Retirement Planning

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  1. Is Annuitization Your Best Strategy?

    Annuitization offers annuity owners an income stream they can't outlive, but there are pitfalls.
  2. The Pitfalls of Not Coordinating a Financial Plan

    Not coordinating your financial plan can result in these pitfalls.
  3. Should You Accept an Early Retirement Offer?

    Is it wise to accept an early retirement package? Here's what you need to consider.
  4. How Advisors use Non-Traditional Financial Planning

    Hannah Moore, CFP explains why some clients require non-traditional approaches to their financial planning.
  5. Disclaiming Inherited Plan Assets

    There are good reasons to not accept inherited assets, but be sure you follow the proper process.
  6. Holding Titles On Real Property

    Find out how best to claim and convey ownership on your assets.
  7. Advice on Wills: Should Each Child Get the Same?

    The answer depends on what you've given your kids in the past, what their needs are now and, unfortunately, how contentious ...
  8. Avoiding Mistakes in Required Minimum Distributions (RMDs)

    If you don't calculate your required minimum distributions accurately, you might have to pay a hefty penalty.
  9. SIMPLE IRA Tutorial

    This comprehensive guide goes through what a SIMPLE IRA is: how to set one up, contribute to it and withdraw from it.
  10. Traditional IRAs Tutorial

    This comprehensive guide goes through what a Traditional IRA is and how to set one up, contribute to it and withdraw from ...
  11. Top 3 Retirement Savings Tips for 55-to-64-Year-Olds

    Find ways to save money and increase your nest egg for the fast-approaching senior years.
  12. Retirement Savings Tips for 35-to-44-Year-Olds

    Learn how the "sandwich generation" can save for retirement while taking care of their kids and parents.
  13. What the Gift Tax Rules Mandate

    The lifetime maximum for gift taxes is now $5.6 million. Here's how the gift tax works.
  14. Is Retiring at 70 a Good Rule of Thumb?

    Financial rules of thumb are not a substitute for individualized retirement planning.
  15. Sandwich Generation

    The sandwich generation refers to middle-aged individuals who are pressured to support both aging parents and growing children.
  16. Roth IRAs Tutorial

    This comprehensive guide goes through what a Roth IRA is and how to set one up, contribute to it and withdraw from it.
  17. How to Juggle Funding Retirement and College

    There are key questions that need to be answered to fund both retirement goals and college tuition.
  18. 7 Steps to Being Prepared to Be Single After Retirement

    How women can financially prepare to be single in retirement after divorce or a spouse's death.
  19. What To Do When You're Left Out of a Will

    There are several legal steps you can take if you are left out of a will.
  20. 5 Benefits of Creating a Trust to Manage Wealth

    Trusts should be considered as part of an estate plan to manage and protect wealth.
  21. Target-Date Fund

    A target-date fund is a fund offered by an investment company that seeks to grow assets over a specified period of time for ...
  22. When Paying Off Your Mortgage Early May Make Sense

    Here’s a look at when it may or may not make sense to pay your mortgage off before retiring.
  23. ‘Retired’ Too Soon? How to Reenter the Workforce After 50

    Here's what you need to know to survive financially and reenter the workforce when you're over 50 and a layoff has forced ...
  24. The Fiduciary Rule Delay: Why Does It Matter?

    The fiduciary rule has faced a rocky road to implementation. This is where it stands now.
  25. One-Stop Shop

    One-stop shop is a company or a location that offers a multitude of services to a client or a customer.
  26. Avoid Costly Mistakes With a Financial Advisor

    Even the most savvy investors can make mistakes; avoid them by working with a financial advisor.
  27. SEP IRAs Tutorial

    Learn about the set-up, the contributions to and the distributions from this IRA-based plan to which employers may make tax-deductible ...
  28. The 401(k) and Other Qualified Plans Tutorial

    Learn about eligibility requirements, contributions and distribution rules for these retirement plans.
  29. Payable On Death - POD

    Payable on death (POD) is an arrangement between a bank or credit union and a client that designates beneficiaries to receive ...
  30. Protecting Your Estate from a Child's ex-Spouse

    There are several tools that can help shelter your family's wealth from a child's ex-spouse.
  31. Highly Compensated Employee

    A highly compensated employee (HCE) is anyone who owns at least 5% of shares in a company and earns more than the federal ...
  32. Invest in Your Family Now, Not After You're Gone

    Inheriting seed money after someone passes is helpful, receiving it earlier could be even better.
  33. Who’s Watching Your Aging Parents’ Wallet?

    You, if possible. How to keep your parents from being among the estimated 5 million seniors a year who fall victim to financial ...
  34. Are Return-Of-Premium Riders Worth It?

    Find out if this policy coverage will put money in your pocket, or cost you in the long run.
  35. The 2017 Financial Fitness Tour

    A look at Investopedia and American Century's 2017 Financial Fitness Tour.
  36. Divorcing? The Right Way to Split Retirement Plans

    Mishandling how you define and allocate retirement-plan assets in a divorce can cost you plenty in taxes and aggravation. ...
  37. How to Save for Retirement in the Gig Economy

    Even if you decide to freelance or be self-employed, there are still ways to save for retirement.
  38. What Clients Don't Know About Their Estates Could Cost Them

    Your client's estate is too small to trigger federal estate taxes - but they’re not off the hook.
  39. Financial Planning Checklist for Beginners

    Getting started with a financial plan can be the hardest part. Here are some tips on how to begin.
  40. How Financially Fit Are You? Indiana University

    Investopedia and American Century Investments attended the 2017 Indiana University Homecoming to talk about financial fitness ...
  41. Custodial Care

    Custodial care is non-medical care recommended by a medical professional that helps individuals with their daily basic care, ...
  42. An Introduction to Buying a Condominium

    This real estate investment provides unique advantages - and challenges.
  43. Will Your Retirement Income Be Enough?

    How to figure if you'll have enough for those golden years – and what factors to consider in crunching the numbers.
  44. How Do Futures Contracts Work?

    Futures contracts are one of the most important financial innovations in history, but they are often misunderstood. Find ...
  45. Planning Your Second Career

    How to find a second career if you want to do more than retire in your later years.
  46. Congress May Take Away Your 401(k) Tax Reduction (or Not)

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax reduction. But Trump ...
  47. How to Communicate With Your Partner About Retirement

    Life partners need a great communication system to get past hurdles encountered during retirement.
  48. How to Retire a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  49. 5 Ways to Improve Your Estate Plan After a Divorce

    Take these five steps to ensure your estate plan still fits your needs after a divorce.
  50. 7 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
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Hot Definitions
  1. Covariance

    A measure of the degree to which returns on two risky assets move in tandem. A positive covariance means that asset returns ...
  2. Liquid Asset

    An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally ...
  3. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
  4. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  5. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  6. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
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