Retirement Investing & Saving

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  1. Securing Your Future

    Your guide to financial planning for retirement.
  2. How to Unlock Your 401(k): In-Service Withdrawals

    In-service withdrawals can allow you to get your money out of an employer plan while still employed.
  3. Direct vs. Indirect IRA Rollovers: Which Is Best?

    Direct and indirect retirement account rollovers each have their pros and cons.
  4. Is Your 401(k) Plan Suffering From Hidden Fees?

    Plan sponsors are responsible for finding 401(k) fees that are in the participants' best interest.
  5. Managing Income During Retirement

    Learn some sensible strategies for making your hard-earned savings last for as long as you need them.
  6. When Net Unrealized Appreciation Is a Bad Idea

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

    Self-employed business owners can choose from any of these retirement plan options.
  8. 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 ...
  9. The Potential Benefits of a Roth IRA

    No one knows when taxes will increase. With a Roth IRA, future distributions are tax-free.
  10. 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 ...
  11. Is '100 Minus Your Age' Outdated?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 ...
  12. 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.
  13. 401(k) Fees: Are You Still Paying Too Much?

    Learn how your 401(k) fees compare to industry norms and whether you're paying too much.
  14. The Rich Man’s Roth

    Top earners can be excellent candidates for a backdoor Roth IRA strategy.
  15. Why an Annuity May Not Be Right for You

    An annuity, when compared to the many other options available, may not be the best choice.
  16. Top 6 Expenses That Are Cutting into Your Retirement Savings

    If you're like most Americans, you don't have enough put aside for retirement. Here are a half dozen ways to increase your ...
  17. Will Social Security Be There for Me?

    Will Social Security run out of funds before you retire? Let's separate fact from fiction.
  18. Top Retirement Savings Tips For 45- To 64-Year-Olds

    While it is never too soon to start saving for retirement for any age group, the period of 45 to 64 years is critical to ...
  19. Use These 5 Questions to Take Your Financial Pulse

    Time for a financial reality check? Answer these questions to see where your finances stand.
  20. Calculating the Present and Future Value of Annuities

    Here's everything you need to account for when calculating the present and future value of annuities.
  21. Should You Max Out Your 401(k) Contributions?

    Maxing out 401(k) contributions, in some cases, may not be a good idea.
  22. How Companies Use Initial Coin Offerings

    Using an ICO, a startup company recently raised $36 million… in 24 seconds.
  23. How to Use an Inheritance to Secure Your Retirement

    Developing a plan for incorporating inherited wealth into your retirement strategy can ensure that you make the most of your ...
  24. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  25. Plan Sponsors: Who Does What for Your 401(k)?

    There are many misconceptions about who does what for 401(k) plans.
  26. Estimated Taxes Tripping Up More Filers

    If your working as an independent contractor, making sure you cover your bill for estimated taxes is important for avoiding ...
  27. Penny-Pinching: Your Best Weapon vs. Retirement Uncertainty

    Enjoying a comfortable retirement, now or later, may depend more than you realize on getting your spending habits under control. ...
  28. Roth vs. Traditional IRA: Which Is Right For You?

    To answer this question, you need to consider several of the factors we outline here.
  29. 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. ...
  30. 5 Myths That Could Hurt Your Retirement

    If you're making financial and lifestyle choices based on these retirement myths, you could be missing out on benefits that ...
  31. 3 Reasons Your 401(k) Is Not Enough for Retirement

    Learn the basic structure of a 401(k), and a number of reasons why it may not be substantial enough to secure an individual's ...
  32. Should Your Required Minimum Distribution Be in Cash?

    What is the most tax-efficient way to take required minimum distributions from your retirement plan? Several financial advisors ...
  33. Do You Need Life Insurance During Retirement?

    For many, life insurance is no longer needed in retirement and the money could be used elsewhere.
  34. Should Parents Save Towards College or Retirement?

    Many parents are unsure about whether to save more for retirement or education for their kids. These general guidelines that ...
  35. Health Savings Account: Your Extra Retirement Funds

    Funding a health savings account for retirement can save thousands of dollars in taxes.
  36. Are Hidden Fees Eroding Your Participants’ Return?

    Plan sponsors need to know the fees associated with their plan to determine if they are reasonable.
  37. How to Evaluate Your Retirement Plan

    Here are four things to consider to make sure you are financially prepared for retirement.
  38. The Rules on RMDs for IRA Beneficiaries

    Don’t get hit with a 50% penalty because you don’t know the required minimum distribution (RMD) rules for IRA beneficiaries.
  39. How an IRA Can Help Pay for Long-Term Care

    There are ways to use an IRA to help pay for long-term care.
  40. Turn Retirement Cash Flow Into Your Own Paycheck

    Retirement planning won't get you very far without plans to manage your cash flow. So turn retirement income into monthly ...
  41. 5 Reasons to Retire in Canada

    From proximity to the U.S. to affordable healthcare, there are at least 5 great reasons to consider moving to Canada for ...
  42. How to Build Wealth: 10 Rules Backed by Science

    In a sea of bad information, here are 10 wealth-building tips based on facts about the stock market - and on the complex ...
  43. 9 Signs You're Saving Right For Retirement

    Do these characteristics sound like you? If so, you're on the right path to retirement!
  44. How Much Should You Contribute to Your 401(k)?

    There's a lot to consider when deciding how much to contribute to your 401(k) plan.
  45. How a Roth IRA Works After Retirement

    What retirees need to know about taxes, distributions and passing on your unspent savings to the next generation.
  46. Early Retirement: Strategies to Make Your Wealth Last

    You want more time to pursue your passions without being tied to a time clock. Great! But you need a plan for making your ...
  47. 4 Reasons You May Not Want to Delay Social Security Payments

    The longer you wait to collect Social Security, the more you get. But for people who are in failing health or need income, ...
  48. Converting Traditional IRA Savings to a Roth IRA

    When is it a good idea to convert traditional IRA funds into Roth IRA funds? And when does it not make sense?
  49. 5 Ways to Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.
  50. Top Risks to a Good Retirement Plan Part II

    In Part II of this series, other reasons retirement plans fail are discussed.
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