Retirement

  1. When Net Unrealized Appreciation Is a Bad Idea

    A net unrealized appreciation strategy doesn't always result in significant tax savings.
  2. Best Retirement Plan Options for the Self-Employed

    Self-employed business owners can choose from any of these retirement plan options.
  3. How Social Security Works After Retirement

    Millions of Baby Boomers are looking forward to collecting benefits, but several factors can affect how much they get and ...
  4. The Potential Benefits of a Roth IRA

    No one knows when taxes will increase. With a Roth IRA, future distributions are tax-free.
  5. Disaster Relief: Should You Borrow from Your 401(k)?

    Financial rebuilding after a natural disaster can be daunting. Here’s a list of things to consider before you tap into your ...
  6. Is '100 Minus Your Age' Outdated?

    A longstanding rule of thumb says that your stock allocation should equal "100 minus your age." Now, some experts suggest ...
  1. The Pros and Cons of Remarrying Later in Life

    Those looking to remarry later in life need to take steps to protect their assets.
  2. The Case for Collecting Social Security Early

    While it may seem counterintuitive, sometimes it makes sense to claim Social Security early.
  3. Disaster Relief: Should You Borrow from Your 401(k)?

    Financial rebuilding after a natural disaster can be daunting. Here’s a list of things to consider before you tap into your ...
  4. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  5. The Top 5 States for Retirees to Buy Cheap Property

    Buying vacant land for future gain is high-risk. Look for low prices in undeveloped areas likely to see a building boom in ...
  6. Retiring Soon? 10 Things to Consider First

    Consider these 10 questions and to-dos before you retire to make sure you are ready.
  1. Affluent Medicare Recipients: Beware 2018

    Next year, rates will go up even more. How to start preparing and why $1 of income could make a huge difference.
  2. Medigap Changes 2020: Seniors to Lose Plans C and F

    Attention, seniors: Beginning Jan. 1, 2020, you will no longer be able to sign up for the two most popular Medigap plans. ...
  3. Top 3 Health Insurance Options If You Retire Early

    Early retirees will need to maintain coverage until they become Medicare-eligible at age 65.
  4. Do You Need Life Insurance During Retirement?

    For many, life insurance is no longer needed in retirement and the money could be used elsewhere.
  5. Health Savings Account: Your Extra Retirement Funds

    Funding a health savings account for retirement can save thousands of dollars in taxes.
  6. Which Medicare Advantage Plan Is Best for You?

    It's important to know the differences between Medicare Advantage plans before selecting one.
  1. When are Beneficiaries of a Will Notified?

    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  2. The Pros and Cons of Remarrying Later in Life

    Those looking to remarry later in life need to take steps to protect their assets.
  3. When Net Unrealized Appreciation Is a Bad Idea

    A net unrealized appreciation strategy doesn't always result in significant tax savings.
  4. Disaster Relief: Should You Borrow from Your 401(k)?

    Financial rebuilding after a natural disaster can be daunting. Here’s a list of things to consider before you tap into your ...
  5. What To Do When You're Left Out Of A Will

    There are several legal steps you can take if you are left out of a will.
  6. Is '100 Minus Your Age' Outdated?

    A longstanding rule of thumb says that your stock allocation should equal "100 minus your age." Now, some experts suggest ...
Hot Definitions
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