Retirement Planning

Retirement Planning

The Surprising Power of Retiring Just a Little Later

Working an additional year beyond 66 provides 8% more annual income for 30 years. And the longer you delay retirement, the greater the effect.

Retirement Planning

This Rising Money Trend Could Help You Save More

The pattern that Americans show in saving money provides encouragement for people who don’t save enough.

Retirement Planning

An Annuity Gains Appeal

Retirees are turning to deferred income annuities in droves to address concerns about market volatility and outliving their nest eggs.

Retirement Planning

Are You Being Too Frugal in Retirement?

Many Americans are reluctant to tap into their retirement funds even when they can afford to, making their lives more miserly than they need to be.

Retirement Planning

To Retire Successfully, Don’t Be Like These People

Making these financial mistakes could undermine your retirement.

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.