Retirement

  1. How do you rollover/transfer a 401(k) to another 401(k)?

    Understand the process of transferring your old 401(k) account into your new employer-sponsored plan, and learn the benefits ...
  2. 2 No-Load Mutual Funds Suitable for Retirement (VIPSX; FTBFX;)

    Take a closer look at two no-load mutual funds that should be on the radar for retirees or potential retirees looking for ...
  3. Why You Shouldn't Bet on Defined Benefit Plans

    Defined benefit plans were once a easy, safe way for workers to save for retirement. Too bad their massive obligations have ...
  4. Top Tips for Minimizing Taxes on Severance Pay

    A look at the top ways to lessen the tax burden on severance pay.
  5. How to Decide When to Sell Mutual Fund Shares

    Whether actively-managed or index there is a need to monitor mutual fund holdings. Here's how advisors can help clients decide ...
  6. Top Financial Planning Issues for Older Parents

    Clients who have children later in life present an opportunity for advisors. Here are the key the financial planning issues ...
  7. What are the penalties of cashing out a 401(k) before retirement?

    Learn about the penalties for early 401(k) distributions, including how taxes and vesting schedules can reduce your net withdrawal.
  8. 3 Reasons Your 401(k) Is Not Enough for Retirement

    Learn the basic structure of a 401(k), and a number of reasons why it may not be substantial enough to secure an individual's ...
  9. 8 Justifications For Sky-high CEO Salaries (AAPL, GE)

    Why are CEO salaries so astronomically high? There may be more to the story than you think.
  10. These Are the Top Jobs for Retirees (SBUX)

    Learn some of the best jobs available for retirees who want to stay busy. These include retail, driving, call center work ...
  11. 3 ETFs to Protect Your Retirement From Inflation (WIP, TIP)

    Learn more about three of the best inflation-protected exchange traded funds for investors who are retired or who are approaching ...
  12. 5 Ways Millennials Are Investing for Retirement

    Here are some of the more popular strategies millennials are using to save for retirement.
  13. Top Financial Planning Strats for Unwed Couples

    Financial planning for unmarried or common law couples can be more complex. Here are some strategies advisors can implement ...
  14. Retirement Planning Do's and Don'ts for Advisors

    Helping clients prepare for retirement requires a mindshift from simply mananging their assets. This list of do's and don'ts ...
  15. The Top Insurance Needs of Retirees

    While health insurance is the primary insurance need for retirees, there are other types advisors need to consider for their ...
  16. How Does a Pension Plan Work?

    A pension plan is a savings plan maintained by an employer on behalf of its employees for their retirement.
  17. Explaining the 403(b) Plan

    A retirement plan for certain employees of public schools, tax-exempt organizations and certain ministers.
  18. How Advisors Can Help Clients Manage Old 401(k)s

    Helping clients manage their old 401(k)s is a huge retirement planning issue. It also presents opportunity for advisors. ...
  19. Why Retiring Sooner Might Be a Bad Idea

    Learn why even though most people dream of early retirement, it has plenty of downfalls that include less money, lower productivity ...
  20. It’s Never too Early to Think About Retirement

    See why it is never too early to think about retirement, to plan for a healthy financial future and how to start healthy ...
  21. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  22. Ask Your Advisor These 5 401(k) Rollover Questions

    Managing your 401(k) wisely is paramount to a secure retirement. Accordingly, here's a guide to key questions you need to ...
  23. Forget 401(k)s: Put Your Next Savings Dollar Here

    A 401(k) might be the post popular option for retirement savings, but there is another lesser-known option that may make ...
  24. Top 5 Software Programs Used by Financial Advisors

    Obtain information about the top five financial planning software programs that are most commonly used by professional financial ...
  25. 6 Reasons Not to Recharacterize Your Roth IRA

    If you're thinking of recharacterizing your Roth IRA into a traditional IRA account, here are six compelling reasons why ...
  26. Advising FAs: Explaining Estate Planning to a Client

    As the old saying goes, you can't take it with you. For this reason, it is important to have a current estate plan in place ...
  27. Why Cash is King When Markets are Volatile

    After the past several years, you might be addicted to equity. But when markets turn volatile, cash is the best option. Here's ...
  28. The Biggest Financial Mistakes Millennials Make

    Millennials are making financial mistakes that have the potential to cost them big over the course of their lives.
  29. Is Cohousing Right for You?

    Cohousing isn't for everyone. But if you're community-minded or committed to living green, it may be an ideal option for ...
  30. Retire in Costa Rica with $200,000 of Savings?

    It's quite doable in this Central American oasis.
  31. Is Your Financial Advisor Looking Out for You?

    Financial advisors sometimes aren't looking out for clients' best interests. Regulators are scrutinizing their practices; ...
  32. How Advisors Can Help Expectant Couples

    Bringing a child into the world makes parents more acutely aware of their finances. Here's how advisors can help expectant ...
  33. Interest Rates and Your 401(k): How They Tango

    Here's how a rise in interest rates will likely impact your 401(k).
  34. Got Dividends? Here's How to Reinvest Them

    Reinvesting dividends is almost always a good idea if you intend to hold your shares for the long term, and there are several ...
  35. How to Protect IRAs from Higher Interest Rates

    Rising interest rates don’t have to translate into investment losses in an IRA. Here's how you can protect your investments. ...
  36. Why Millennials Should Invest in a Roth IRA

    Saving for retirement is important, and it's important to start early. A Roth IRA is a great option for low-earners just ...
  37. Can You Retire in Colombia With $200,000?

    The cost of living, high-quality healthcare, climate and culture are drawing more and more U.S. retirees to this country. ...
  38. 6 Tips to Stop Worrying About Retirement

    Try some creative thinking and these smart moves to take the pressure off.
  39. How to Recharacterize to a Traditional IRA

    If the technicalities of recharacterizing a Roth IRA to a traditional IRA seem dauntingly complex, here are a few simple ...
  40. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  41. Can You Retire in Brazil with $200,000 of Savings?

    Brazil has a lot to offer the expat. The cost of living and healthcare are cheaper, and the pace is unhurried. But educate ...
  42. Can Young Workers Rely on Social Security?

    Young savers have time on their hands to take advantage of many investment strategies, and they should because Social Security ...
  43. Target-Date vs. Index Funds: Is One Better?

    Target-date and index funds are difficult to compare because they differ in both structure and objective, though investors ...
  44. Is a Google Robo-Advisor on the Horizon?

    It's possible that Google is looking to get into the robo-advisor business, either as a new venture or as a way to provide ...
  45. Top 3 Ways to Manage Lump-Sum Windfalls

    Have you just had a load of money drop into your lap? If so, several enviable options are available to you. Which one is ...
  46. How Advisors Can Tackle the Big Wealth Transfer

    The massive wealth transfer from Baby Boomers to their heirs presents opportunity and challenges for advisors. Here's how ...
  47. Making Your Home Retirement "Ready"

    Key steps to take so that your home is in good shape for you to live there as long as you want.
  48. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" portfolio can differ from one investor to another depending on many factors, but some themes hold true no matter ...
  49. How to Protect Your Retirement After a Divorce

    Divorce is never fun, but knowing the rules and anticipating the impact of retirement plan division and pension payouts can ...
  50. Retire In Ecuador with $200,000 Of Savings?

    Retiring in Ecuador means living a good life on a fixed income. Why not live where your Social Security dollars can provide ...
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