Retirement

  1. Retirement Planning Basics

    Realizing your post-work goals need not be daunting. We'll tell you everything you need to know to get – and stay – on track.
  2. How Does A Reverse Mortgage Work?

    The basics of getting a reverse mortgage, with detailed information on how to qualify and what to watch out for.
  3. Get Ready for Your Required Minimum Distributions

    When you reach age 70.5, you will need to begin taking RMDs from your tax-deferred accounts.
  4. Investment Strategies for Your Retirement Accounts

    A retirement portfolio should focus on absolute return strategies to minimize risk.
  5. How Defined-Benefit Pension Plans Can Be Saved

    Defined-benefit plans are disappearing as the primary retirement vehicle for many workers.
  6. Retirement Savings: 401(k) vs. Stocks

    The pros and cons of two different ways to invest your retirement savings.
  1. How to Have a Comfortable Retirement on Social Security Alone

    It won't be lavish, but with careful planning it's possible.
  2. Least Expensive States to Retire In

    When it's time to retire, it's worth exploring the least expensive states.
  3. 12 Million to Pay More Social Security Tax in 2017

    2017 may be a year of tax cuts, but there's at least one exception.
  4. 10 Best Countries to Retire to in 2017

    Mexico beats Panama and other news about the best retirement countries.
  5. Seniors: Before You Co-sign That Student Loan

    If that loan isn't paid back, you could be on the line for the whole amount, plus penalties.
  6. Retirement: U.S. vs. Abroad

    Which option would make more sense for you: retiring abroad or staying at home in the U.S.? A look at the advantages and ...
  1. 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 ...
  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. 7 Big Social Security and Medicare Myths

    Here are some common misconceptions that many clients of financial advisors have when it comes time to file for Social Security ...
  4. Long-Term Care Policies Are Falling Out Of Favor

    Americans are buying fewer long-term care insurance policies. In response to this trend, the LTC industry is offering new ...
  5. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  6. 10 Best Retirement Cities in the U.S.

    Discover 10 destinations across the United States whose mix of affordability, weather and amenities attracts significant ...
  1. The Most Expensive States to Retire In

    Six places that aren't great for your retirement years (financially speaking).
  2. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  3. Will Your College Education Fund Your Future?

    Millennials need to make sure their education will eventually pay itself off.
  4. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
  5. A Rough Guide to Your Future Retirement Needs

    Use this fairly simple calculation for a rough estimate of how much you need to save for retirement.
  6. 5 Ridiculously Simple Steps to Have More Money in 2017

    Do this to have more money by the end of 2017.
Hot Definitions
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