Retirement Planning

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  1. Congress May Take Away Your 401(k) Tax Deduction

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  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. Financial Planning for Gen X and Millennials

    Gen X and Gen Y to need to get their finances in order, so here are some tips to get started.
  4. How a Revocable Living Trust Makes Your Executor’s Job Easier

    Establish a revocable living trust to give you peace of mind and avoid probate. The executor of your will’s job will be easier, ...
  5. 401(k) Alternatives for High-Income Earners

    One downside to earning more is a higher tax rate on your 401(k) distributions. Here's how high-earners can minimize that ...
  6. A Defined Benefit Plan for Small Business Owners

    Wish you had a pension to help see you through your retirement? Today, small business owners may be able to create their ...
  7. How Retirees Should Think About Retirement Income

    It’s the savings you have accumulated for retirement that make the difference between just getting by and being able to enjoying ...
  8. The Top Secrets to Building Wealth

    Making savings automatic and regular is instrumental when it comes to building wealth. Mindful spending is also helpful if ...
  9. How Your Employer Is Destroying Your Retirement

    What's in a typical workplace 401(k) plan? Often, not a whole lot of good. Here's why.
  10. 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 ...
  11. Protect Your Future Wealth From This Big Mistake

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
  12. Top 10 Cities for Early Retirees

    If you are looking to take an early retirement, find a place where it's easiest to significantly reduce your cost of living. ...
  13. 15 Simple Tips to Save Money

    Stick to your budget every day with these 15 simple tips.
  14. How to Create a Budget (Even if You Hate Budgets)

    The closer retirement looms, the more important it is to create a budget.
  15. 4 Risks of Giving Your House to Your Child

    Your instincts may be generous, but handing over the house may not be the best financial plan for you – or your child.
  16. Bloated Budget? How to Trim the Fat

    Blood, sweat and tears should belong in the gym, but your money deserves some training time too.
  17. 3 Ways to Improve Financial Literacy

    If financial advice isn't personalized, situational and actionable, most Americans won't remember it.
  18. 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 ...
  19. Saving for Retirement: The Quest for Success

    We'll show you how to set yourself up to retire in style.
  20. 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 ...
  21. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. Here's why updating it is so important.
  22. Estate Planning Tips for Multinational Families

    Estate planning is even more essential and complex for multinational families.
  23. 3 Big Financial Mistakes to Avoid in Your 30s

    Want to have continued control of your finances as you get older? Start by making sure to avoid these three financial mistakes ...
  24. A Pre-Retirement Checkup

    Are you on track to post-work bliss? We'll tell you how to find out.
  25. Decanting: Not Just for That Bottle of Cabernet

    Decanting an irrevocable trust is a useful tool to undo some of the missteps of the past.
  26. Are You Ready for the Retirement Challenge?

    In order to truly take advantage of retirement, take these six things into consideration during the retirement planning process.
  27. Youth and Roth IRA Equals a Solid Retirement Plan

    Educating yourself on retirement savings opportunities at the start of your career can have a huge impact on your personal ...
  28. 10 Things to Do Before Retirement

    Preparing for retirement isn't all about finances. Some steps to get you there will be more subjective, and more fun.
  29. What to Do to Prepare for Retirement

    Here is a retirement checklist that offers many things to think about, from ten years before retirement to just after yours ...
  30. 5 Financial Strategies to Last a Lifetime

    To stay consistent with your financial goals, here are five financial strategies to help you grow your balance sheet and ...
  31. A Cautionary Tale About Retirement Calculators

    How comfortable would you be if you knew that the online retirement calculator you used failed its own test?
  32. How to Budget and Spend to Maximize Your Happiness

    Spending money on others and buying experiences are just two of the five key principles that lie in money correlating to ...
  33. The Risky Money Step Millennial Parents Are Taking

    Millennial parents, are you saving for your kids’ college over your own retirement? Don’t do it, and here’s why and how not ...
  34. 4 Steps to Successful Retirement Savings

    These four steps can get you on the right path to meet your retirement goals.
  35. How to Grow Your Retirement Plan to $1 Million

    So you want a million dollar nest egg? These tips will help get get started.
  36. Transfer Retirement Savings When You Change Jobs

    Half of Americans lose their nest eggs when they switch careers. Learn why you should avoid this trap.
  37. Exceptions to the 60-Day Retirement Account Rollover Rule

    A non-qualified distribution might still be tax and/or penalty free under certain conditions.
  38. 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 ...
  39. What to Know About Non-Qualified Deferred Compensation Plans

    There are pros and cons to employer non-qualified deferred compensation plans.
  40. Countries with the Highest Income Taxes

    Before you move to one of these countries with the highest income taxes, think through the overall tax situation - and what ...
  41. Do This in Your 50s to Keep Working in Your 60s

    The career moves you make in your 50s can help you continue working through your 60s.
  42. 3 Tasks to Cement Your Financial Literacy

    People have strong feelings when it comes to money. Here are three ways to arm yourself with financial literacy and break ...
  43. Don't Cash out Your 401(k) to Pay off Your Mortgage

    Cashing out your 401(k) to pay off your fixed-rate mortgage doesn't make financial sense.
  44. Divorced After 50? Here's How to Prepare for Retirement

    Divorcing after the age of 50 comes with its own unique financial challenges.
  45. Retirement Savings: Tax-Deferred or Tax-Exempt?

    There are advantages and disadvantages to both types of retirement accounts. Find out which is right for you.
  46. Pros and Cons of Creating a Backdoor Roth IRA

    HNW individuals can make contributions to Roth and traditional IRAs. But are there consequences?
  47. Retirement Planning for Women: Overcoming the Gender Pay Gap

    Women have a gender pay gap because they spend less time in the workforce and earn less than men. Here are 5 steps for sufficient ...
  48. Inheritance Planning: How to Avoid Family Problems

    If you are the executor of your family's estate, use these steps to avoid tension and disputes.
  49. 5 Ways to Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.
  50. Three Documents You Shouldn't Do Without

    Estate planning is not just about the division of assets after you die. Read on to save your loved ones extra grief.
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