Retirement

  1. Reverse Mortgage Pitfalls

    Before tapping your home equity, find out what can go wrong.
  2. Outliving Your Retirement Savings

    Find out how this worst-case scenario can happen, and what you can do if it happens to you.
  3. How To Parent Your Aging Parents

    For sandwich generation, planning ahead is key to good elder care.
  4. 5 Penalty-Free IRA Withdrawals

    Most Americans think that an IRA is locked up until they reach 59.5, and withdrawals before that date trigger taxes and a ...
  5. Selecting The Payout On Your Annuity

    Make sure you understand your options for withdrawing your funds from this complex instrument.
  6. 7 Expenses You Can Ditch In Retirement

    You get to save on some significant expenses when you retire, leaving more money to do the things you want.
  7. 6 Hidden Government Revenue Streams

    You may be well aware of the tax dollars the government withholds from your paycheck, but this isn't the only way your income ...
  8. 6 Ways To Leave Less For Uncle Sam

    Both the fabulously wealthy and the millionaire next door need to plan for the estate tax boomerang.
  9. 6 Dying Job Perks

    In the wake of the worst recession in a generation, many employee benefits have landed on cutting block.
  10. 8 Popular Post-Retirement Jobs

    Whether it's out of financial necessity or to combat boredom, an increasing number of seniors are taking on post-retirement ...
  11. The reason why ERISA qualified plans should have an investment policy statement is ...

    The reason why ERISA qualified plans should have an investment policy statement is to: a. list guidelines for choosing an ...
  12. 6 Things You're Doing To Delay Your Retirement

    These habits could have you working longer, retiring later and finding yourself flat broke in your golden years.
  13. Top 403(b) Questions Answered

    This plan doesn't get as much attention as its more popular cousin - the 401(k) - but it has a lot of benefits for eligible ...
  14. 5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement
  15. Top Ways To Invest Your Tax Refund

    Investing your tax refund will give you the best possible return.
  16. The Obama Tax Hikes - What To Do

    Buy munis, book losses, avoid marriage, consider a Roth conversion now and get your Lasik eye surgery next year.
  17. 5 Strategies For Lowering Next Year's Taxes

    If your tax bill is bigger than you'd hoped, there are few ways you can reduce it next year.
  18. 5 Top Tax Season Questions

    A tax pro answers questions she hears most often and quashes some myths.
  19. Top 9 Benefits Of A 403(b) Plan

    Find out how the 403(b) plan helps employees of nonprofit entities meet their retirement goals.
  20. Hatch A New Financial Plan

    With spring just around the corner, now is a great time for a financial makeover.
  21. A Guide To Investing In Consumer Staples

    These companies may not be flashy but they offer investors structure and diversification.
  22. Tap Retirement Funds To Buy A Home?

    It's not ideal, but there are times when it can make sense to use your IRA or 401(k) for a down payment.
  23. The Defined-Benefit Plan's Many Problems

    The shift in retirement plan schemes - from defined benefit plans to defined contribution plans - raises some important issues. ...
  24. 10 Ways The New Healthcare Bill May Affect You

    This bill is initiating big changes in the U.S. healthcare system. Find out how it will affect you.
  25. The 4-1-1 on 403(b) Plans

    These plans resemble 401(k) plans in many respects, but are specially designed for nonprofit entities.
  26. What's The Deal With An Opt-Out IRA?

    President Obama has proposed creating a new type of IRA designed to help Americans without access to a company retirement ...
  27. Are The Volunteer Corps Right For You?

    The Peace Corps and AmeriCorps offer low pay, but they offer higher benefits down the road.
  28. How do 401(k) loans work?

    When individuals are in a tight spot financially, they usually turn to 401(k) loans. The interest rate for the 401(k) loans ...
  29. Debunking The "Best" Retirement Destinations

    These popular destinations have some major drawbacks.
  30. 5 Reasons Not To Convert To A Roth IRA

    Will your tax rate be lower in retirement? Do you plan to spend all your savings? Think twice about a conversion.
  31. Social Security Depletion: Is The Fear Justified?

    There are a number of reasons why concerns over Social Security depletion have emerged, but there are ways you can prepare ...
  32. Earn Big Bucks With A Specialized Financial Career

    Choosing to specialize may be easier for you and more beneficial to your clients.
  33. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  34. For Young Investors, Too Many Choices, Too Few Dollars

    Your retirement may be decades away, but this is no time to procrastinate.
  35. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

    Generally, if you are under age 59.5 and you withdraw funds from your traditional IRA, you must pay an additional 10% tax ...
  36. Long-Term Care Insurance: You Have Options

    The latest offerings provide more coverage and the ability to pick and choose what types of coverage you'll need.
  37. Taxpayer Alert: 1099 Traps Multiply This Year

    Bank consolidations, stock options, and 1099-R changes could create problems. Here's how to stay out of the IRS' crosshairs.
  38. Cut Your Tax Bill With Permanent Life Insurance

    Learn how to lower your income tax and avoid estate tax - all while building wealth.
  39. 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 ...
  40. 6 Alternatives To Health Insurance

    Not having health insurance doesn't mean that you have no alternatives. Here's what you can do to reduce your healthcare ...
  41. Planning For The Estate Tax's Return

    The 2010 estate tax lapse could be costly to your family if it keeps you from planning.
  42. 5 Surprise Costs That May Affect Your Tax Bracket

    Surprise! You may owe more than you think.
  43. 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.
  44. You CAN Retire Now

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

    Staying employed a little longer may allow for a more comfortable retirement.
  46. 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.
  47. 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 ...
  48. Turn Small Savings Into A Big Nest Egg

    Small changes to spending and saving habits can reap major rewards - with limited sacrifice.
  49. 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 ...
  50. The Dog Ate My IRA Rollover

    If you miss the 60-day rollover deadline, will the IRS be sympathetic?
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    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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