Retirement

A non-qualified distribution might still be tax and/or penalty free under certain conditions.

Your retirement savings can have the best of the defined-benefit plan and the defined-contribution plan with this hybrid.

Here's a step-by-step guide for transferring one retirement plan into another.

Learn how to avoid the bad habits that keep the average young adult from saving.

You need to plan ahead to ensure a long and happy future away from the daily grind.

Find out how to determine whether you're on the path to a comfortable retirement, or financial ruin.

It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.

The effects of compounding make it cheaper over the long term to save for retirement.

Here are three simple questions you should consider when weighing this decision.

If you're working and taking RMDs, your taxable income may start to bulge. Find out how to keep it under control.

Find out how these second-generation ETFs are changing the marketplace.

Putting this document together will save your family time and money, and give you peace of mind.

Here's a look at the different services available, the numbers of people they serve and how much money is used to support them.

The process for filing a Canadian tax return is easy and streamlined. Here is the information you need to know before filing.

A family limited partnership (FLP) can go a long way toward securing your family's property.

There are many other options for elderly care other than nursing homes. Here are some of the options available and the costs associated with them.

Here's what the professionals think about these similar, but critically different, investment vehicles.

Money is tight when you're young, but don't let that stop you from pursuing future riches.

From a tentative spring to a comfortable winter, learn how to weather the phases of your investing journey.

The costs associated with a deed transfer will vary by state and by how the transfer is accomplished. Filing a deed yourself may be the cheapest method, but it will require quite a bit of homework to ensure you have filled out and correctly filed the appropriate paperwork.

Having knowledge of what a fiduciary is will not only impress your friends at a party, but it will also help you understand what you should expect from your broker.

Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.

By investing at a younger age, you can harness the power of compounding - not penny-pinching - for profit.

Government Pension Offsets (GPO) apply to government workers at any level who are not covered by Social Security. Any federal, state or local employee who works for a governmental institution in any capacity and is eligible to receive a separate retirement pension from his or her employer is subject ...

Retirement planning for those who work for more than one employer is essentially the same as for those who work for only one. You must still make the same asset allocation decisions and determine your risk tolerance and investment objectives. Of course, you must also compare the investment options and ...

It's crucial that you put your hard-earned cash to good use. Putting away $10,000 is comforting, but investing that money prudently is even better.

One way to enhance your retirement income is to invest in dividend paying stocks and mutual funds.

A higher income won't make you richer - unless you learn to live on less.

Getting old is about the only thing you don't need to work at when preparing for retirement. Have you covered these other important steps for ensuring your golden years are comfortable?

Find out what you can do to ensure a comfortable transition to your post-work years.

Boost your returns by learning the tax tricks and loopholes for your exchange-traded funds.

The IRS says that you can roll a 403(b) plan into a 401(k) plan if you now work for an employer that offers a 401(k) plan. You can also roll a 403(b) plan into a self-employed 401(k) plan if you are self-employed. However, if you work for an employer that does not offer a 401(k) plan, then you cannot ...

This is a surprisingly complicated question, as it touches on the differences between traditional and Roth IRAs, as well as what counts as a "qualified education expense." Because Roth IRA contributions are made with after-tax earnings, a person can withdraw his or her direct contributions whenever ...

You're nearing retirement age and you don't have the nest egg you need. Here's how an income property can help you make up the shortfall.

You can't control what the markets will do in the future, but you do have some control over how much you pay to invest.

Many retirees choose to travel to warm destiniations and far off locales to live out their golden years. Here are some reasons you might not want to do that.

With the euro underperforming, now is a great time to travel, buy a home or go to school in Europe.

If you need to take early distributions, find out which exemptions allow you to avoid expensive consequences.

There are several things to consider when it comes to this type of charitable giving. Make sure you're well informed.

Estate planning is important for women because they often live longer than men and tend to make less money on average.

Turning your hobby into some extra cash can be a great way to make your retirement more financially comfortable.

Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs for your IRA.

Find out how you can bypass or defer taxes on thousands of dollars each year.

You can retire, but you can never retire from income tax planning.

If you're looking for an affordable trip this year, these are your best bets.

Many people try to avoid this process altogether, making things difficult for heirs.

This document allows a testator, the person making the will, to leave a personal legacy.