Retirement

  1. IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits

    IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits details U.S. income tax rules for retirees from ...
  2. Targeted-Distribution Fund

    A Targeted-Distribution Fund is a mutual fund that serves as an income replacement option for retirees.
  3. Zacks Lifecycle Indexes

    The Zacks Lifecycle Indexes provide a benchmark for comparison of target date or lifecycle funds that dynamically change ...
  4. Baby Boomers Represent Untapped Business Potential

    Millennials are receiving the most attention from financial advisors, but boomers share the same problems, including a need ...
  5. The Automatic Millionaire: PAGES

    Entrepreneur and top model Jessica Perez tells Investopedia why David Bach's "The Automatic Millionaire" is her favorite ...
  6. How to Take Advantage of an HSA Account

    If you are eligible for a Health Savings Account, be sure to take full advantage of what it offers.
  1. How Americans Struggle with Retirement

    While some struggle to plan a drawdown schedule, others may not be able to afford retirement at all.
  2. The 4 Phases of Retirement and How to Budget for Them

    Retirement consists of four stages, each with different expenses and different budgeting needs. Here's how to manage your ...
  3. IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits

    IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits details U.S. income tax rules for retirees from ...
  4. Goal-Based Investing: My Favorite Term

    Managing Director of Vanguard's Retail Investor Group Karin Risi shares why "goal-based investing" is her favorite financial ...
  5. Homemade Dividends

    Homemade dividends are a form of investment income that comes from the sale of a portion of one’s portfolio.
  6. Widow's Exemption

    A widow's exemption is one of several forms of state or federal tax relief available to a widowed spouse in the period following ...
  1. How to Take Advantage of an HSA Account

    If you are eligible for a Health Savings Account, be sure to take full advantage of what it offers.
  2. Pension Risk Transfer

    Pension risk transfer is when a defined benefit pension provider offloads the risk and retirement payment liabilities to ...
  3. A Couple's Guide to Healthcare Costs in Retirement

    Most health-expense planning is based on the individual, but couples can learn how to enjoy retirement without worrying about ...
  4. L Share Annuity Class

    The L share annuity class is a common share class offered by a variable annuity that has a short surrender period but with ...
  5. Living and Death Benefit Riders: How Do They Work?

    Find out how living and death benefit riders work, and which type is right for you.
  6. Pension Maximization

    Pension maximization is a risky retirement strategy for couples that seeks to secure the best annuity payout and balance ...
  1. How Americans Struggle with Retirement

    While some struggle to plan a drawdown schedule, others may not be able to afford retirement at all.
  2. A Guide to Estate Planning When You're Young

    No matter what age you are, estate planning and the documents that go with it are important.
  3. Baby Boomers Represent Untapped Business Potential

    Millennials are receiving the most attention from financial advisors, but boomers share the same problems, including a need ...
  4. The Automatic Millionaire: PAGES

    Entrepreneur and top model Jessica Perez tells Investopedia why David Bach's "The Automatic Millionaire" is her favorite ...
  5. The Government Pension Investment Fund (Japan)

    The Government Pension Investment Fund is the pension fund for Japanese public employees.
  6. Overfunded Pension Plan

    An overfunded pension plan is a company retirement plan that has more assets than liabilities.
Hot Definitions
  1. Intrinsic Value

    Intrinsic value is the perceived or calculated value of a company, including tangible and intangible factors, and may differ ...
  2. Current Assets

    Current assets is a balance sheet account that represents the value of all assets that can reasonably expected to be converted ...
  3. Volatility

    Volatility measures how much the price of a security, derivative, or index fluctuates.
  4. Money Market

    The money market is a segment of the financial market in which financial instruments with high liquidity and very short maturities ...
  5. Cost of Debt

    Cost of debt is the effective rate that a company pays on its current debt as part of its capital structure.
  6. Depreciation

    Depreciation is an accounting method of allocating the cost of a tangible asset over its useful life and is used to account ...
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