Retirement

  1. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  2. Don't Wait Too Long to Tap Into Your Retirement

    Are you approaching your 70th birthday? If so, you'll want to tap into your retirement accounts — before the IRS assesses ...
  3. Choosing the Right IRA Account

    Selecting the right IRA account depends on a number of factors that need to be considered.
  4. How Speeding Can Destroy Your Retirement Dreams

    Trying to play catch up by investing aggressively in a 401(k) is likely to do more harm than good.
  5. Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  6. My wife and I both converted our Traditional IRAs to Roth IRAs over a decade ago and have invested the maximum allowed each year since. We're buying our first home soon. Do we both qualify for one-time, tax-free, $10,000 distributions?

    You and your spouse each qualify for a penalty-free distribution of up to $10,000 for the purchase, acquisition or construction ...
  1. How Speeding Can Destroy Your Retirement Dreams

    Trying to play catch up by investing aggressively in a 401(k) is likely to do more harm than good.
  2. Find the Best Senior Discounts

    First, Social Security rose a measly 0.3%. Now, the national parks lifetime pass is going up 8 times. Yet another reason ...
  3. Top Retirement Strategies for Government Employees

    Government employees don't receive Social Security and 401(k)s for their government work. Learn about other tools to plan ...
  4. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  5. 7 Retirement Activities That Are Affordable

    Learn about seven fun and stimulating retirement activities that cost little or no money but may even provide opportunities ...
  6. Put Dividends to Work in Your Portfolio

    Find out how a company can put its profits directly into your hands.
  1. How Secure Is Social Security?  

    The 2017 Social Security Trustees Report shows the program is nowhere near bankruptcy. Even with no fix, reduced benefits ...
  2. How does taxation on life insurance for a qualified retirement plan work?

    Purchase life insurance in your qualified retirement plan using pre-tax dollars. Be aware of other ways that life insurance ...
  3. Don't Let the State Make Your Healthcare Decisions

    Plan for your long-term care so you don't have to rely on the state to make your healthcare decisions.
  4. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)?

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  5. No Job? Not Eligible for Medicare? You Have Options

    If you lose your job but don't qualify for Medicare yet, you have options for healthcare coverage.
  6. Does Insurance Matter More When You’re Retired?

    Insurance could be more important during your retirement years than you think.
  1. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  2. Estate Planning: A To-Do List to Get You Started

    Regardless of the size of your estate, having an estate plan will help you and your family.
  3. Find the Best Senior Discounts

    First, Social Security rose a measly 0.3%. Now, the national parks lifetime pass is going up 8 times. Yet another reason ...
  4. Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  5. Put Dividends to Work in Your Portfolio

    Find out how a company can put its profits directly into your hands.
  6. Can I get both military and Social Security benefits?

    Learn how it's possible to receive both Social Security benefits and a military pension in retirement, and how retirement ...
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