Retirement Planning

A Retirement Crisis of Confidence
Retirement Planning

A Retirement Crisis of Confidence

July 17, 2019

Not many people seem confident in their retirement plans, but there are some companies that are making investors happy. Here’s what you need to know.

How to Decide on a Pension Buyout
Retirement Accounts

How to Decide on a Pension Buyout

July 8, 2019

Lump-sum pension buyout offers are about to become more common, but they could backfire. Here’s what you need to know.

Why a 401(k) Can Be a Good Place for an Annuity
Retirement Accounts

Why a 401(k) Can Be a Good Place for an Annuity

June 24, 2019

Congress is expected to pass legislation to make annuities more widely available in 401(k)s. That will have several advantages…

Are You Financially SECURE? What the New Retirement Legislation Could Mean to You
Aging for Beginners

Are You Financially SECURE? What the New Retirement Legislation Could Mean to You

Adriane Berg | June 18, 2019

401(k) options are getting better. New proposals in the House and Senate are a potential boon for baby boomers and their post-retirement income.

Is Your Retirement Account Safe from Creditors?
Wealthy and Wise

Is Your Retirement Account Safe from Creditors?

Gideon Rothschild, Esq. | May 13, 2019

Whether your IRAs are protected from creditors depends on the answers to several questions.

How to Maximize Your Social Security Benefits Without Breaking the Rules
Social Security

How to Maximize Your Social Security Benefits Without Breaking the Rules

Laurence J. Kotlikoff, PhD | February 19, 2019

Our Social Security expert answers some of the trickiest questions posed by real benefits recipients.

Be Cautious When Naming Beneficiaries for Your IRA
Wealthy and Wise

Be Cautious When Naming Beneficiaries for Your IRA

Gideon Rothschild, Esq. | February 18, 2019

As many readers are aware, IRAs can offer many benefits including the ability to defer taxes on the money placed…

Your Retirement Savings Goal Is Almost Certainly Too Low
Retirement Planning

Your Retirement Savings Goal Is Almost Certainly Too Low

December 19, 2018

Americans are massively underestimating how much they need to save to have the retirements they want.

Avoid These Costly Mistakes With Required Minimum Distributions (RMDs)
Retirement Planning

Avoid These Costly Mistakes With Required Minimum Distributions (RMDs)

Ed Slott, CPA | November 26, 2018

Mistakes are common on taking required minimum distributions (RMDs) from retirement accounts, and the penalties are steep. Here’s how to avoid them.

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement
Retirement Planning

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement

Nancy Collamer | October 26, 2018

Whether you want extra spending money or to bulk up your nest egg, there are plenty of ways for retirees to make $10,000, $25,000, or $50,000+.

Extroverts Work Past 65 and Other Retirement Secrets
Retirement Living

Extroverts Work Past 65 and Other Retirement Secrets

October 23, 2018

Why do some people go straight from working to retirement while others follow a more zigzag path? Find out why—and what the best path for you might be.

Americans Feel Better About Aging, But Savings Lag Behind
Retirement Planning

Americans Feel Better About Aging, But Savings Lag Behind

October 16, 2018

More people are embracing aging, but most are not ready for retirement and, in many cases, they don’t even know what ready means.

Advice to a Woman Turning 40 from a Woman Turning 70
Aging for Beginners

Advice to a Woman Turning 40 from a Woman Turning 70

Adriane Berg | October 16, 2018

I have learned the one unusual thing that makes people truly happy no matter how old they are—here it is.

Rolling Over Your 401(k) Could Hurt You
Retirement Planning

Rolling Over Your 401(k) Could Hurt You

Ric Lager | October 15, 2018

It’s conventional wisdom to roll over your retirement assets from a 401(k) into an IRA when you leave a job. But that’s not always the right move.

Should You Get Married? Here’s the Answer
Aging for Beginners

Should You Get Married? Here’s the Answer

Adriane Berg | September 18, 2018

Getting married later in life is either a great idea or a horrible idea. Here’s how to know which category your marriage would fall into.