Retirement

  1. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

    While refusing a gift may seem a little absurd to many, there are several good reasons that an individual might want to do ...
  2. Planning For The Estate Tax's Return

    The 2010 estate tax lapse could be costly to your family if it keeps you from planning.
  3. 5 Surprise Costs That May Affect Your Tax Bracket

    Surprise! You may owe more than you think.
  4. Earn Tax-Free Income

    Tax rates are going up, so it pays to find sources of income that the tax collector can't touch. Here are 20 of them.
  5. You CAN Retire Now

    Even if your portfolio has taken a hit, these tips can get you back on track.
  6. Stretch Your Savings By Working Into Your 70s

    Staying employed a little longer may allow for a more comfortable retirement.
  7. 11 Tax Deductions You Can't Actually Write Off

    These are some of the most common tax write-offs that you can't really claim.
  8. The Spend-Every-Penny Retirement Plan

    If your goal is to enjoy every cent you've worked so hard to save, here are some tips on how to spend it all without running ...
  9. Turn Small Savings Into A Big Nest Egg

    Small changes to spending and saving habits can reap major rewards - with limited sacrifice.
  10. Live A Rich Retirement Or Leave A Legacy?

    Should you dine on caviar or put Tom Jr. through college? Here are some guidelines for making this tough decision.
  11. I have a profit-sharing plan with my former employer. I am now trying to buy a home. ...

    Profit-sharing plans are retirement plans with companies that give employees a percentage of the company's earnings. A profit-sharing ...
  12. Public Pensions, Managers Falsify Investment Returns

    Fraud gives inflated view of many assets performances.
  13. The Dog Ate My IRA Rollover

    If you miss the 60-day rollover deadline, will the IRS be sympathetic?
  14. When is it a good idea to use an irrevocable life insurance trust?

    The irrevocable life insurance trust or "ILIT" is a trust that cannot be rescinded, amended or modified in any way after ...
  15. International Aid To Haiti: The Large And Small

    We look at the aid that's been promised to Haiti and see which nations are most generous on a per-capita basis.
  16. The Best Way To Borrow

    There are many avenues from which to drum up funding. Find out the pros and cons of each.
  17. The Best 401(k) Moves Right Now

    Whether you've been out or in the market lately, the health of your 401(k) is vital.
  18. Why Now Is The Time For A Roth IRA

    Legislative changes in recent years make Roth IRAs worth a second look.
  19. How does an employer benefit from a 401(k) matching plan?

    A 401(k) is a type of qualified retirement plan created by employers, where an employee deposits money into a retirement ...
  20. Will A Systematic Withdrawal Plan Work For You?

    Check out the particulars of an SWP to see if it's the right choice for your retirement.
  21. $1 Million: Does It Still Mean You're Rich?

    Being a millionaire used to mean you were on top of the world, but now it means you're still climbing the ladder.
  22. Is Your 401(k) Being Mismanaged?

    401(k) plans managed by the wrong people can be hazardous to your future!
  23. Retire In 2010: What You Need To Know

    Retirement might sound like a great idea, but are you really ready to quit your day job this year?
  24. Retire From Work, But Not Personal Financial Planning

    Here are some personal finance tips for those who want to live well after work ends.
  25. Investors Misfire With Target-Date Funds

    Using all-in-one funds as one of many can lead to a skewed asset allocation.
  26. 3 Simple Steps To Building Wealth

    Getting richer is easier if you take it one step at a time.
  27. Retiring: Is $1 Million Enough?

    Find out why this magic number has lost some of its lustre as a retirement savings target.
  28. Why is accidental life insurance so inexpensive?

    Accidental life insurance is an inexpensive way of obtaining life insurance coverage for yourself or someone else in your ...
  29. 5 "New" Rules For Safe Investing

    Did the credit crisis leave a new landscape for investors? Maybe, but it's not as unfamiliar as you may have imagined.
  30. Is Social Security Set To Fail?

    No politicians want to touch this issue, but many Americans have serious reason for concern.
  31. New Tax Breaks You Need To Know

    The new Roth IRA rules present some interesting opportunities - for the right people.
  32. What is the "stretch IRA" concept?

    The "stretch IRA" is not a new IRA account on the market, or even a new investment concept, it is simply a wealth transfer ...
  33. Why Gold Matters

    Gold is a very useful investment during periods of instability and high inflation.
  34. Retirement Readiness Varies By Industry: Study

    Goldman employees lag; pilots' packages soar.
  35. The Roth Conversion Mulligan

    Recharacterizing your Roth back to a Traditional IRA is a great way to capitalize on a major market decline.
  36. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

    This has been the topic of an ongoing debate in the financial community between estate planning attorneys and financial advisors. ...
  37. Overcoming 5 Major Retirement Risks

    Retirement can be pricey but there are ways to boost your savings and minimize your costs.
  38. 4 Steps To Surviving A Job Loss

    Being laid off is an unpleasant experience that many Americans are experiencing through this recession. But there is hope. ...
  39. 7 Family-Friendly U.S. Cities

    These cities are, all things considered, some of the best places in the country to settle down.
  40. Three Documents You Shouldn't Do Without

    Estate planning is not just about the division of assets after you die. Read on to save your loved ones extra grief.
  41. Money Market Mayhem: The Reserve Fund Meltdown

    This event serves as a stark reminder to investors about understanding their portfolios.
  42. Working Longer: Will It Hurt Your Retirement?

    Many are choosing to work longer in order to rebuild their nest eggs, but despite the extra income, there are drawbacks. ...
  43. These Financial Products Are Too Complex For The Average Joe

    Structured financial products are so elaborate that investors are unable to assess costs and risk.
  44. Retirement Saving Through The Ages

    It's never too late to start saving for retirement, but there is a "better" time to get it rolling.
  45. How Unemployment Affects You (Even If You're Working)

    Rebounding from a stint of unemployment can be a frustrating thing to do. These tips should soften the blow.
  46. You're Retired. Should You Ditch Your Life Insurance Policy?

    If you're trying to determine whether you should throw out your life insurance policy along with your business suits, here ...
  47. An Estate Planning Must: Update Your Beneficiaries

    Life changes make it time to rewrite your plan's designations.
  48. Why It Pays To Be A Lazy Investor

    Be a couch potato! This passive, but diversified, investing strategy could be for you.
  49. 6 Reasons Why You NEED A Budget

    By now, you're probably sick of hearing the b word. Too bad. This is just of those financial lessons that cannot be preached ...
  50. Baby Buffett Portfolio: His 6 Best Long-Term Picks

    Find out which stocks one of the world's best investor is putting his faith in.
  51. 2009 Tax Credits: A Holiday Gift To Yourself

    Before you run out and buy gifts for others, make sure you give yourself a gift by wrapping up all the tax breaks you possibly ...
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    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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