Retirement

  1. Retirement Money Market Account

    A retirement money market account is a money market account that an individual holds within a retirement account such as ...
  2. Using Age Banding to Plan Financially for Retirement

    Spending in retirement doesn't stay the same, nor does it necessarily increase. Age banding can help you decide how much ...
  3. Can you buy penny stocks in an IRA?

    Discover more about penny stocks, how they can be bought utilizing an individual retirement account, and the risks penny ...
  4. Are catch-up contributions included in actual deferral percentage (ADP) testing?

    Find out why catch-up contributions are not included in the ADP testing and how the IRS uses non-discrimination tests to ...
  5. What are the differences between a self-directed IRA and a traditional IRA?

    Explore the investment options available to and restrictions on account holders who choose a self-directed IRA as their retirement ...
  6. Can retirement catch-up contributions be matched?

    Find out how the terms of your retirement savings plan dictate how and when your employer may match your catch-up contributions ...
  1. How to Avoid Having Roommates in Retirement

    These four tips will help you avoid having the need for roommates in retirement.
  2. Retirement Money Market Account

    A retirement money market account is a money market account that an individual holds within a retirement account such as ...
  3. Using Age Banding to Plan Financially for Retirement

    Spending in retirement doesn't stay the same, nor does it necessarily increase. Age banding can help you decide how much ...
  4. How the U.S. Ranks on the Global Retirement Index

    America moved up one rank since 2017 to the 16th best country for retirement. Here's why it's only in the middle of the pack.
  5. 6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  6. This Is How Retirees Live on $1 Million

    Learn how to use strategies including immediate annuities and traditional portfolio investing to make $1 million last through ...
  1. Can you fund non-qualified deferred compensation plans with life insurance?

    Understand if a person can fund non-qualified deferred compensation plans with life insurance. Learn what types of plans ...
  2. Long-Term Care Planning: It’s About Family

    More than 70% of retirees require long-term care, but few have a plan in place. The resulting burden is more than financial.
  3. Without Evidence of Insurability

    Without evidence of insurability refers to an insurance policy issued without requiring proof that the beneficiary is eligible ...
  4. Issue-Age Policy

    Issue-age policy refers to healthcare insurance whose premium rate is dependent on the age of the individual who purchases ...
  5. Benefit Period

    The benefit period is the length of time during which a benefit is paid, from an insurance policy or a government program ...
  6. Medicare Supplementary Medical Insurance (SMI)

    Medicare supplementary medical insurance (SMI) is private insurance sold to complement original Medicare coverage and is ...
  1. Retirement Money Market Account

    A retirement money market account is a money market account that an individual holds within a retirement account such as ...
  2. Can retirement catch-up contributions be matched?

    Find out how the terms of your retirement savings plan dictate how and when your employer may match your catch-up contributions ...
  3. How is Warren Buffett Plan bequeathing his estate?

    Find out how much Warren Buffett is leaving for his heirs and how he wants the funds invested after his death.
  4. How Much Cash Should I Keep in the Bank?

    Which portion of your money belongs in a bank, not somewhere else?
  5. The Importance of Will Preparation

    Will preparation is a vital step in the estate planning process for determining what happens to your assets after you pass ...
  6. How To Set Up a Trust Fund If You're Not Rich

    You don't need to be wealthy to create your own trust fund. Here's why and how to go about it.
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