Retirement

  1. 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 ...
  2. Retirement Tips for Teachers

    Discover quick and easy retirement tips for teachers, such as diversifying your portfolio, having an age goal and knowing ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. Benefits of Deferred Compensation Plans

    Understand the difference between a qualifying or nonqualifying deferred compensation plan. Learn about the benefits of a ...
  7. 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 – ...
  8. 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.
  9. Retirement Planning for the Self-Employed

    How to select a qualified retirement plan if you are self-employed and have no employees.
  10. 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 ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. 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 ...
  17. 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 ...
  18. 401(k) vs. IRA: Which to Fund When

    Here are some points to remember as you're choosing where to put your retirement savings.
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. Are variable annuities guaranteed?

    Learn why variable annuities do not come with guarantees, but understand how investors may protect their principal by purchasing ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. Retire in Ireland with $200,000 of Savings?

    Many retirees going to Ireland find that the slower pace translates into a higher quality of life that's also affordable. ...
  30. Find the 5 Top Places for Retiring in Ireland

    From historic, bustling Dublin to the seaside villages of the coasts, these appealing Irish towns deserve a spot on your ...
  31. Retire in Uruguay with $200,000 of Savings?

    While it's not the cheapest in Latin America, this coastal country can still be more affordable than the U.S.
  32. How to Shift From Saving to Spending in Retirement

    Most people prefer a known monthly payment to the complex decision of investing a lump sum to cover their financial needs ...
  33. Benefit From Senior Discounts

    Older people can save a surprising amount using senior discounts. With Social Security payments flat for next year, this ...
  34. Look Here If You're Buying a Second Home Abroad

    One way to focus your search? Consider what would be an ideal destination for a weekend getaway, an annual vacation or an ...
  35. What Does It Cost to Retire in Ecuador?

    Discover why Ecuador is one of the most senior-citizen-friendly countries in the world, where a retired couple can retire ...
  36. What Retirees Should Know Before Volunteering

    When volunteering involves expenses, did you know they may be tax-deductible? Here's the scoop.
  37. 7 Simple Steps to $1 Million

    Given enough time, you can build a sizeable amount of wealth. Here are some tips to help you get there.
  38. You Might Retire Late – But Be Ready by 62

    Be realistic about retirement age when you're doing financial planning. Here are some reasons many workers find themselves ...
  39. Why isn't the cost-of-living adjustment mandatory?

    Learn why increases in the cost-of-living adjustment, or COLA, for Social Security benefits don't occur each year automatically.
  40. The 5 Best Retirement Communities in Venice, Florida

    Discover why retirees are settling in the Venice/Port Charlotte area of Florida and the top five retirement communities located ...
  41. Are variable annuities a good retirement investment?

    Discover the basics of variable annuities, the positive and negative aspects associated with them, and who is best suited ...
  42. How to Strategize for Newly-Single Clients

    The loss of a spouse is a major life change. During this period, advisors have an opportunity to ensure a client's smooth ...
  43. How to Help Clients Plan for the End of Life

    Advisors who can show their clients the real costs of longevity and then provide practical solutions.
  44. The Cities Where the Ultra-Rich Retire in New York

    Discover why wealthy and active adults retire in New York, the cities they favor and key information about each city that ...
  45. This Is Why Your Employer Should Offer a 401(k)

    Understand the unique benefits that come with a small business offering a retirement savings plan such as a 401(k) to current ...
  46. Use These 5 Apps to Build Your Emergency Fund

    Everyone needs an emergency fund in case of a job loss, injury or other unexpected expense. These apps make it easy to accumulate ...
  47. Is Google Stock Suitable for Your IRA or Roth IRA?

    Discover if Google is an appropriate investment for an IRA and whether it is more appropriate for a traditional IRA or a ...
  48. Is Tesla Stock Suitable for Your IRA or Roth IRA? (TSLA)

    Find out Tesla's suitability for an IRA and whether it is a better investment for a traditional IRA or a Roth IRA; learn ...
  49. Prudential Financial's Profits Run on this Product

    Expansion into global markets while focussing on tried and true policies at home has helped Prudential Financial grow and ...
  50. Why Roth IRAs May Make Sense for the Wealthy

    A look at how Roth IRAs can reduce the tax bill for even the wealthiest taxpayers.
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