Retirement Investing & Saving

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  1. Why Future Retirees Will Need Over $1 Million to Retire

    The answer in one word: inflation.
  2. Seniors See the End of Social Security File and Suspend as a Benefit Cut

    Many seniors see the end of two Social Security claiming strategy loopholes as unnecessary benefit cuts.
  3. Can the New Reverse Mortgage Boost Retirement Income?

    A reverse mortgage is a financial tool that can increase the chances of a successful retirement, if used properly. Here's ...
  4. The Automatic Millionaire: PAGES

    Entrepreneur and top model Jessica Perez tells Investopedia why David Bach's "The Automatic Millionaire" is her favorite ...
  5. Many 401(k) Plans Are Outdated: GAO Report

    A recent GAO report indicates that many 401(k) plans are still clinging to archaic rules that hinder plan participants’ ability ...
  6. Why are IRA, Roth IRAs and 401(k) contributions limited?

    Find out why contributions to IRA, Roth IRA and 401(k) retirement savings plans are limited by the IRS, including what the ...
  7. PBGC to Start Reuniting Lost 401(k)s With Owners

    The Pension Benefit Guaranty Corporation will extend its program to recover lost pension plans to include defined contribution ...
  8. 10 Ways to Cut Spending Before Retirement

    If your retirement income is less than you planned for, here is a list of ways to plan a new budget.
  9. Tips for Baby Boomers Who Are Ready to Retire

    For those nearing their retirement date, here are a few things that should be organized in the years prior.
  10. 6 IRA Tax Changes That Could Impact You Soon

    Here are several potential measures that could come before Congress in 2017 that would negatively impact the tax benefits ...
  11. How to Evaluate Your Retirement Plan

    Here are four things to consider to make sure you are financially prepared for retirement.
  12. A Look at UBS's New SmartWealth Robo-Advisor

    Here's how UBS's robo-advisor, set to launch in the U.K. in 2017, will work.
  13. Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  14. Why Indexed Annuities are Booming as VAs Wither

    Market trends and regulatory factors have led to a substantial decline in the sale of variable annuities, while indexed annuities ...
  15. How Retirement Planning is Like Playing Football

    Your retirement game plan shares a few similarities to a football game. How are you scoring so far?
  16. Best Ways to Save For Retirement Without an IRA or 401(k)

    Learn the most common types of savings vehicles used to accumulate money for retirement outside employer-sponsored 401(k)s ...
  17. 5 Retirement Planning Pitfalls You Need to Avoid

    Retirement costs can be surprisingly high. Help minimize the shock of these future expenses by extensively planning and not ...
  18. Annuities: The Good, Bad and Ugly You Should Know

    Let's take an in-depth look at the different types of annuities and their pros and cons.
  19. How to Calculate Required Minimum Distributions

    Ever wondered how to calculate required minimum distributions from multiple accounts? Here's a quick primer.
  20. Are My Social Security disability benefits taxable?

    In some situations and in some states, your Social Security disability benefits are taxable.
  21. Pension Vesting: Everything You Need to Know

    Understanding pension vesting is tricky, but it’s crucial to making wise decisions about changing jobs and collecting the ...
  22. HSAs Could Get a Boost Under Trump

    Health Savings Accounts may become more attractive under a Trump administration. Here's how.
  23. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  24. Will State-based Auto IRAs Be Nixed by Trump?

    Will a new law that encourages states to develop IRA-based savings programs survive under the Trump administration?
  25. 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 ...
  26. How Compounding Benefits Your Retirement Savings

    Allowing growth on your investments to compound over time gives you immense returns when saving for retirement.
  27. 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.
  28. 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 ...
  29. The Impact of Student Debt on Retirement Savings

    The burden of student loan debt can hinder the ability to save long term for retirement
  30. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  31. 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. ...
  32. 4 Options for Your Old 401(k) When You Change Jobs

    These are the four options available for your old 401(k) when you leave a job.
  33. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  34. Your Checklist for Open Enrollment Season at Work

    Open enrollment season has arrived, and that means you need to choose your health insurance benefits for 2017. This checklist ...
  35. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  36. 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 ...
  37. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  38. IRS Cuts Some Savers a Break on IRA/401(k) Rollovers

    The Internal Revenue Service is providing some relief to certain taxpayers who may have missed the 60-day window allowed ...
  39. How to Make a Solid Annual Rebalancing Plan

    An annual portfolio rebalancing plan can preserve your original asset allocation and reduce risk while improving overall ...
  40. Is there any way to opt out of paying Social Security?

    Understand more about the purpose of the Social Security system and learn which groups of taxpayers are automatically exempt ...
  41. 403(b) Plans: The Flaws Teachers Should Know

    Here's a look at the many issues with teacher retirement plans, also known as 403(b) plans.
  42. Should You Have a Supplemental Retirement Plan

    A supplemental retirement plan can enhance your ability to set aside money for retirement when you've exhausted other savings ...
  43. L Share Annuity Class

    The L share annuity class is a common share class offered by a variable annuity that has a short surrender period but with ...
  44. Why You Need to Update Retirement Plan Beneficiaries

    The designation of beneficiaries in retirement accounts takes precedence over a will. Don't forget to keep them updated. ...
  45. 4 Mistakes Clients Make With Roth IRAs and Their Estate

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  46. No 401(k) Boost in 2017 – Again

    We didn’t get a raise in 401(k) contributions in 2015 or 2016. Now it’s happened again. Why?
  47. Court Order Acceptable For Processing (COAP)

    A court order that gives a former spouse of a federal employee all or a portion of the benefits of a government retirement ...
  48. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  49. Fidelity: 401(k) Balances Rise in Q3

    Balances of participants in 401(k) plans managed by Fidelity rose by 2% in the third quarter.
  50. Can I take my 401(k) to buy a house for my children?

    Find out how you can use your 401(k) savings to fund the purchase of a home for your children, including the basics of standard ...
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