Retirement

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

Saving for Retirement

  • Turning a downturn into an opportunity

    Is your retirement on hold because of the stock market? Here's what near-retirees should do to keep their plans on track.
  • 6 ways to save more this year

    Make 2019 the year you take your savings to the next level. Here are six ways to save more this year.
  • Strategies for choosing a retirement community

    A continuing-care retirement community can be a great place to spend your final years. But there are a number of things to look out for before you make a decision—including the owner’s financials.
  • Key retirement issues on the radar for 2019

    From workplace retirement plans to Social Security, lawmakers and regulators have a lot on their plates in the coming year. Here are four of the most important things you may want to look out for.

401(k)

Getting Ready to Retire

  • Know the tax liability on a ‘backdoor’ Roth IRA

    If you’re a high earner, you can convert a traditional IRA to a Roth through a ‘backdoor IRA contribution.’ In certain cases, the taxes can start to get tricky, so here’s what you might expect.
  • Starting a business in retirement

    For many couples, retirement signals an end to work and a time to kick back. For others, it’s an opportunity to turn their passions into businesses that can provide income and a new sense of worth
  • Mutual funds for a change in market leadership

    A major downturn in 2019 could create a leadership change among market sectors, with value and foreign stocks emerging as potential contenders. Consider these five funds for your portfolio.
  • You may not want to give up on global stocks

    U.S. stocks have been outperforming international rivals for 10 years now. But odds may be increasing that the situation will reverse, which would behoove you to keep a global slice in your portfolio.

Living in Retirement

  • Turning a downturn into an opportunity

    Is your retirement on hold because of the stock market? Here's what near-retirees should do to keep their plans on track.
  • Strategies for choosing a retirement community

    A continuing-care retirement community can be a great place to spend your final years. But there are a number of things to look out for before you make a decision—including the owner’s financials.
  • Starting a business in retirement

    For many couples, retirement signals an end to work and a time to kick back. For others, it’s an opportunity to turn their passions into businesses that can provide income and a new sense of worth
  • 5 retirement issues couples need to discuss

    A lot of things go unsaid among couples, but here’s one thing that shouldn’t: retirement age. Here are five things financial advisers suggest they should consider first.