Retirement Investing & Saving

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  1. Determining If You're Prepared for Retirement

    Determining if you are prepared for retirement isn't just about the size of your portfolio.
  2. What to Do If Your Pension Is Frozen or Terminated

    Here's what needs to be considered if your employer freezes or terminates your pension.
  3. Hybrid Annuity

    A hybrid annuity allows buyers to purchase fixed-rate and variable annuity components as part of the same investment vehicle.
  4. Maxing Out Your 401(k) and What to Do Next

    If contributing the max to your 401(k) is possible, you should consider it. And for the super savers out there, there are ...
  5. A Holistic Approach to Retirement Income

    Total return income planning takes a holistic approach to managing your retirement savings.
  6. Top 5 401(k) Rollover Questions to Ask Your Advisor

    Managing your 401(k) wisely is paramount to a secure retirement. Accordingly, here's a guide to key questions you need to ...
  7. Foreign Plan

    A foreign plan is a retirement savings plan created by a person or a company in Canada to benefit individuals who are not ...
  8. Life Insurance vs. IRA for Retirement Saving

    Sure, you can tap your permanent life insurance policy to help fund your retirement. But in most cases, an IRA is the better ...
  9. 6 Problems with 401(k) Plans

    If you pay attention to the issues here, you will be able to avoid disappointment with your 401(k) – and meet your retirement ...
  10. 3 Ways to Prepare for Life After Retirement

    Planning successfully for retirement includes more than being prepared financially.
  11. Get a 'Pensionado' Visa to Retire in Costa Rica

    Learn how you can get a fixed-income based pensionado visa to retire in Costa Rica. Find out the kinds of applicants the ...
  12. 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 ...
  13. Targeted-Distribution Fund

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

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

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

    Entrepreneur and top model Jessica Perez tells Investopedia why David Bach's "The Automatic Millionaire" is her favorite ...
  17. 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.
  18. The Government Pension Investment Fund (Japan)

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

    An overfunded pension plan is a company retirement plan that has more assets than liabilities.
  20. Pension Plan Administrator

    A pension plan administrator manages the day-to-day affairs and the strategic decisions involved with a group's pension fund/plan. ...
  21. Registered Pension Plan (RPP)

    A registered pension plan is a form of trust that provides pension benefits for an employee of a company upon retirement.
  22. Canada Pension Plan (CPP)

    The Canada Pension Plan is one of three levels of Canada's retirement income system, which is responsible for paying retirement ...
  23. Pension Pillar

    A pension pillar is one of five pension formats established by the World Bank, which has since been adopted by many economically ...
  24. Roth Conversions Must Now Be Used Wisely

    Completing a Roth IRA conversion is a solid strategy, if done correctly and at the right time, especially now that recharacterizations ...
  25. Underfunded Pension Plan

    An underfunded pension plan is a company retirement plan that has more liabilities than assets.
  26. Year's Maximum Pensionable Earnings (YMPE)

    Year's maximum pensionable earnings is the maximum amount on which to base contributions to the Canada or Quebec Pension ...
  27. Corporate Pension Plan

    A corporate pension plan is a formal arrangement between a company and its employees, or employees' union, that provides ...
  28. Pay-As-You-Go Pension Plan

    A pay-as-you-go pension plan is a retirement scheme where the plan beneficiaries decide how much they want to contribute.
  29. Simplified Employee Pension (SEP)

    A simplified employee pension is a retirement plan that an employer or self-employed individuals can establish.
  30. Unfunded Pension Plan

    An unfunded pension plan is an employer-managed retirement plan that uses the employer's current income to fund pension payments ...
  31. Cash Balance Pension Plan

    A cash balance pension plan is when an employer credits a participant's pension account with a set percentage of their yearly ...
  32. Next Generation Fixed Income (NGFI)

    Next generation fixed income, or NGFI, describes a contemporary method of leveraging all factors of return across the spectrum ...
  33. 401(k) Loan vs. IRA Withdrawal

    The IRS offers several ways to skirt the 10% penalty on early retirement distributions.
  34. Retirement: How to Maximize Your Real Rate of Return

    Here's how to plot your portfolio's real rate of return, understand your "personal inflation rate" and safeguard your retirement ...
  35. Choosing How and When to Receive Pension Benefits

    If you are lucky enough to have a pension when you retire, critical decisions on how and when to receive payments need to ...
  36. Accumulation

    Accumulation refers to how retirement wealth is built, how an institutional investor gradually takes a position in a security, ...
  37. B2B Robo-Advisor

    A B2B robo-advisor is a digital automated portfolio management platform that is used by financial advisors.
  38. How You Withdraw Your Retirement Assets Matters

    Withdrawing your retirement income in the right order can help you make the most of what you have saved.
  39. TIAA

    TIAA is a nonprofit organization that provides investment and insurance services for those working in education, medicine, ...
  40. 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 ...
  41. Payout

    Payout refers to the expected financial return or monetary disbursement from an investment or annuity.
  42. Lump-Sum Payment

    A lump-sum payment is a large sum that is paid in one single payment instead of installments
  43. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial institution without a tax penalty?

    Learn about the taxes and penalties associated with withdrawing money from a Roth IRA and how transferring the balance can ...
  44. Will A Systematic Withdrawal Plan Work For You?

    Check out the particulars of a systematic withdrawal plan, or SWP, to see if it's the right choice for your retirement.
  45. Corporate Bonds for Retirement Accounts

    Corporate bonds are usually the preferred choice in retirement accounts. Here are some of the benefits of corporate bonds, ...
  46. How to Start Saving for Retirement in Your 40s

    If you are in your 40s with minimal retirement savings it's not too late to build your next egg.
  47. How Much Money Is Enough to Retire?

    Taking these three steps can help you figure out how much you'll need to save for retirement based on your individual needs ...
  48. Projected Benefit Obligation (PBO)

    A projected benefit obligation (PBO) is an actuarial measurement of what a company will need at the present time to cover ...
  49. Money-Purchase Pension Plan

    A money-purchase pension plan is a type of defined-contribution plan that is similar to a profit-sharing plan but with fixed ...
  50. 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.
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Hot Definitions
  1. Portfolio

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