Retirement

  1. How much money does New York make from unclaimed property each year?

    Learn about unclaimed property accounts and the different types of unclaimed property. Read about why property accounts are ...
  2. Is Social Security inflation-protected?

    Understand how U.S. Social Security benefits are indexed to changes in prices to adjust for changes in the cost of living ...
  3. Is Social Security considered to be welfare?

    Learn why Social Security is an entitlement, not welfare. Since 1940, Social Security has kept its promise to Americans who ...
  4. What To Do With Forgotten 401(k) Plans

    Job hopping is more acceptable, but as a result, workers are leaving 401(k) plans behind. In order to maximize savings that ...
  5. 5 Ways To Get Out Of Debt Without Sacrificing Your Retirement Savings

    Getting out of debt and saving for retirement doesn't have to be a choice. You can reduce your debt load without sacrificing ...
  6. How Much Money Do You Need to Retire in Iceland?

    Dreaming about retiring in this beautiful, mysterious country? Here’s how much your major expenditures – housing, healthcare ...
  7. How Much Money Do You Need to Retire in Ireland?

    After the Celtic Tiger's boom and bust, retiring in Ireland may be more affordable than you think. Here's an overview of ...
  8. Iceland's Top Retirement Destinations

    Remote landscapes and rugged beauty are a given. But the country also offers lively metropolises, brimming with cultural ...
  9. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  10. Top 5 Retirement Cities in Chile

    Chile has a great deal to offer retirees: urban and country living, a remarkable and varied environment and a high standard ...
  11. How Much Money Do You Need to Retire in Peru

    Peru has a low cost of living so you can live cheaply there – or enjoy a lavish lifestyle for far less than at home.
  12. Retire in Peru With $200,000 of Savings?

    Peru has a very low cost of living, affordable healthcare and an excellent climate.
  13. Retirement Plan Options for Small Businesses

    State-sponsored retirement plans, which small business employees can participate in, are becoming more popular. Here's why ...
  14. Are variable annuities protected from creditors?

    Learn how different states protect variable annuities from creditors in different ways, and identify the most common levels ...
  15. Are variable annuities tax deferred?

    Learn how variable annuities are tax-deferred, but also understand some of the less advantageous tax implications from purchasing ...
  16. Should Each Child Get the Same Inheritance?

    The answer depends on what you've given your kids in the past, what their needs are now – and, unfortunately, how contentious ...
  17. Downsizing Your Home: The Tax Implications

    If you have clients who own homes that have appreciated substantially in value since their purchase, they may have significant ...
  18. Are variable annuities FDIC insured?

    Understand how variable annuities are not insured by the FDIC but realize that most states have guarantee funds in place ...
  19. Does having a 529A account disqualify me from receiving other government benefits?

    Learn how, under the ABLE Act, 529A accounts are excluded from means testing for government assistance, except for the Supplemental ...
  20. This Part of Estate Planning is Often Neglected

    In forming an estate plan, don't neglect your digital assets and legacy held in online accounts.
  21. Retirement Savings: How Much is Enough?

    Sure, you can never save too much for retirement, but just how much is enough?
  22. 3 Reasons to Stay Away From TIPS

    Learn three reasons why you should avoid investing in Treasury inflation-protected securities (TIPS) and why bondholders ...
  23. The Cities Where the Ultra-Rich Retire in Texas

    Discover how warm climates and cultural diversity makes Texas a popular retirement destination, and the cities that wealthy ...
  24. Retirement Tips for Teachers

    Discover quick and easy retirement tips for teachers, such as diversifying your portfolio, having an age goal and knowing ...
  25. What fees are associated with target-date funds?

    Learn what fees are charged by target-date funds, and whether these funds are cheaper than managing a portfolio using individual ...
  26. Are target-date funds tax efficient?

    Learn about target-date funds and how they provide no tax efficiency, and how their investment income and capital gains are ...
  27. When to Use Target-Date Funds

    Learn about the different uses for target-date funds. Understand the risks and considerations for making an investment in ...
  28. Benefits of Deferred Compensation Plans

    Understand the difference between a qualifying or nonqualifying deferred compensation plan. Learn about the benefits of a ...
  29. How Betterment Eliminated Third-Party Admins to Cut Costs

    Once Betterment decided to offer 401(k) plans, the robo-advisor decided to use one of its strongest asset – algorithms – ...
  30. Can You Have an HSA If You Get Medicare?

    The answer is usually no, but there are exceptions. You just have to know the rules to avoid penalties.
  31. Retirement Planning for the Self-Employed

    How to select a qualified retirement plan if you are self-employed and have no employees.
  32. Are Oil Stocks Safe for Retirees? (CVX, SDRL)

    Learn how retirees might want to consider oil stocks for their portfolios because of strong dividends. Understand the risks ...
  33. 3 Luxury Retirement Communities in North Carolina

    Discover why North Carolina is growing in popularity among retirees, and learn more about some of the most luxurious retirement ...
  34. It’s Never Too Late to Contribute to Your 401(k)

    Find out why it is never the wrong time to start contributing to a 401(k), even in your late 30s, 40s or 50s; discover how ...
  35. The Purpose of a Social Security Statement

    Learn what information your Social Security benefit statement contains and how you can use the information to more intelligently ...
  36. 5 Reasons Your Retirement Depends on Your Kids

    The career and life choices your children make now can drastically affect your life down the road. Here's how, and what you ...
  37. 10 Providers With 401(k) Plans for Small Employers

    If you're a small business that has steered clear of a 401(k) plan for your employees, find out how these providers can make ...
  38. Can't Afford to Retire? Try Out the 'Unretirement'

    Many of us dream about retiring, but getting there seems to be harder to achieve financially these days. Here are some tips ...
  39. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate taxes. Learn about some of the worst states ...
  40. 401(k) vs. IRA: Which to Fund When

    Here are some points to remember as you're choosing where to put your retirement savings.
  41. Don't Use Your HSA for Current Medical Expenses

    HSAs let people with high-deductible health plans pay out-of-pocket medical costs with tax-free money. But not using those ...
  42. Do You Have Too Much Stock in Your 401(k)?

    Is there an ideal percentage of U.S. stocks for a 401k? Explore the implications of the volatile stock market on your retirement ...
  43. Betterment's SmartDeposit Feature Makes Investing Easier

    Betterment has a smart app: SmartDeposit. It makes investing easy because its algorithm does all the figuring, like how much ...
  44. How Gen X Should Plan for Retirement

    A new study shows that Gen Xers are very different from others when it comes to retirement planning. Here's some insight ...
  45. When are beneficiaries of a will notified?

    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  46. Do beneficiaries of a trust pay taxes?

    Learn how interest income from a trust is taxed, and understand when this money is taxable to the trust and when it is taxable ...
  47. Are variable annuities guaranteed?

    Learn why variable annuities do not come with guarantees, but understand how investors may protect their principal by purchasing ...
  48. What are custom target-date funds?

    Discover how custom target-date funds (CTDFs) give plan sponsors more decision-making power and why they use a more hands-on ...
  49. Are variable annuities safe?

    Discover how several layers of protection are instituted, and how regulatory laws by FINRA and the SEC are utilized to make ...
  50. 7 Certifications to Get After You Retire

    Your schedule opens up significantly in retirement. Pursuing any of these seven certifications will keep you busy as you ...
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