Articles tagged as


  1. These 10 States Have the Priciest Long Term Care

  2. How to Set Up a Trust Fund in Canada

  3. Don't Miss Out on a 401(k) Match

  4. Retirement Planning Using Long-Dated Options

  5. Top 10 States for Affordable Long-Term Care

  6. How to Piece Together a 401(k) Plan

  7. Should You Delay Your Retirement?

  8. What Will My Social Security Check Look Like?

  9. Retirement Planning: Don't Forget Social Security

  10. How to Use Annuities for Retirement Income

  11. 7 Ways to Reduce Healthcare Costs in Retirement

  12. How to Help Clients Overcome Retirement Shortfalls

  13. How Are Variable Annuities Taxed?

  14. Yes, You Can Buy a Home with a Reverse Mortgage

  15. How to Avoid Outliving Your Reverse Mortgage

  16. How to Choose a Reverse Mortgage Payment Plan

  17. Eyeing a 401(k) Loan? There Are Better Options

  18. How to Handle Client Beneficiary Designations

  19. Which 401(k) Plan is Right for You?

  20. Longevity Annuity Tax Rules: What You Need to Know

  21. How Divorce Affects Social Security Benefits

  22. Top Tips to Reduce Required Minimum Distributions

  23. Getting a College Student to Love ... Investing?

  24. 401(k) Loans: The Good, the Bad and the Ugly

  25. Tapping Your Retirement Accounts: How to Start

  26. Tip for Estate Planning on the Cheap

  27. Retirement Tips: Choose the Best Annuity Provider

  28. Variable Annuities with Guaranteed Benefit Options

  29. The Top 5 Fixed Annuities for the Risk Averse

  30. Estate Planning Goes Digital: How to Get Started

  31. Retirement Plan Laggards: How to Help Them

  32. How the Self-Employed Can Prepare for Retirement

  33. Your Social Security Benefits: Who Gets Taxed?

  34. How to Choose the Best IRA Custodian

  35. Maxing Out Your 401(k) vs. an IRA or Roth IRA

  36. The 401(k) Emergency Boomers Need to Address Now

  37. Ready to Retire? Better to Avoid These States

  38. Estate Planning Questions to Ask Clients Annually

  39. Top 3 Tips to Find an Estate Planning Lawyer

  40. Estate Planning Tips for the Average Client

  41. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

  42. Choosing The Best Charitable Gift Annuity

  43. How Social Security Benefits Are Estimated & Taxed

  44. Understanding Different Types of Life Insurance

  45. Robo-Advisors Face First Market Downturn Test

  46. Annuities and Baby Boomers: The Pros and Cons

  47. Why Even the Young Should Establish an Estate Plan

  48. These Top Vanguard Funds Will Help You Diversify (VTSAX, VTIAX)

  49. Top Tips for Beating Money Stress

  50. Should You Accept an Early Retirement Offer?

  51. Reinvesting Dividends Pays in the Long Run

  52. 6 Steps to Update or Change Your Will

  53. Infographic: How Much Money Do You Need to Retire in Hawaii?

  54. 5 Ways to Stretch Your Retirement Dollars

  55. 5 Signs a Reverse Mortgage Is a Bad Idea

  56. 6 Reasons Why Dividends Should Be Reinvested

  57. Understanding How Dividends Are Taxed

  58. Retirement Planning for Entrepreneurs and Small Businesses

  59. Overhaul Social Security to Fix Retirement Shortfall

  60. The World's Most Luxurious Retirement Destinations

  61. How to Protect Elderly Clients from Predators

  62. Strategies for a Worry-Free Retirement

  63. Your 401(k): How to Handle Market Volatility

  64. How to Build a Financial Plan for Gen X, Y Clients

  65. Top Social Security Issues for Divorced Women

  66. How to Tell if You Need an Estate Planning Lawyer

  67. How to Choose the Best Long-Term Care Insurance

  68. How to Choose the Best Medicare Advantage Plan

  69. A Day In The Life of A Professional Forex Trader

  70. Picking the Best Longevity Insurance

  71. Best Ways to Save For Retirement Without an IRA or 401(k)

  72. Inherited IRA and 401(k) Rules: Don't Run Afoul

  73. Index or Target Dates in 401(k)s: Which is Better? (VFINX, FUSEX)

  74. How to Avoid the Inheritance Nobody Wants: Debt

  75. Gen Xers Turn 50: Retirement Just Got Real

  76. Why are 401(k) contributions limited?

  77. How do you calculate penalties on a 401(k) early withdrawal?

  78. The Least Expensive States to Retire In

  79. Why the Wealthy Shy Away from Inheritance Talk

  80. 3 States Where Taxes Can Hammer Retirees

  81. Schedule Loan Repayments with Excel Formulas

  82. Yes, You Can Manage Your Own Retirement!

  83. Avoid These Retirement Portfolio Mistakes

  84. Best Ways to Avoid RMD Tax Hits on IRAs

  85. Top Retirement Prep Questions to Ask Clients

  86. The Economics of Raising the Social Security Age

  87. The Impact of the 401(k) Court Ruling on Advisors

  88. Retirement Plan Options for Small-Business Owners (SCHW, TROW)

  89. Save Your Retirement from Unscrupulous Advisors

  90. How to Help Retirees Manage Taxes on Distributions

  91. 10 Best Countries for New Retirees

  92. Employers: Don't Forget IRS Form 941

  93. 401(k) Rollover: Roth IRA or Traditional IRA?

  94. Roth IRA Contribution Rules: The Basics

  95. How IRS Form 5498 Helps You

  96. Want to Retire Early? Follow This Checklist

  97. 5 Questions to Ask Yourself Before Retiring

  98. 2 No-Load Mutual Funds Suitable for Retirement (VIPSX; FTBFX;)

  99. Why You Shouldn't Bet on Defined Benefit Plans

  100. Top Tips for Minimizing Taxes on Severance Pay

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