Retirement Investing & Saving

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  1. Start a Retirement Business with an ROBS 401(k)

    This little-known plan is a tax-free way to fund a retirement business, but it's not without risks and the legal work can ...
  2. Do You Have a Retirement Timeline?

    Being familiar with your retirement timeline will make the transition into retirement easier.
  3. Good Financial Plans Need Slush Funds

    A slush fund gives you the freedom to enjoy life and a little spending in the present.
  4. Retirement Planning for Clients Who Outlive Savings

    Half of Americans lack any retirement savings. Here's how advisors can turn that around.
  5. Why Some Retirees Should Consider Roth Conversions

    These are the scenarios under which a Roth conversion could make sense.
  6. What's the difference between a 401(k) and a Roth IRA?

    A 401(k) and a Roth IRA differ primarily on tax treatment, investment options, employer involvement, and limitations on contributions ...
  7. Catch-Up Contribution Options for Business Owners

    Business owners have several different options when it comes to catch-up contributions.
  8. Are Annuity Fees Worth the Peace of Mind They Buy?

    If paying more for peace of mind in retirement sounds good, an annuity may be right for you.
  9. Summer Job? Time to Consider Opening a Roth IRA

    Here's why a Roth IRA makes sense for young people wanting to invest some of their income.
  10. Which Retirement Income Tax Strategy Is Right for You?

    Here are four retirement income withdrawal strategies to consider before you retire.
  11. The 3 Things Every Future Retiree Needs to Do First

    This is what you need to see clearly before you actually retire.
  12. Reduce Taxes With the Right Retirement Accounts

    This article highlights a few of the tax issues related to retirement planning and investing.
  13. Top 5 Retirement Savings Habits to Start Now

    Use these 5 tips to start saving for retirement now and prepare for a better tomorrow.
  14. How to Reduce Risk With Tax Diversification

    Is your retirement income adequately diversified from a tax standpoint?
  15. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  16. 401(k) Auto-Enrollment: The Best Savings Plan

    Savers need all the help they can get, even if it amounts to an offer they can't refuse. That's why the biggest improvement ...
  17. IRAs Don’t Reach Those Who Need Them Most

    IRAs are struggling to capture the very people they were intended for: those with no retirement plan at work.
  18. Roth vs. Traditional IRA: Which Is Right For You?

    To answer this question, you need to consider several of the factors we outline here.
  19. The Retirement Mistake You Don’t Want to Make

    If you have a choice between a lump sum or an annuity payment at retirement, think carefully. The wrong choice could cost ...
  20. The Benefits of Starting an IRA for Your Child

    Many financial experts and educators believe that the earlier children begin learning about money, the better their chances ...
  21. 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 ...
  22. A Mother’s Day Gift for Baby Boomer Moms

    Mother’s Day is a good day to celebrate the moms in your life—and prepare for retirement.
  23. Money From Your 401(k): Hardship Withdrawal vs. Loan

    In some cases it can be the right financial move to borrow from your 401(k). How to decide.
  24. Congress May Take Away Your 401(k) Tax Deduction (or Not)

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  25. What Does Financial Freedom Look Like to You?

    Everyone has a different vision of financial freedom in retirement. What's yours?
  26. 5 Reasons Not to Borrow From Your Retirement Plan

    Your retirement plan should never be the first place to turn for a loan. Here's why.
  27. Don't Let These 10 Mistakes Ruin Your Retirement

    Make smart financial decisions and avoid these 10 retirement mistakes.
  28. 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.
  29. Your Options If You Don’t Qualify for a Roth IRA

    If you don’t qualify for a Roth IRA, there are other ways you can save for retirement.
  30. 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 ...
  31. How Congress Retirement Pay Compares to the Overall Average

    There are more retirement plan options for a member of United States Congress than for the average average citizen.
  32. Does an Annuity Make More Money Than Direct Investing?

    Whether an annuity or direct investing makes more financial sense depends on many factors.
  33. Save More for Your Retirement by Managing Risks

    To fund your lifestyle in retirement you need to balance your risk capacity and tolerance.
  34. What We Can Learn From Teachers About Retirement

    Why are teachers, who are notoriously underpaid, in a better retirement position than high earners?
  35. 4 Things You Should Know About 401(k) Plans

    Understanding the basics of and participating in a 401(k) plan will enhance your financial future.
  36. Could Your Portfolio Pass the Pre-Retirement Stress Test?

    Many Americans leave the workforce without knowing whether their assets are sufficient. Don't be one of them.
  37. Sometimes It Pays to Borrow from Your 401(k)

    401(k) loans have been demonized, but they're often the most beneficial source of cash.
  38. Closing Your Retirement Income Gap With a 403(b)

    Investing in a 403(b) plan can help close the gap between your retirement needs and actual income.
  39. 3 Tax-Free Income Options for Retirement

    Learn more about three investments options that will provide tax-free income during retirement.
  40. Increase Tax-Free Retirement Income With an HSA

    The tax-free income from health savings accounts (HSAs) can be beneficial in retirement.
  41. The Basics of a 401(k) Retirement Plan

    This plan has become one of the most popular retirement options. Here's why.
  42. When Paying Off Debt with Your 401(k) Makes Sense

    Experts warn against touching your retirement savings early, but there are situations where it is the best financial decision. ...
  43. Why Saving 10% Won't Get You Through Retirement

    Retirement experts often tout the 10% rule: To have a good retirement, you must save 10% of your income. The truth is, most ...
  44. 5 Ways to Start Planning for Retirement in Your 50s

    When you reach your 50s, retirement is no longer so far off. Make sure you're prepared.
  45. The Pros and Cons of Your Retirement Account Options

    The best way to save for retirement is to use one or more of the many retirement account options.
  46. The 401(k) Option You Don’t Know About

    A brokerage window is a relatively unknown option in retirement plans.
  47. How to Achieve a Financially Secure Retirement

    When it comes to investing for retirement, understanding what you can and cannot control is key.
  48. How Much Are Taxes on an IRA Withdrawal?

    How much taxes you'll pay on IRA withdrawals depends on a variety of factors. Use this guide to plan ahead.
  49. What's the Minimum I Need to Retire?

    Make sure your golden years are golden, not merely a struggle for existence.
  50. How Much Cash Should I Keep in the Bank?

    Which portion of your money belongs in a bank, not somewhere else?
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