Retirement Planning

Retirement Planning

Divorced? Find Out What It’ll Do to Your Retirement Nest Egg

If you've been divorced or are going through one now, your retirement may be a victim. Take these steps to protect your future.

Retirement Planning

Don’t Be Confused About How Much Savings You Need for Retirement

Most people don’t know how much to save for a secure retirement. Don’t be one of those people.

Retirement Planning

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.

Retirement Planning

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.

Social Security

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.

Retirement Planning

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.

The Pay-Less-Tax Man

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.

Social Security

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.

Common Threads

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.

Retirement Planning

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.

The Pay-Less-Tax Man

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.

Social Security

9 Tricky Terms: Deciphering Social Security Language

Part of what makes the Social Security system so tricky is the language used to explain it. Here’s how to understand Social Security language.

Social Security

Answers To Your Tricky Social Security Questions: Part 2

In "Answers to Your Social Security Questions", we looked at some important and tricky questions about Social Security eligibility and…

Retirement Planning

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 his finances and retirement prospects.…