Retirement
Smart, focused guidance on all aspects of retirement planning and spending.
Article
Finding a safe neighborhood to retire in
- By Glenn Ruffenach,
- The Wall Street Journal
- - 06/13/2019
Climate, housing and convenience usually top the list of reasons to retire somewhere, but so should safety. Here's how to find a community where you can feel comfortable.
News Article
Working while collecting Social Security
- By Rachel Hartman,
- U.S. News & World Report
- - 06/05/2019
You can start a new job after you start receiving Social Security benefits, but it could change your eligibility for payments. Here's what you need to know.
News Article
Social Security’s potential crisis
- By Jeff Sommer,
- The New York Times News Service
- - 06/12/2019
For the first time since 1982, Social Security is looking at its first real shortfall. Here’s how a cut could affect you and what could be done to get the program back in the black.
News Article
A laddering strategy to get income for life
- By Mary Kane,
- Kiplinger
- - 05/29/2019
If you find it difficult to hand over a big lump sum for an insurance company to put into an annuity, laddering with smaller purchases could make the decision easier.
Saving for Retirement
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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. -
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.
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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)
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States step in to boost 401(k) savings
Some states are providing a savings option for workers without an employer-sponsored plan. Oregon state treasurer Tobias Read explains how his state's plan is working. -
Getting more control over your health plan
Starting next year, your company can give you tax-free dollars to buy your own health-care plan. It promises more flexibility, but there are potential pitfalls. -
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.
Getting Ready to Retire
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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. -
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.
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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.
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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
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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. -
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.
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