Retirement

  1. Should I purchase a master limited partnership (MLP) in my retirement account?

    Learn why investors may have to pay taxes on dividends from master limited partnerships, or MLPs, held in individual retirement ...
  2. Are Taxes the Solution for Income Inequality?

    Income inequality continues to increase. Why? And are taxes the solution?
  3. This Gold ETF is Fine for Traders, Not Investors

    A look under the hood of the Direxion Daily Gold Miners Bull 3X ETF.
  4. What are the tax implications of owning a master limited partnership (MLP)?

    Learn about the tax benefits of owning units in a master limited partnership, and understand how distributions are treated ...
  5. Real Estate Advice for Recent Retirees

    What retirees need to consider when it come to making real estate decisions.
  6. Top 3 Retirement Cities In Arizona

    The desert lifestyle is only one of the attractions of these Arizona cities. The cost of living isn't so bad, either.
  7. How should I invest the money I keep on my IRA?

    For individuals who are just starting to save, certificates of deposit can be a good place to start, but the interest rates ...
  8. What documents I need to transfer an IRA/SEP/SIMPLE to a Traditional IRA?

    Most firms require that you complete their account transfer request form, which they use to request the transfer of assets ...
  9. Is there a limit on how much I can move from my IRA to my Roth IRA?

    There is no limit on the amount that can be converted from your Traditional IRA to your Roth IRA. As you may already know, ...
  10. IUL Insurance: An Alternative Retirement Plan?

    Indexed universal life insurance is the rise. But critics argue that wisely allocated IRA and 401(k) funds will normally ...
  11. Top Retirement Planning Tips for Singles

    Single clients often face an uphill battle when it comes to retirement planning. Here are some tips to get them on the right ...
  12. Find The Top Retirement Cities In Australia

    Australia has some of the world's most livable cities. Did we mention the beaches?
  13. Retire In Vietnam With $200,000 Of Savings?

    An excellent retirement "buy" because English is spoken widely, the cost of living is compellingly low, and Americans are ...
  14. What is a Fiduciary?

    A fiduciary is a person who acts on behalf of another person (or people) to manage assets.
  15. Some Tax Considerations For Your Retirement Income

    Even if you don’t plan to retire, it’s still a good idea to think ahead about where to live, your income and how it all interacts ...
  16. Top 7 Cities For Retiring In Thailand

    Beautiful Thailand has beaches, cities, affordable health care, plus cultural attractions and great cuisine, No wonder it's ...
  17. What does U.S. law say about contingent beneficiaries?

    Learn about regulations the United States has on the naming of contingent beneficiaries, the types of contingencies that ...
  18. 5 Vital Questions Advisors Should Ask New Clients

    By asking the right questions, listening and building trust, investors and their financial advisors can get the most out ...
  19. How much of the asset management industry has moved from traditional managers to ...

    Learn about the growth of the hedge fund and alternative asset management industry and the change in regulations, preferences ...
  20. Places where I can open an IRA Account?

    Open an IRA through brokerage firms, mutual funds, banks and other major financial institutions, or through large Internet ...
  21. Track Your Retirement Money With These Apps

    Try these four mobile and online apps to stay on top of your retirement income – in brokerage accounts, IRAs, 401(k)s, even ...
  22. How do I change my contingent beneficiary?

    Learn what life insurance companies and retirement plan accounts require from you to change your contingent beneficiary designations.
  23. Should GE Be Part of Your Portfolio?

    Here's what you need to consider if you are thinking of adding GE to your portfolio.
  24. Equity Vs. Salary: What You Need To Know

    Equity payments are common at startup companies. Equity offers potential for a big payout but is also much riskier than a ...
  25. Is a treasury bond a good investment for retirement?

    Understand why Treasury bonds (T-bonds) are a popular choice for investors near retirement and why they are not always suitable ...
  26. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  27. Advisors: Don't Overlook Not-Yet-Rich Millennials

    Financial advisors looking to grow their practices should focus on potential high-net-worth millennials.
  28. Top 10 Stocks for Retirement Portfolios

    Certain stocks are popular retirement portfolio options, but not all are as impressive as they used to be. Time to reevaluate? ...
  29. Top 5 Retirement Cities In California

    California will never make a list of cheapest places to retire, but opening your mind geographically can help make this beautiful ...
  30. Top 10 Mistakes To Avoid On Your IRA

    IRA rules are complicated. It's easy to make mistakes – and they can cost you big time.
  31. Retiring In The Philippines: Pros & Cons

    What are the pros and cons of retiring in the Philippines?
  32. How Much Money Do You Need To Retire In Thailand?

    With one of the world's lowest costs of living, Thailand is home to a growing number of expats, including many retirees.
  33. Top 5 Things To Do When You Retire

    Substitute "when you retire" for "when you grow up" and it's the same open ended question. Here are some universal ideas ...
  34. Beware Of Taking Out A Pension Advance Loan

    Avoid taking out an advance against your pension. Interest on these loans is high and you could end up taking a huge tax ...
  35. If both the primary and contingent beneficiaries are unavailable, what happens to ...

    Understand the difference between primary and contingent beneficiaries and what happens to assets when neither are present ...
  36. What is a drawdown arrangement?

    Find out what a drawdown arrangement is, how it differs from a normal annuity, and why they form an important part of retirement ...
  37. What kinds of assets can be included in a revocable trust?

    Understand what types of assets can be included in a revocable trust, and why some asset types are excluded from this estate ...
  38. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  39. What rate of return should I expect on my 401(k)?

    Learn what factors affect your 401(k) performance, and understand what a typical rate of return is for employer-sponsored ...
  40. Converting A Traditional IRA To A Roth

    When is it a good idea to convert traditional IRA funds into Roth IRA funds? And when does it not make sense?
  41. How do you set up a revocable trust?

    Learn how to create a revocable living trust (RLT) and how the advantages of this asset management tool can be utilized in ...
  42. Top 7 Roth IRA Stocks for 2015

    Looking for stocks with long-term potential for your Roth IRA? Here are the top seven picks for 2015.
  43. Is an annuity a perpetuity?

    Find out how an annuity can sometimes be a perpetuity, and understand how an annuity's payments can be set up to make it ...
  44. How can an entrepreneur save for retirement?

    Learn about the retirement savings plan options for entrepreneurs and small business owners, including administration and ...
  45. What would privatized Social Security mean for Americans?

    Take a deeper look at how a privatized Social Security system would work, including looking at a real example that's existed ...
  46. When Is It Better To Forgo A Roth Account?

    Depending on how much you're currently earning, a traditional IRA sometimes offers more tax relief than its Roth counterpart. ...
  47. Why Save For Retirement In Your 20s?

    You're probably paying off your student loans and retirement is 40 years away. Shouldn't you focus on eliminating debt and, ...
  48. Top Tips for Retiring in a Bear Market

    What you need to know if you have the unfortunate timing of retiring in a bear market.
  49. Retirement: The Journey Of 1000 Miles

    Substantial time should be set aside to fully outline one's vision for retirement and the specific steps that must be taken ...
  50. Top 10 Mistakes To Avoid On Your 401(k)

    Funding and managing your 401(k) is critical to a financially healthy retirement. Avoid these top 10 mistakes.
Save Money
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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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