Baby Boomers Are Less Prepared for Retirement than Their Millennial Children Are
For many baby boomers, their know-it-all kids might just know a lot more than their parents do when it comes to retirement planning and finances.
Retirement Planning
How Women Can Overcome the Retirement Wealth Gap
Women face a million-dollar wealth gap when it comes to retirement. Part of the reason—their attitudes toward investing. Here are solutions.
5 Mistakes to Avoid When Retiring Early
Early retirement might be wonderful if you can afford it…but there are some very dangerous ways that many early retirees sabotage their own retirements.
How to Get Social Security and Medicare When Living Abroad
When you live outside the US, some of the rules for Social Security and Medicare are the same and some are different. How to get the most benefits.
An RMD Fund
To help you meet required minimum distributions, you consolidate all your IRA assets into the RMD fund corresponding closest to the date you turn 70 ½.
Choose Your Self-Employed Retirement Plan—Starting Right Here
If you’re self-employed, you need to set up a retirement account yourself to cut taxes and insure your future. Here are different plans to choose from.
Beware These 6 Big Social Security Mistakes
If you haven’t yet started collecting Social Security retirement benefits, you owe it to yourself to avoid these seven costly mistakes.
Anyone Can Start Their Retirement Today—the Millennials Have
Millennials can teach us about retirement. They already focus on work life balance & financial planning. Lessons to learn. Bottom Line’s Sarah Hiner shares.
You Can Spend More Than You Think in Retirement
Retirees often are warned not to overspend. But some retirees have the opposite problem—they underspend.
Inherited an IRA? What You Need to Know
IRAs are fraught with tax traps and complicated transfer rules, making the unaware subject to unexpected and potentially high taxes and penalties.
Answers To Your Tricky Social Security Questions: Part 2
In “Answers to Your Social Security Questions”, we looked at some important and tricky questions…
How To Never Run Out Of Money And Still Enjoy Life
Comedian Henny Youngman used to tell a story about meeting with his advisers to discuss…
Power Up Your 401(k)
3 Moneymaking Tricks and 3 Traps to Avoid If you are among the 90 million…
Answers To Your Social Security Questions
You’re not supposed to have to worry about Social Security. It’s supposed to provide the…
A Medical Annuity Can Offer A Lifeline
If you and/or family members are worried that the enormous medical costs of a major…
Expand Your 401(k) Options
Do you ever wish you had more investment options in your 401(k) retirement plan? More…
Retirement Income for Life
Here’s a New Way to Get It Do you think you’ll live past 85? If so,…
The Classic 4% Rule Can Ruin Your Retirement
There’s a simple old rule to help make sure you don’t run out of money…
Surprise! Retirement Costs Less Than You Think
It’s easy to wildly miscalculate how much money you’ll need in retirement—even if you are…
Retirement-Planning Calculators
Online retirement-planning calculators ask you a variety of financial, lifestyle and health questions, then estimate…