Retirement

  1. How an IRA Works After Retirement

    You've read a lot about saving for your future retirement with IRAs. But what happens to the account when the future is here, ...
  2. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan properly, can gift their money and save ...
  3. Incentive Trusts: How to Avoid the Pitfalls

    Incentive trusts can motivate beneficiaries to accomplish constructive goals, but they can also end up creating dilemmas. ...
  4. Social Security's Insolvency and Your Retirement

    The Social Security system could run out of money by 2031. Here's a look at some proposed solutions to the problem and what ...
  5. Birth of a New, Liquid Retirement Savings Account

    The new retirement spending account is a hybrid vehicle that combines features of annuities and mutual funds to give a lasting ...
  6. Top Ways to Help Engaged Clients Blend Estates

    These are the top ways advisors can help clients who are engaged understand the financial impact of marriage and how it will ...
  7. Looking to Add Oil Into Your IRA or Roth IRA? Here's How

    Learn the different ways investors can gain exposure to the price of oil and oil companies in their IRAs. See how individual ...
  8. Working While Collecting Social Security

    Social Security is a retirement benefit, so there are consequences for collecting your funds before you turn your full retirement ...
  9. Setting Retirement Goals: What’s Your Number?

    Even the best retirement savers struggle to determine the final amount they should aim for. Here are some tips for determining ...
  10. How to Get Clients to Save More for Retirement

    Americans aren’t saving enough for retirement. Here are some tips for financial advisors who must convince them to change ...
  11. The Impact of 401(k) Outflows on Advisors (TROW, FNGN)

    The trend in the growth of assets in 401(k) plans has shifted as Baby Boomers retire, creating opportunities for financial ...
  12. How to Avoid Costly Social Security Mistakes

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  13. 4 Reasons to Collect Social Security Payments Now

    The longer you wait to collect Social Security, the more you get. But for people who are in failing health or need income, ...
  14. How Social Security Works After Retirement

    Millions of Baby Boomers are looking forward to collecting benefits, but several factors can affect how much they get and ...
  15. How a Roth IRA Works After Retirement

    What retirees need to know about taxes, distributions and passing on your unspent savings to the next generation.
  16. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  17. 3 Little-Known Ways to Reduce Your Income Tax

    Looking to pay less income tax? Here are three lesser known ways to do so.
  18. Helping the Elderly with Finances: When to Step In

    Knowing when to take over the financial affairs of elderly parents can be difficult. Here are six signs to look out for. ...
  19. Real Estate Trust or LLC? Helping Landlords Choose

    Once you’ve bought property, are you protected legally against the liabilities that come with renting it out? Here's how ...
  20. How Much Will You Owe on Your Inheritance?

    Estate planning can be unpleasant, but in order to get the full benefit of what you've inherited, it’s important to be prepared ...
  21. Look Beyond the Resorts for Retirement in Jamaica

    Look beyond Montego Bay and other resort areas to unearth Jamaica's best spots to call home during retirement.
  22. Where else can I save for retirement after I max out my Roth IRA?

    Max out your Roth IRA first, then look to other retirement vehicles such as 401(k) plans and annuities to sock away as much ...
  23. Ready to Retire? Here's How to Sell and Close Your Small Business

    Learn the essential steps to prepare to sell your business with the best possible outcome, a secure retirement for you and ...
  24. Charles Schwab’s Best Funds for Retirement Savings

    Here's a list of Schwab’s funds for retirement, intended to make planning, diversification and saving for later in life just ...
  25. State Taxes Retirees Should Know About

    State taxes plays a critical role in the quality of life of retirees. Here's what to consider.
  26. Is Starbucks Stock Suitable for Your IRA or Roth IRA? (SBUX)

    Find out if Starbucks stock is a suitable investment for an IRA and whether it matches the characteristics ideal for a traditional ...
  27. Is a Vanguard SEP IRA Account Right for You?

    Learn about the SEP IRA offered by Vanguard and why it is one of the best SEP products available, including why it's a good ...
  28. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  29. What to Do If Your Retirement Account Takes a Hit

    A shrinking retirement account is scary at any age. Here's what to do if your retirement account takes a sudden hit.
  30. Can You Retire In Greece With $200,000 of Savings?

    If you love Greece, its economic problems don't necessarily rule it out as a retirement destination. Here's what to research ...
  31. Top 4 Retirement Cities in Portugal

    With its low cost of living and diverse towns and cities, Portugal has a lot to offer retirees. Here's how to find the right ...
  32. 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 ...
  33. How Advisors Can Build a HNW Estate Planning Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  34. Pension Advances: What You Should Be Wary Of

    The terms some pension advance firms require can be costly. Here's how to be sure your clients aren't making bad decisions.
  35. How Do Workers' Compensation Benefits Work?

    What you need to know about Workers' Compensation benefits.
  36. IRAs: Top Things You Need to Know About Them

    By understanding the major rules for both traditional and Roth IRAs, you'll be prepared to enjoy the benefits of these investment ...
  37. The New Tax-Free Savings Accounts For the Disabled

    Due to the Achieving a Better Life Experience (ABLE) Act, many people with disabilities will have an easier time financing ...
  38. Company Stock in 401(k)s: The Risks and Rewards

    Holding company stock in a 401(k) has its risks. Here's how advisors can help clients avoid them.
  39. 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.
  40. Your Visa Options for Retiring in Thailand

    Here are steps for getting a retirement visa in Thailand – plus other possible visas including a marriage visa and a one-year ...
  41. How to Financially Prepare Your Kid for the World

    Preparing your kids for financial success is important. Here is a quick guide to setting them up to be smart about money.
  42. Is Wal-Mart Stock Suitable for Your IRA or Roth IRA? (WMT)

    Find out if shares of Wal-Mart are suitable for an IRA, and whether Wal-Mart shares are more appropriate for a traditional ...
  43. Is Advanced Micro Devices Stock Suitable for Your IRA or Roth IRA? (AMD)

    Find out if AMD stock is suitable for an IRA. Learn about the company's fundamentals and outlook. Is AMD better for a traditional ...
  44. Don't Miss These Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  45. This Is Why HSAs Appeal to High-Income Earners

    Health Savings Accounts are a good deal. But they're a better deal for some than for others. We parse how the plans work ...
  46. Certified Financial Planner: A Retirement ‘Must?’

    You've seen those letters "CFP" after a financial advisor's name. What do they mean? And do they make a difference in the ...
  47. How Having a Job Affects Social Security Benefits

    Social Security benefits mean a lot to retirees' finances. Having a job, even part-time, can complicate matters if certain ...
  48. The Hidden Fees in 401(k)s

    Learn about the conspicuously disclosed fees that lurk within your 401(k) investments.
  49. Retirement Tips for Government Workers

    Discover retirement tips for government workers such as what types of funds to choose, different types of plans, and at what ...
  50. When Spouses Die, Who Gets Their Retirement Funds?

    You don't automatically get your spouse's IRA, 401(k) and other accounts when he or she dies. Here's how to plan so the right ...
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    YouTube's Partner Program helps users earn money through their channels. Find out how.
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  5. Is Cyber Monday The New Black Friday?

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