Retirement

  1. How New IRA Rollover Rules Impact Your Clients

    The IRS has made it easier and less costly for clients who miss the 60-day IRA rollover window.
  2. Social Security Mistakes: How to Avoid Them

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  3. How an IRA Works After Retirement

    You've read a lot about saving for your future retirement with IRAs. But what happens to the account when the future is here, ...
  4. 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 ...
  5. 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.
  6. 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.
  1. SWOBX,SWDSX,SWBDX: Top 5 Schwab Funds for Retirement

    Find out which Schwab funds are best to create a diversified retirement income portfolio for current income, income growth ...
  2. Retirement Planning: 6 Reasons You Should Consider Medellin

    Colombia's second largest city, boasts a European charm, South American hospitality, world class healthcare and low global ...
  3. Laws That Help Low Income Retirement

    If you're retired – or about to be – and money is tight, look to these programs and other benefits for help should you need ...
  4. Top State Street Funds for Retirement Diversification (SSSYX)

    Discover analyses of the four best State Street Funds that could be allocated to provide diversification to a retirement ...
  5. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely go up. This is an overview of what to expect ...
  6. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  1. The 4 Best Books on Retirement to Read This Summer

    Take a break from your usual summer reading and use these books to start fantasizing about your future - the one involving ...
  2. Beyond Retirement: 5 Billionaires Who Are Still Working

    For these five billionaires, working is not about the money; continuously pursuing their passions is what matters most.
  3. Save $1,000 a Month with Your 401(k)

    Did you know that saving $1,000 per month in your 401(k) will actually cost you only $700? Here's how it works.
  4. Should You Store Estate-Planning Documents Digitally?

    Digital storage takes the hassle out of keeping track of estate-planning paperwork, but there are a few significant drawbacks. ...
  5. Should Retirees Buy or Lease Cars?

    To buy or lease – that is the question. For retirees, access to safer cars, comprehensive warranties and tax deductions may ...
  6. Boomers: Top 4 Safest Investments for Your Portfolio

    Once you get to retirement age, preserving your portfolio becomes a critical issue. The important thing is to balance growth ...
Hot Definitions
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    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  2. Tax Refund

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