Retirement Planning

Great Time for a Roth Conversion, But Ask Yourself 3 Questions First
Retirement Planning

Great Time for a Roth Conversion, But Ask Yourself 3 Questions First

Ed Slott, CPA | August 25, 2020

The stock market crash may have put you in position to take advantage of a Roth conversion. Here’s how to know.

Secrets to Lowering Your Taxes in Retirement
Retirement Planning

Secrets to Lowering Your Taxes in Retirement

July 15, 2020

Here are several strategies—including those that go against conventional wisdom—that will help you dramatically reduce taxes you owe the government in retirement.

How to Protect Inherited Retirement Accounts Under New Federal Law
Retirement Planning

How to Protect Inherited Retirement Accounts Under New Federal Law

Ed Slott, CPA | May 26, 2020

Although the new federal law called the Secure Act provides many advantages for people with retirement accounts

401(k) vs. IRA Early Withdrawal Mistakes
Retirement Planning

401(k) vs. IRA Early Withdrawal Mistakes

Ed Slott, CPA | March 30, 2020

In a financial crunch? Consider an early withdrawal from your retirement account but beware of these mistakes.

What’s On Your Second Bucket List?
Aging for Beginners

What’s On Your Second Bucket List?

Adriane Berg | February 25, 2020

Go beyond the “insta-moments” when you travel with these ideas for pursuing hobbies abroad, meeting like-minded people and connecting with local culture.

Do You Need to Catch Up on Retirement Savings?
Retirement Planning

Do You Need to Catch Up on Retirement Savings?

January 23, 2020

A recent survey shows which age groups are in the worst shape for retirement and what they can do about it.

Retire Bold and Rich—Sarah Hiner Talks to Adriane Berg
Retirement Living

Retire Bold and Rich—Sarah Hiner Talks to Adriane Berg

January 23, 2020

Adriane Berg joins Sarah Hiner to discuss her newest book, The Retirement Income Explosion, and it’s lessons in financial planning for rich, bold retirement years.

The Big Social Security Mistake Most People Make
Retirement Planning

The Big Social Security Mistake Most People Make

Jason ­Fichtner, PhD | November 5, 2019

Very few people pick the right age to start collecting Social Security, sacrificing many thousands of dollars, according to a new study.

Coming of Age…Again Will Co-Housing Help Retirees Retain Community?
Aging for Beginners

Coming of Age…Again Will Co-Housing Help Retirees Retain Community?

Adriane Berg | November 5, 2019

Communes are back for baby boomers, providing community plus support for aging individuals. Like the old days, the residents set the rules.

Don’t Make a Costly Mistake with Your Retirement Savings When Changing Jobs
Retirement Planning

Don’t Make a Costly Mistake with Your Retirement Savings When Changing Jobs

October 15, 2019

If you’re switching jobs, here’s how to make sure you’re making the right moves with your retirement savings.

What the New World of Assisted Living Means for You
Retirement Living

What the New World of Assisted Living Means for You

Brad Breeding, CFP | September 20, 2019

“Continuing- care” facilities offer more control over your current and future needs but require a big financial commitment. Here’s how to choose one.

The Best Foreign Islands for Retirement
Retirement Living

The Best Foreign Islands for Retirement

Dan Prescher | September 9, 2019

Here are nine foreign islands that are wonderful and affordable retirement destinations.

New Rules for Retirement and Education Savings Plans
Retirement Planning

New Rules for Retirement and Education Savings Plans

August 5, 2019

Vital reading for people with 401(k)s, IRAs, 529 plans to understand how proposed new federal legislation would affect people with 401(k)s, IRAs and 529 plans.

Are You Putting Your Retirement at Risk by Helping Your Kids?
Retirement Planning

Are You Putting Your Retirement at Risk by Helping Your Kids?

August 2, 2019

Knowing when to cut financial ties with your adult children can be a difficult decision. Here’s what a new study says.

The All-Dividend Portfolio
Retirement Planning

The All-Dividend Portfolio

July 22, 2019

This strategy does a great job of providing retirement income in today’s low-rate, high-risk investment environment.