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Retirement Planning
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Personal Finance Retirement Planning

Retirement Planning

Learn how much you need to retire comfortably, and how to prepare for the "unexpected" in retirement. Prepare for everything from living expenses, to healthcare, to planning that trip you've always wanted to take.

Retirement Planning
  • Retirement Planning Guide
  • Retirement Savings Accounts
  • IRA
  • Social Security
  • 401K
  • Pensions
  • Estate Planning
  • Senior Care
  • Annuities
Questions for your financial advisor

10 Questions to Ask Your Financial Advisor About Retirement

Searching for the perfect financial advisor to help you plan for retirement? Be sure to ask these 10 questions first.
  • How Much Do I Need to Retire?

    How Much Do I Need to Retire?
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    What is the SECURE Act? How Could It Affect Your Retirement?

  • The World’s Cheapest, Safest Retirement Countries
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    Required Minimum Distribution (RMD) Definition and Example
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    Spend or Save: Should I Pay Off My Mortgage or Invest for Retirement?

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    Employee Stock Ownership Plan (ESOP) Definition

  • Four Percent Rule Definition
  • Hipster senior man with beard using laptop and woman watching

    Supplemental Executive Retirement Plan (SERP)
  • Ethnic Senior Couple With Financial Advisor

    The Importance of Updating Retirement Account Beneficiaries
  • Couple Admiring Sea View From Balcony On Calle Carabeo, Nerja, Costa Del Sol, Malaga, Spain

    How Much Money Do You Need to Retire in Spain?

  • Four Retirement Cities in Portugal

  • Risk Profile Definition

  • Going Back to India to Retire: A How-to Guide

  • The Average Retirement Savings by Age
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    Should I Trade My Retirement Account?
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    Living Frugally and Happily in Retirement
  • Mature couple canoeing on tranquil lake, Alberta, Canada

    What is Substantially Equal Periodic Payment (SEPP)?
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    What Is the Three-Legged Stool?
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    Dual Income No Kids (DINK)? Ignore This Retirement Advice

  • Distribution In Kind Definition
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    Financial Independence, Retire Early (FIRE)
  • Senior couple using tablet on couch at home

    SIMPLE Retirement Plans for Small Employers

  • Safe Withdrawal Rate (SWR) Method Definition

  • How to Create a Retirement Portfolio Strategy

  • How to Plan for Medical Expenses in Retirement

  • How Much Money Do You Need to Retire in Thailand?

  • The 11 Worst Retirement Mistakes: Sidestep Them
  • Older people ice skating at a rink

    How to Plan for Travel in Retirement
  • Investing Money for Retirement

    Now You Can Save More for Retirement

  • Retirement Planning Doesn’t Stop When You Retire
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    Living in the Dominican Republic on $1,000 a Month

  • Developed Countries For Easy Residency/Citizenship
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    Interest-Only Retirement: Can It Be Done?

  • How RESA Could Reform Workplace Retirement Plans

  • Retirement Plan Tax Prep Checklist

  • 10 Years Later: How the Financial Crisis Affected Seniors

  • How the U.S. Ranks on the Global Retirement Index
  • Close up Businessman using calculator for do math finance on wooden desk in office, tax, accounting, statistics and analytic research concept

    Actual Deferral & Actual Contribution Percentage Test
  • Older couple in kitchen, looking at computer with papers in hand

    How Retirees Can Lower Retirement Income Risk

  • You Can Live in Thailand on $1,000 a Month

  • How to Manage Income During Retirement

  • Avoid the Downsides of Downsizing in Retirement

  • 10 Ways to Borrow When Retired
  • Retired Couple Planning Once in a Lifetime Vacation

    Retirement Planning Tips if You're in Your Mid-60s and Beyond

  • Pay Yourself First Definition

  • Retirement Planning Definition
  • A businessman with glasess off holding glasses and papers in the office.

    Systematic Withdrawal Plan (SWP)
  • Mature couple canoeing on tranquil lake, Alberta, Canada

    Best Cities for Retirees to Age Successfully
  • Businessman and businesswoman having a meeting in office with laptop.

    Guaranteed Lifetime Withdrawal Benefit (GLWB)
  • A woman snorkeling in Miniloc lagoon, Philippines.

    How to Plan Your Retirement in the Philippines
  • El Angel de Independencia, Mexican landmark in Mexico City.

    How Much Money Do You Need to Live in Mexico City?

  • Can Retirees Live in Military Housing?

  • When Retirement Is Getting You Down

  • What's Your Net Worth Telling You?

  • 5 Countries With Easy Citizenship for Retirement

  • Retire on a Cruise Ship With Less Than $1 Million
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    Going Back to the Philippines to Retire: A How-to Guide

  • Journey Through the Six Stages of Retirement
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    How to Protect Your Retirement From Lawsuits
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    The Greatest Generation Definition

  • 5 Companies With the Best Retirement Plans

  • Everything You Need to Know About Deferred Retirement Option Plans (DROPs)
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