Retirement Planning

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  1. The Interest Only Retirement: Can It Be Done?

    Spending investment interest in retirement can be a viable strategy, but it won't work for everyone.
  2. 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 ...
  3. How IRA Rollovers May Be Affected by DOL Fiduciary Rule

    The fiduciary rule will protect investors in some ways, but may end up hurting them in another way.
  4. Paying for Longevity With Reverse Mortgage Payments

    If you can afford to make smaller, periodic payments on your reverse mortgage, you should.
  5. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  6. Estate Planning: A To-Do List to Get You Started

    Regardless of the size of your estate, having an estate plan will help you and your family.
  7. Find the Best Senior Discounts

    First, Social Security rose a measly 0.3%. Now, the national parks lifetime pass is going up 8 times. Yet another reason ...
  8. Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  9. Put Dividends to Work in Your Portfolio

    Find out how a company can put its profits directly into your hands.
  10. Can I get both military and Social Security benefits?

    Learn how it's possible to receive both Social Security benefits and a military pension in retirement, and how retirement ...
  11. Avoid Money Worries With Proper Planning - Part 4

    The final stage of retirement planning involves meeting and maintaining your goals.
  12. 7 Retirement Planning Mistakes You Might Make

    Here’s a list of the top seven mistakes that hurt your chances of financial security in retirement.
  13. Are You Too Old to Benefit from Opening a Roth IRA?

    You may not be too old to open a Roth IRA. Roth IRAs can offer significant retirement income security and tax advantages, ...
  14. The Benefits of Using a Thrift Savings Plan (TSP)

    A thrift savings plan is a retirement savings plan that benefits federal employees.
  15. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution limits?

    IRS rules prevent you from maintaining joint Roth IRA accounts. However, you may accomplish your goal of contributing larger ...
  16. Know the Pros and Cons of Reverse Mortgages

    As with any financial product, there are costs and benefits to reverse mortgages.
  17. 401(k) Investing for Military Veterans

    Military personnel have access to a thrift savings plan, which is similar to a 401(k) plan.
  18. It’s Time to Embrace the DOL Fiduciary Rule

    The new fiduciary rule levels the playing field for investors.
  19. How to Boost Social Security Spousal Benefits

    There are a wide variety of complex spousal Social Strategy strategies. Here are the best ways to get the most out of them. ...
  20. Retirement Planning: Art as Much as Science

    Regardless of how close you are to retirement, your retirement plan should be flexible and personal.
  21. Should You Take a Loan From Your 401(k)?

    There are pros and mostly cons to taking a loan from your 401(k) plan.
  22. Can I Retire Early?

    There are several questions you need to ask yourself to determine if you can retire early.
  23. Retirement: Saving First Million Is the Hardest

    Once retirement savings reach $1 million, building wealth becomes much easier. Here's why.
  24. How to Make Living Frugally in Retirement Comfortable

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  25. 7 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
  26. The Importance of Creating a Will

    Creating a will is an essential part of financial planning.
  27. How Fiduciary Rule Is Restricting Financial Advice

    A case for why the new fiduciary rule will hurt advisors and their clients.
  28. Advisors Share Their Favorite Tech Tools

    Three financial advisors share their favorite software and platforms for managing clients' portfolios and other financial ...
  29. Common Questions Asked About Social Security

    Here are some answers to common questions asked about Social Security.
  30. The Impact of Aging on Financial Decision Making

    The aging process can result in decreased financial literacy, which is why being proactive is key.
  31. Uncertain Future for Government-Run Retirement Savings Plans

    As President Trump signed into law the repeal of rule allowing states and cities to run retirement plans for private sector ...
  32. Why Retiring on 70% of Your Income Might Be Tough

    Before you're sure that 70% will be enough to support you in retirement, figure out what your life costs now and how it might ...
  33. Advisors: How to Explain the Fiduciary Rule to Your Clients

    Here's how advisors can deliver the underlying message of the new fiduciary rule to clients.
  34. Including Rental Real Estate in Your Portfolio

    Why you should consider adding rental properties to your retirement investment portfolio.
  35. How do you calculate penalties on a 401(k) early withdrawal?

    How to calculate the penalties on early withdrawals from your 401(k), including the 10% tax penalty, vesting and income tax.
  36. IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)

    IRS Publication 590-A offers a detailed look at the contribution rules for Individual Retirement Arrangements.
  37. IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)

    IRS Publication-B outlines the rules for making distributions from a traditional or Roth IRA.
  38. 7 Ways to Grow Your Savings Account Balances

    Creating a savings plan is key to building a solid financial foundation. Here's how to do it.
  39. Retirement Planning: What’s Your Hurdle Rate?

    Avoid the biggest retirement mistakes by paying attention to your hurdle rate.
  40. How Women Can Help Fill the Retirement Savings Gap

    Women face a retirement savings gender gap issue. Here are four ways they can help close that gap.
  41. 6 Overlooked Ways to Increase Your Wealth

    It is possible to increase wealth over time by employing these lesser known strategies.
  42. The Tragedy of Katie Maguire and Her Estate - Part 1

    Part 1 of the tragic story of Katie Maguire, her family and her estate.
  43. Know the Rules for Roth 401(k) Rollovers

    Rolling a Roth 401(k) into a Roth IRA is usually the optimal thing to do.
  44. Protecting Parents from Financial Abuse

    Talking about finances with parents is hard, but it could help protect them from financial abuse.
  45. Why Tracking Personal Cash Flow Is Important

    It is important to track income and expenses to get a reliable base for financial planning.
  46. What to Do With Your 403(b) Funds if You Change Jobs

    If you have a 403(b) plan and change jobs, there are a few options for handling the funds in it.
  47. Power of Attorney

    A legal document giving one person the power to act for another person. The agent can have broad legal authority or limited ...
  48. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  49. 3 Options for Your 401(k) When You Leave a Job

    When leaving a job these are three options to consider when deciding what to do with your 401(k).
  50. Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.
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