Retirement

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  1. How Advisors Can Help Couples Agree on Finances

    Financial advisors often end up being mediators when it comes to working with couples. Here are some ways to get them on ...
  2. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  3. Understanding Regulations on Qualified Longevity Annuity Contracts

    QLACs provide retirees a way to guarantee a lifetime income – as long as the regulations set out by the IRS are followed. ...
  4. Do You Qualify for a Reverse Mortgage?

    See whether you meet the age qualifications and other requirements for getting a reverse mortgage.
  5. Reverse Mortgages and Your Taxes

    It pays to know the tax benefits from getting a reverse mortgage. Two major considerations: Are the proceeds taxable and ...
  6. For what types of financial instruments would I want to calculate the present value ...

    Learn about the types of financial instruments the present value of an annuity calculation is most useful for, including ...
  7. What exact information is included in the interest rate when calculating the present ...

    Find out what the interest rate of an annuity means in the context of the present value calculation, including an explanation ...
  8. Surprising Ways a Trust Could Help Your Family

    Everything you always wanted to know about setting up trusts, in handy glossary form.
  9. 3 Savvy Strategies for Rolling Over Your 401(k)

    How to make the most on your 401(k) rollover – including considerable tax benefits (capital gains, not income tax) when company ...
  10. A Guide to Qualified Longevity Annuity Contracts

    QLACs are one way to make sure you don't outlive your retirement savings. Here's how they work.
  11. How to Find the Right Retirement Community

    You're going to be spending a lot of time there, so invest time and thought into which retirement community you pick – before ...
  12. How exactly does one go about revoking a revocable trust?

    Learn more about revocable trusts, including the necessary legal procedure that a grantor must go through to revoke a revocable ...
  13. 401(k) vs. Picking Stocks: What's Best?

    The pros and cons of two different ways to invest your retirement savings
  14. Comparing Contributions: Roth 401(k) vs. Roth IRA

    Which one works better for you? Read on.
  15. 5 Benefits of Rolling Over a 401(k)

    Nearing retirement or changing jobs? Here's why you might want to move your 401(k) into an IRA (more investment options, ...
  16. How Much Does It Cost to Roll Over a 401(k)?

    Normally, there's no fee to roll over a 401(k) account. But ask your broker about the cost of opening a new account. That's ...
  17. Vanguard's Robo-Advisor: Tailored to Boomers

    Consumers likely will benefit from Vanguard’s entrance into the rapidly expanding robo-advisory market as competition intensifies. ...
  18. Best Ways to Roll Over Your 401(k)

    When you leave a job, you have some decisions to make about what to do with your 401(k). Here are some choices.
  19. Why Americans Need Social Security Schooling

    Americans lack basic knowledge of Social Security, which presents an opportunity for advisors.
  20. Betterment vs. Financial Advisor: Which is Best?

    Which is better: Betterment or a traditional financial advisor? The answer depends on you, your skills and expectations. ...
  21. Can You Afford to Retire in Singapore?

    It costs a lot. But many find the “Switzerland of Asia” well worth the expense.
  22. Find the Top Retirement Cities in Colorado

    Mountain scenery, sunshine and affordability – that's what the Centennial state has to offer, plus great work and education ...
  23. This is the Top Regret of Retirees

    A recent New York Life study has found that the top regret of retirees is not retiring sooner.
  24. What is the difference between the present value of an annuity and the future value ...

    Find out about the difference between the future value and present value of a fixed annuity, including how to use these calculations ...
  25. How do gains from my 401(k) figure into my taxable income?

    Understand what a 401(k) is and how it's used to help employees save for retirement. Learn how gains from a 401(k) figure ...
  26. Does my employer's matching contribution count towards the maximum I can contribute ...

    Maximize 401(k) contributions on your own without fear; employer contributions are separate and do not hinder you contributing ...
  27. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  28. 10 Questions to Ask Your Estate Planning Attorney

    If you want what's best for your spouse and/or children, it's imperative that you ask an estate planning attorney the following ...
  29. What is the difference between a revocable trust and an irrevocable trust?

    Find out more about irrevocable trusts, revocable trusts and the main differences between them.
  30. How to Retire in Monaco

    If you’re well off and you’ve always dreamed of living on the Riviera, glamorous Monaco might be your ideal retirement destination.
  31. How to Battle Inflation During Retirement

    If inflation is imminent, here's how to prepare.
  32. How much will an employer generally contribute to a 401(a) plan?

    Find out how much employers may contribute to an employee's 401(a) retirement plan and why this amount can vary so widely ...
  33. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  34. Can You Retire in Myanmar Yet?

    A stash of $200,000 could go a long way in Myanmar (Burma). But for now, it's a place for retirees to visit, not settle down.
  35. How to Establish a Blind Trust

    ...and the reasons why you might want to do so.
  36. Millennials: Retire With $1,000,000 --Here's How

    It is possible for Millennials to retire with $1,000,000, if they take the right steps and make the necessary sacrifices ...
  37. Estate Planning for a Surviving Spouse

    Estate planning for surviving spouses can be difficult for a number of reasons, so it's important to have good support and ...
  38. Gay Marriage Ruling: Its Impact on Estate Planning

    Same-sex couples now face the same legal and financial issues as heterosexual couples; some may need to adopt simpler, more ...
  39. Prospering In The Next Bear Market: Here's How

    Prepare to survive, and even prosper, in the impending bear market, by considering and putting into action the following ...
  40. Pension Annuity vs. Lump Sum: Which is Best?

    Which pension distribution option best serves your client, a pension annuity or a lump-sum payout?
  41. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  42. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  43. How can I increase my standard of living in my retirement years?

    Find out how to plan for retirement, target a standard of living and improve your financial situation once you've already ...
  44. When can benefits be received from a provident fund?

    Find out when participants in provident funds can begin receiving benefits, including how funds can be used to finance important ...
  45. Is Social Security Income a perpetuity?

    Find out why Social Security income is not classified as a perpetuity, including what constitutes a perpetuity and the basics ...
  46. What types of investments are allowed in a provident fund?

    Read about the types of investments allowed in various provident funds around the world, including the Indian, Malaysian ...
  47. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  48. How does a provident fund compare to U.S. Social Security?

    Find out how provident funds compare to the U.S. Social Security program, including examples of income limits and contribution ...
  49. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should communicate with clients to better ...
  50. How are benefits from a provident fund taxed?

    Find out how benefits are taxed under the various provident funds around the world, including the Indian Provident Fund and ...
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