Retirement

  1. Coaching Young Investors to Retire Comfortably

    Young savers, with time on their side, need help planning for retirement. Here is how advisors can help steer them toward ...
  2. Best Ways to Avoid RMD Tax Hits on IRAs

    If you want to avoid hefty tax penalties, read this cheat sheet on IRA required minimum distributions.
  3. Where are the Social Security administration headquarters?

    Learn about the Social Security Administration's headquarters, why it is not located in Washington, D.C. and how it has evolved ...
  4. What is the Social Security tax rate?

    Learn what the Social Security tax rate is, how it has evolved over the years, what is future may hold and a common complaint ...
  5. What is the Social Security administration responsible for?

    Learn about the Social Security Administration's main responsibilities along with its history, structure and social safety ...
  6. Is the Social Security administration part of the executive branch?

    Learn about various classifications of the Social Security Administration over the years and how it is an independent agency ...
  7. Understanding the Trends Driving India's Rise

    Numerous factors support India’s rise as a global superpower and will help the economy continue on a high and sustainable ...
  8. How to Buy Annuities When Interest Rates Are Low

    The current low interest rate environment complicates the decision to buy an annuity. Here's what financial advisors need ...
  9. Top Retirement Prep Questions to Ask Clients

    Is your client really ready for retirement? Here are some essential questions to ask.
  10. The Economics of Raising the Social Security Age

    Briefly examine the economics behind raising the retirement age for Social Security benefits and how it could impact the ...
  11. 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 ...
  12. What are Social Security spousal benefits?

    Find out how the spousal benefits offered through Social Security work; learn how to qualify and how your benefit amount ...
  13. What are the Social Security disability benefits for children with ADHD?

    Learn how parents of children with ADHD may receive Social Security disability benefits and the criteria the state uses to ...
  14. What are the best ways to use your 401(k) without a penalty?

    Learn how to avoid incurring additional tax penalties when using your 401(k) before retirement with hardship distributions ...
  15. How soon should I start saving for retirement?

    Learn about the basics of retirement planning and the reasons why it is so advantageous for individuals to start saving for ...
  16. Is my IRA/Roth IRA FDIC-Insured?

    Understand how the Federal Deposit Insurance Corporation protects certain accounts, and learn if traditional and Roth IRAs ...
  17. How is Social Security tax calculated?

    Find out how Social Security tax withholding is calculated, including the impact of the Medicare tax and the maximum taxable ...
  18. Is the Social Security administration a government corporation?

    Learn the difference between a government agency and a government corporation, and how the Social Security Administration ...
  19. Is my IRA protected in a bankruptcy?

    Learn what types of IRA accounts are protected from creditors in a bankruptcy and to what dollar value each type of IRA is ...
  20. Tips for Dealing with a Subpar 401(k)

    Here's how financial advisors can help clients enrolled in subpar 401(k) plans.
  21. How are Social Security benefits calculated for divorced spouse?

    Find out how the Social Security retirement benefit for divorced spouses is calculated, including the impact of age and outside ...
  22. How are spousal benefits calculated for Social Security?

    Learn how your maximum Social Security spousal benefit is calculated, including how to maximize benefits by having your spouse ...
  23. How does divorce affect Social Security benefits?

    Learn about the impact divorce has on your Social Security retirement benefits and the possibility of collecting spousal ...
  24. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways retirees can lessen the tax burden. ...
  25. Advisors: Tap Peers for 'Second Opinions'

    When it comes to knowledge, more is better. And everybody wins when advisors seek second or third opinions for their clients ...
  26. The Impact of the 401(k) Court Ruling on Advisors

    The Supreme Court's recent ruling on 401(k)s has many implications for financial advisors. Here's a look.
  27. Retirement Plan Options for Small-Business Owners

    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
  28. Save Your Retirement from Unscrupulous Advisors

    The best way to avoid IRA sabotage caused by high fees and advisors selling expensive investment products? School yourself. ...
  29. Can I take my 401(k) in a lump sum?

    Understand your options as it relates to taking a lump sum distribution from a 401(k) plan, and learn the benefits and disadvantages ...
  30. Can a variable annuity be rolled into an IRA?

    Learn how to roll over your variable annuity to an IRA when you retire or change jobs. Here's how to do it without triggering ...
  31. Can I put my IRA in a trust?

    Learn the proper way to transfer ownership of your IRA to a trust. Consider how naming the trust as a beneficiary affects ...
  32. Can I use my 401(k) to pay for my college loans?

    Find out how to use your 401(k) retirement savings to fund your college education, including the basics of hardship withdrawals ...
  33. Can a divorced woman collect Social Security from her ex-husband?

    Learn how to collect Social Security on your ex-husband’s record. If you were married for at least 10 years, you can collect ...
  34. Can I take my 401(k) to buy a house?

    Find out how you may be able to use your 401(k) retirement savings to finance the purchase of a house, including the basics ...
  35. Can my child have an IRA/Roth IRA?

    Explore the possibilities for establishing a traditional or Roth IRA for a minor child, and learn the necessary requirements, ...
  36. Can my company ever be entitled to take my 401(k)?

    Find out why your employer may be able to take part of your 401(k) if you leave your employment too soon, including how different ...
  37. How to Help Retirees Manage Taxes on Distributions

    There are many variables when it comes to helping retirees manage taxes on distributions. Here's what advisors need to consider. ...
  38. 10 Best Countries for New Retirees

    Natixis Global Asset Management recently released its 2015 Global Retirement Index, and you may or may not be surprised that ...
  39. Employers: Don't Forget IRS Form 941

    Your obligations as an employer include various employment taxes. Use this form to report them.
  40. Are Social Security benefits taxable after age 62?

    Learn under what circumstances Social Security benefits may be taxed for seniors age 62 and over, and find out which states ...
  41. Are Social Security benefits affected by marriage?

    Find out why marriage does not affect your Social Security retirement benefits and what factors influence your maximum benefit ...
  42. Are variable annuities subject to required minimum distribution (RMD)?

    Learn how required minimum distributions (RMDs) affect your variable annuity contract and how to choose benefits that play ...
  43. Are Social Security benefits adjusted for inflation?

    Learn how the Social Security Administration adjusts benefit amounts for inflation, and how 1970s inflation triggered this ...
  44. Are my Social Security disability benefits taxable?

    Understand in which situations your Social Security disability benefits are taxable, as well as which states impose state ...
  45. Can I use my 401(k) as a collateral for a loan?

    Understand more about how 401(k) accounts work, and learn whether it is possible to use a 401(k) account as collateral for ...
  46. Can I take my 401(k) to buy a house for my children?

    Find out how you can use your 401(k) savings to fund the purchase of a home for your children, including the basics of standard ...
  47. How can I take a loan from my 401(k)?

    Learn how you can take a loan from your 401(k) plan with your current employer, and understand the benefits and drawbacks ...
  48. 401(k) Rollover: Roth IRA or Traditional IRA?

    Here are the pros and cons of choosing to roll over your 401(k) into a Roth IRA and a traditional IRA.
  49. Roth IRA Contribution Rules: The Basics

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, deadlines to tax breaks.
  50. How IRS Form 5498 Helps You

    If you have an IRA, you'll be getting this form. Here's the useful information it contains.
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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