Retirement Planning

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  1. 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 ...
  2. 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.
  3. How Much Cash Should I Keep in the Bank?

    Which portion of your money belongs in a bank, not somewhere else?
  4. 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 ...
  5. 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.
  6. 8 Ways to Go Green and Save Money in Retirement

    Using green strategies in retirement can yield benefits for the environment and your financial health if it allows you to ...
  7. How to Save for Retirement When Starting Late

    Delaying retirement saving may mean having to work harder to catch up with the average retirement savings but it's possible ...
  8. Building a Roth IRA Fortune For Your New Graduate

    Encouraging your new graduate to open a Roth IRA as they begin their careers can give them a significant head start on creating ...
  9. Save for College and Retirement at the Same Time

    Saving for college and retirement are linked and should not be approached separately.
  10. How Much to Save to Become a Millionaire

    With a little discipline and the help of some powerful savings vehicles, many people can hit this mark.
  11. Deciding If a Lump Sum Pension Payout Is Right for You

    To some retirees, a lump sum pension payment can be enticing, but there are several factors to consider.
  12. 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.
  13. 8 Celebrities Who Died Without a Will

    Here is a list of celebrities who amassed a fortune but died without leaving a will, leading to lengthy court battles and ...
  14. How a Tax-Efficient Financial Advisor Can Help You

    To grow your wealth it’s best to find an advisor with investment and tax expertise.
  15. Financial Opportunities for Women Facing Divorce

    All women—regardless of marital status—can and should learn how to take control of their financial lives.
  16. 7 Steps to Navigating Net Unrealized Appreciation

    There are several tax strategies to use when it comes to stock positions in your work retirement plan, including net unrealized ...
  17. Divorce and QDRO: Protecting Your Finances

    If you are getting a divorce, a qualified domestic relations order has the potential to help protect you financially.
  18. Can a divorced woman collect Social Security from her ex-husband?

    If you were married for at least 10 years, and you meet certain other conditions, you can collect half of your ex-husband's ...
  19. Keep the Used Car to Save Money for Your Future

    Although it might be tempting to buy a new car once yours is paid off, there are several financially savvy things you can ...
  20. VTIVX: Overview of Vanguard Target Retirement 2045 Fund

    Learn about the Vanguard Target Retirement 2045 Fund, a mixed-allocation fund designed for mutual fund investors who plan ...
  21. Withdrawal Credits, Pension Plan

    Withdrawal credits refers to the portion of an individual’s assets in a pension that the employee is entitled to withdraw ...
  22. Restricted Application for Social Security Spousal Benefits

    For those born before January 2, 1954, the restricted application for spousal benefits can increase your retirement income. ...
  23. How to Manage Money After Losing a Spouse

    The death of a spouse is one of the most difficult things to endure. Financial issues shouldn't add to the emotional hardship.
  24. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest it in Roth IRAs?

    Yes, you can use your Traditional IRA's required minimum distributions (RMDs) to contribute to your Roth IRA.
  25. Retirement Investment Strategies by Age

    Saving and investing for retirement ideally should begin the moment you start working; but it will be different throughout ...
  26. The Best Strategies to Maximize Your 401(k)

    Everything you need to know about setting up and managing what is often the chief source of your retirement funds.
  27. My spouse has little/no income. Can I contribute to my spouse's IRA?

    Yes. You may make a Traditional IRA contribution to your spouse's Traditional IRA, assuming you have eligible compensation.
  28. The Hidden Dangers of Target-Date Investing

    Target-date funds may make investing seem easier, but there are several aspects that make tham undesirable for many investors.
  29. How to Organize Your Finances for Retirement

    Having a firm grasp on the financial logistics of your retirement is crucial.
  30. Employee Savings Plan

    An employee savings plan is an employer-provided tax-deferred account typically used to save for retirement, such as a defined ...
  31. An Overview of Annuities

    As part of your overall investment strategy, annuities may add value to your retirement in more ways than you think. Here's ...
  32. High-Deductible Health Plan - HDHP

    A high-deductible health plan is health insurance with a high minimum deductible for medical expenses that must be paid before ...
  33. Waiver Of Notice

    A waiver of notice is a legal document that waives the right to formal notification of legal or corporate proceedings and ...
  34. Exemption Trust

    An exemption trust helps minimize or eliminate federal estate taxes on a married couple's estate. The trust holds the assets ...
  35. Gross Estate

    Gross estate is the gross value of a person's estate at the time of their death before liabilities such as outstanding debt ...
  36. Guaranteed Lifetime Withdrawal Benefit - GLWB

    Guaranteed Lifetime Withdrawal Benefit (GLWB) is a rider on an annuity that allows withdrawals from the account without penalities. ...
  37. Charitable Lead Trust

    A charitable lead trust is designed to reduce a beneficiary's taxable income by first donating a portion of the trust's income ...
  38. Qualifying Domestic Trust - QDOT

    A Qualifying Domestic Trust (QDOT) allows taxpayers who are not U.S. citizens to claim the marital deduction for estate-tax ...
  39. Gift Splitting

    Gift splitting is a taxation rule that allows a married couple to split a gift's total value between them, allowing them ...
  40. Break Out Of Annuity Prison

    Annuities offer security but also lock up your cash. The secondary market could be your key to escape.
  41. House Your Retirement With Self-Directed Real Estate IRAs

    Investors are now able to fund their retirement accounts with hitherto forbidden eal property, mortgages and other real-estate ...
  42. Lump Sum Versus Regular Pension Payments

    Should you accept the traditional, lifetime monthly payments or take a lump sum distribution? We'll help you understand what ...
  43. 10 Financial Tips to Live Your Best Retirement Life

    Retirement is supposed to be one of the most enjoyable times of your life. Use these 10 tips to help ensure you're financially ...
  44. What rate of return should I expect on my 401(k)?

    Learn which factors affect your 401(k) performance, and understand what a typical rate of return is for employer-sponsored ...
  45. The Most Expensive States to Retire In

    Six places that aren't great for your retirement years (financially speaking).
  46. How Remarrying Late in Life Impacts SS Benefits

    Those looking to get hitched later in life need to be fully aware of the potential effects marriage can have on Social Security ...
  47. Graded Vesting

    Graded vesting is a schedule by which employees gain ownership of employer contributions to retirement plans and stock options.
  48. Generating Income In Retirement Using ETFs

    There are many effective strategies that retirement investors can utilize to fill their income gap. Here are some ideas that ...
  49. My company is the trustee of our 401(k) plan (which has 112 participants). What are the pros and cons of having the company instead of the plan provider/vendor as the trustee?

    The answer may vary depending on the plan provider and the provisions of the plan document.
  50. Valuation Period

    The valuation period is the time period during which value is determined for variable investment options.
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