Retirement

  1. How Is Your 401(k) Taxed When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type. You ...
  2. How Compounding Benefits Your Retirement Savings

    Allowing growth on your investments to compound over time gives you immense returns when saving for retirement.
  3. 7 Ways to Save for College Tuition and Expenses

    There are many options choose from when you're looking for the right educational savings plan for your child.
  4. ETFs: Coming Soon to 401(k) Plans

    The new fiduciary rule could drive more 401(k) plans to include ETFs, which are typically lower cost investments than mutual ...
  5. The Impact of Student Debt on Retirement Savings

    The burden of student loan debt can hinder the ability to save long term for retirement
  6. 5 Critical Steps to Take Before You Retire

    Exiting the workforce soon? You need to make sure your financial house is in order. These actions will help you on your way. ...
  1. 10 Best States for Affordable Senior Care

    Finding an inexpensive place to live in retirement can be difficult, but several states prove to be particularly friendly ...
  2. Retire in Puerto Rico with $200,000 of Savings

    The climate, beaches and cost of living are a draw, but its economic challenges need to be factored into your decision.
  3. Preparing for Succession: Retirement Advice for Advisors

    Financial Advisor Kathy Hauer gives her advice on how FAs can prepare for retirement.
  4. Maintaining Human Interaction in a Robo-Care World

    BlackRock’s Retirement Roundtable series covers a wide range of retirement-related topics, and at the London roundtable, ...
  5. Using Retirement Funds to Fund Startups

    Retired entrepreneurs who have "played it safe" – and retirees who want to stretch their dollars – are looking to invest ...
  6. Why Retirees Are Carrying More Debt Than Ever

    As people reach retirement they are carrying more debt than ever before. Why and what to watch for.
  1. How 401(k) Withdrawals Work When You're Unemployed

    Unemployed individuals can pursue several options when taking money out of their 401(k), but they should carefully weigh ...
  2. How to Fund Your HSA with IRA Dollars

    From a retirement planning perspective, a free lunch can refer to the relatively unknown one-time IRA to HSA transfer.
  3. Why Playing It Safe Could Hurt Your Retirement

    The stock market has its ups and downs. But when it comes to retirement planning, investing is a great strategy for building ...
  4. Should You Roll Over Your Old 401(k)?

    You have four options when it comes to handling your a 401(k) from a job that you preparing to leave. Learn what those options ...
  5. How to Protect Your Pension in Divorce

    If you are parting ways with your spouse, gaining an understanding of your pension benefits can help ensure your retirement ...
  6. What to Do Now That 401(k) Tax Advantages Are Under Attack

    The 2017 proposed budget was just the latest attack on 401(k) tax advantages for accounts with big balances. Here are smart ...
Hot Definitions
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    A measure of what it costs an investment company to operate a mutual fund. An expense ratio is determined through an annual ...
  2. Pro Forma

    A Latin term meaning "for the sake of form". In the investing world, it describes a method of calculating financial results ...
  3. Trumpcare

    The American Health Care Act, also known as Trumpcare and Ryancare, is the Republican proposal to replace Obamacare.
  4. Free Carrier - FCA

    A trade term requiring the seller to deliver goods to a named airport, terminal, or other place where the carrier operates. ...
  5. Portable Alpha

    A strategy in which portfolio managers separate alpha from beta by investing in securities that differ from the market index ...
  6. Run Rate

    1. How the financial performance of a company would look if you were to extrapolate current results out over a certain period ...
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