Retirement

  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. The Hidden Fees in 401(k)s

    Learn about the conspicuously disclosed fees that lurk within your 401(k) investments.
  8. 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 ...
  9. 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 ...
  10. Tax Planning: Why You Shouldn't Retire Without It

    Advisors say that maximizing retirement savings through tax planning should be a top priority for clients. Here's some more ...
  11. Top Financial Planning Challenges of Gen X

    Gen Xers have a unique set of financial planning challenges. Here's what they are and how to tackle them.
  12. Is Verizon Stock Suitable for Your IRA or Roth IRA? (VZ)

    Learn about Verizon's balance sheet strength and future growth strategy. Discover why the stock makes an ideal core holding ...
  13. These are John Hancock’s Top Funds for Retirement

    John Hancock's fund lineup is vast, so here's a quick primer on what could be its best funds for your retirement portfolio. ...
  14. Estate Taxes: Who's on the Hook?

    Inheritance taxes can be tricky. Most people have to deal with them at a very inconvenient time. It's better to learn the ...
  15. Top 5 Retirement Mistakes and How to Avoid Them

    Retirement planning becomes extra important in the final stretch, with many common mistakes becoming very costly. Here are ...
  16. How Much Money Do You Need to Retire in Greece?

    If you've decided that retiring in Greece appeals to you, here are three scenarios for different budgets: modest, average ...
  17. Should Retirees Pay Off Their Mortgage?

    Paying off a mortgage doesn’t make sense for retirees under some circumstances.
  18. Top 5 Things To Do When You Retire

    After punching a time clock for decades, the prospect of retirement’s unlimited free time might seem a little bit intimidating.
  19. Top 10 Mistakes to Avoid On Your 401(k)

    Today’s workers are most likely to depend on a 401(k) plan to fund their retirement. To help your 401(k) grow, avoid these ...
  20. When Am I Eligible For Medicare?

    You’re eligible for Medicare when you reach age 65 or meet other requirements.
  21. When Not To Open A Roth IRA

    If you’re in your peak earning years now, you’re better off postponing the tax hit until you retire by investing in a traditional ...
  22. Where Should I Retire?

    Money will probably play a big role in determining where you live in retirement. But other factors merit consideration, as ...
  23. Who Gets Your Retirement Accounts?

    It’s important to review your financial beneficiary designations every year or two, or whenever you experience a major life ...
  24. How to Manage Retirement Account Withdrawals

    Drawing down your retirement accounts is a complex task that requires expertise.
  25. How IRA Dividends Are Taxed

    Money in an IRA isn’t taxed until retirement, but its funds receive different tax treatment once money is withdrawn.
  26. Going Back to Vietnam to Retire: A How-to Guide

    Family ties to this Southeast Asian country may drive a desire to spend your retirement there. If so, here are several factors ...
  27. Do Wealthy Parents Raise Wealthy Kids?

    Researchers are finding that it’s a lot easier to crack the top tier of income earners if your parents made it there before ...
  28. The Key Differences Between ETFs And Mutual Funds

    Given the distinctions between the two kinds of funds, which one is better for you? It depends, so read on.
  29. Going Back to the Dominican Republic to Retire

    Aiming to return to your roots by taking up residence in the Dominican Republic? Some basic things you should know about ...
  30. How Secure Is Social Security?  

    Social Security is nowhere near bankruptcy. Even if there is no fix in the next 20 years, reduced benefits could be paid ...
  31. Retirement Planning For The Self-Employed

    Recent studies show that most self-employed Americans are saving little, if anything, for retirement. But making an investment ...
  32. 7 of the Worst Retirement Planning Blunders

    Many financial blunders can break someone during their golden years. Here are seven of the worst decisions a retiree can ...
  33. The 401(k) Gender Gap

    In a recent study, banking-giant Wells Fargo uncovered a 4% gap between men and women in 401(k) plan participation.
  34. 7 Signs You’re Spending Too Little In Retirement

    Underspending in retirement isn’t necessarily a problem, but it can lead to some avoidable hardships.
  35. What Is a Good 401(k) Match?

    The most common employer match is 50 cents on the dollar of up to 6% of your salary. In most cases you should contribute ...
  36. Returning to the Philippines to Retire

    Aiming to return to your roots by taking up residence in the Philippines? Some basic things you should know about settling ...
  37. Going Back to China to Retire: A How-to Guide

    If your family comes from China, it may seem natural to think of retiring there, but it could be difficult to do so unless ...
  38. Why Working to 70 and Older Makes Financial Sense

    Retiring early is the goal for many, but waiting until 70 has its benefits. Not only will your finances get a boost but so ...
  39. Funding Your IRA vs. Your Roth IRA, Which First?

    The answer depends on where you are in your career and personal life each year. Here are some scenarios and rules to think ...
  40. IRA Taxes: How to Make Sure You Pay Less

    Once you retire, taxation on an IRA can become your biggest enemy. Here are a few steps that can help ease the tax burden.
  41. Keough vs. SEP: Small Business Retirement Plans

    Running your own company can lead to great personal satisfaction, but it can make planning for retirement a huge headache. ...
  42. Top Reasons Not to Roll Over Your 401(k) to an IRA

    Five cases in which keeping your plan in place – or employing another non-IRA strategy – is the better move.
  43. Do You Qualify for Social Security Disability?

    When it comes to qualifying for Social Security Disability Insurance, you either do or you don’t. Here's how to find out ...
  44. Here's How To Care For Your Pet (Financially) After You're Dead

    Find out how to protect and provide for your pet after you pass away.
  45. 5 Ways To Double Your Investment

    From risky manoeuvres to slow-and-steady strategies, we look at five methods to double your money.
  46. Returning to Colombia to Retire

    When retiring abroad in a country where you have a family connection, top considerations include healthcare, double taxation, ...
  47. Top 5 Retirement Cities in Greece: Which for You?

    Greece has blue skies, beaches, nightlife, hiking trails, olive groves and ancient history. Choose the place that matches ...
  48. Going Back to India to Retire: A How-to Guide

    If your family hails from this land of vibrant culture and ancient traditions, retiring in India may be an ideal choice, ...
  49. Buying Annuities in a Low Interest Rate World

    Learn if buying an annuity makes sense in a low interest rate environment. Also discover the different types of annuities ...
  50. 4 Ways to Reduce Retirement Plan Fees

    Learn about why fee minimization is important for retirement investors and discover how to avoid some of the most common ...
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