering Next Year's Taxes

    5 Strategies For Lowering Next Year's Taxes

    If your tax bill is bigger than you'd hoped, there are few ways you can reduce it next year.
  40. 5 Top Tax Season Questions

    5 Top Tax Season Questions

    A tax pro answers questions she hears most often and quashes some myths.
  41. Top 9 Benefits Of A 403(b) Plan

    Top 9 Benefits Of A 403(b) Plan

    Find out how the 403(b) plan helps employees of nonprofit entities meet their retirement goals.
  42. Hatch A New Financial Plan

    Hatch A New Financial Plan

    With spring just around the corner, now is a great time for a financial makeover.
  43. A Guide To Investing In Consumer Staples

    A Guide To Investing In Consumer Staples

    These companies may not be flashy but they offer investors structure and diversification.
  44. Tap Retirement Funds To Buy A Home?

    Tap Retirement Funds To Buy A Home?

    It's not ideal, but there are times when it can make sense to use your IRA or 401(k) for a down payment.
  45. 10 Ways The New Healthcare Bill May Affect You

    10 Ways The New Healthcare Bill May Affect You

    This bill is initiating big changes in the U.S. healthcare system. Find out how it will affect you.
  46. The Defined-Benefit Plan's Many Problems

    The Defined-Benefit Plan's Many Problems

    The shift in retirement plan schemes - from defined benefit plans to defined contribution plans - raises some important issues. ...
  47. Why Young People Shouldn't Diss Social Security

    Why Young People Shouldn't Diss Social Security

    Funds aren't being exhausted as quickly as some think, and it's not just retirees who qualify for benefits.
  48. What's The Deal With An Opt-Out IRA?

    What's The Deal With An Opt-Out IRA?

    President Obama has proposed creating a new type of IRA designed to help Americans without access to a company retirement ...
  49. The 4-1-1 on 403(b) Plans

    The 4-1-1 on 403(b) Plans

    These plans resemble 401(k) plans in many respects, but are specially designed for nonprofit entities.
  50. How do 401(k) loans work?

    How do 401(k) loans work?

    When individuals are in a tight spot financially, they usually turn to 401(k) loans. The interest rate for the 401(k) loans ...
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