Retirement

Smart, focused guidance on all aspects of retirement planning and spending.

Saving for Retirement

  • 6 strategies for a second-act career

    Many older retirees don't want to simply kick back. Instead they see a chance to volunteer, work part-time or start their own businesses. Here are a few steps to get there.
  • Know the Roth IRA 5-year rule

    Not every Roth IRA withdrawal is tax-free and taking money out too soon can cost you. Here's a close look at what to watch for and when's the best time to use your funds.
  • How much money you'll need in retirement

    Here are a few general rules of thumb to help you calculate just how much you'll need to start squirreling away.
  • Common RMD mistakes to watch out for

    After age 70½, you have to start taking required minimum distributions. The process can be complicated, and mistakes can cost you. Here's how to avoid these seven pitfalls.

401(k)

Getting Ready to Retire

  • Caring for a very elderly parent

    It’s a growing trend: retirees having to care for parents in their 90s and while trying to keep their nest egg from running out. Here’s how some families are managing it.
  • Know the Roth IRA 5-year rule

    Not every Roth IRA withdrawal is tax-free and taking money out too soon can cost you. Here's a close look at what to watch for and when's the best time to use your funds.
  • How to retire early

    There are growing communities of people making ambitious and aggressive retirement plans that get them out of the daily grind in as little as ten years.
  • Tax impact of selling an investment property

    If you’re thinking of selling a property that you bought as an investment, you may want to think again. A sale can trigger a big taxable gain. Here are some possible solutions.

Living in Retirement

  • 5 ways to achieve a meaningful retirement

    Follow these five action steps to help you develop a meaningful retirement.
  • Caring for a very elderly parent

    It’s a growing trend: retirees having to care for parents in their 90s and while trying to keep their nest egg from running out. Here’s how some families are managing it.
  • Know the Roth IRA 5-year rule

    Not every Roth IRA withdrawal is tax-free and taking money out too soon can cost you. Here's a close look at what to watch for and when's the best time to use your funds.
  • Tax impact of selling an investment property

    If you’re thinking of selling a property that you bought as an investment, you may want to think again. A sale can trigger a big taxable gain. Here are some possible solutions.