Retirement

  1. The Importance of Making an Annual Financial Plan

    Making an annual financial plan is a smart way to ensure staying on track with your retirement, savings and investing goals ...
  2. How to Use Tax Mapping to Cut Taxes in Retirement

    Use these tax-mapping moves as part of a long-term plan to reduce taxes in retirement.
  3. Managed Payout Funds vs. Annuities: How Do They Compare?

    Despite the advantages that they offer over annuities, managed payout funds have been slow to catch on with investors.
  4. News Bills Would Allow Annuities in 401(k) Plans

    A new bill aims to make it less difficult for employers to incorporate annuities into their retirement plans.
  5. How to Maintain Financial Independence in Retirement

    These five steps can help seniors protect their money and maintain their financial independence during retirement.
  6. IRS Provides Relief for Late IRA Rollovers

    The new self-certification process will make it much easier and cheaper to correct a late rollover of a qualified retirement ...
  1. When Should Retirees Downsize Homes?

    When should retirees downsize homes? The answer is based on your individual circumstances. Here are some things to consider.
  2. Best Freelancing Jobs for Retirees

    Retired from your job but still want to work? Here's how to turn your skills and know-how into a new freelancing career.
  3. Closing in on Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  4. How Retirees Should Think About Market Corrections (GOOG)

    Stock market corrections can be scary for retirees living off their investment income. Panic isn't an option. Retirees can ...
  5. 6 Cities in Puerto Rico for Retirement and Vacationing

    Learn about some of the most popular retirement destinations in Puerto Rico, and decide whether this U.S. territory is the ...
  6. Find the Top Retirement Cities in Vietnam

    Vietnam has a low cost of living, beautiful beaches and mountains – and is friendly to Westerners. A preview vacation may ...
  1. The Crippling Cost of Self-Insuring Long-Term Care

    Covering the cost of long-term care without insurance can deplete retirement savings quickly.
  2. Tax-Friendly Options for Long-Term Care Insurance

    Here are four tax-advantaged ways to help reduce the financial burden of long-term care insurance.
  3. ‘Retired’ Too Soon? How to Reenter the Workforce After 50

    Here's what you need to know to survive financially and reenter the workforce when you're over 50 and a layoff has forced ...
  4. How Clients Can Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  5. Top 4 Unexpected Expenses to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  6. Why People Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  1. When Should Retirees Downsize Homes?

    When should retirees downsize homes? The answer is based on your individual circumstances. Here are some things to consider.
  2. How to Maintain Financial Independence in Retirement

    These five steps can help seniors protect their money and maintain their financial independence during retirement.
  3. When Are Mortgage Lenders Better Than Banks?

    Individuals seeking a mortgage loan should consider factors or circumstances that may make a mortgage lender a better choice ...
  4. Blurred Lines: Whom Can You Trust for Financial Advice?

    The question of whether your financial advisor is truly a fiduciary isn't always clear. What to ask – and what to be careful ...
  5. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple ...
  6. Why Would Your 401(k) Be Unavailable After You Leave a Job?

    Wondering why your 401(k) plan is unavailable after your employment termination? Here are some scenarios to consider.
Hot Definitions
  1. Applicable Federal Rate - AFR

    Rates published monthly by the IRS for federal income tax purposes. These rates are used to calculate assigned interest charges. ...
  2. Foreign Exchange Reserves

    Foreign exchange reserves are reserve assets held by a central bank in foreign currencies, used to back liabilities on their ...
  3. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  4. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  5. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  6. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
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