Retirement

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

Saving for Retirement

  • 8 dividend ETFs for retirement income

    Income-generating exchange-traded funds are attracting investors looking for ways to live off dividends in retirement. What follows is a list of eight dividend-oriented ETFs with income potential.
  • Leaving your grandkids a Roth IRA windfall

    Giving your grandchildren money and gifts is nice. Leaving them with the means for a financially secure future is even better. This guide provides the ins and outs of leaving a legacy through a Roth IRA.
  • Finding the right amount of stocks for your 401(k)

    Choosing the best asset mix depends on risk tolerance, the size of your portfolio, and when you plan to retire. Here are four stock allocation recipes and ideas on how to determine what works for you.
  • 6 great dividend stocks for retirement income

    Dividend stocks are so popular they are starting to look pricey. For retirees who want to grow their savings, this list offers a mix of high-yield and dividend-growth stocks.

401(k)

  • Finding the right amount of stocks for your 401(k)

    Choosing the best asset mix depends on risk tolerance, the size of your portfolio, and when you plan to retire. Here are four stock allocation recipes and ideas on how to determine what works for you.
  • What women need to know about money

    From celebrities to executives, there's a gender gap putting women at a monetary disadvantage. That makes it even more important for women to create a financial safety net to last a lifetime.
  • Monthly pension payments vs. lump sum

    Choosing whether to take your company pension in monthly payments or a lump sum is not an easy decision to make. Knowing the pros and cons of each option can help you decide.
  • 8 surprising things to know about retirement

    You've been preparing for retirement for many years. As the big day approaches, shift your focus to the details and beware of these eight unexpected twists along the way.

Getting Ready to Retire

  • When a Roth IRA conversion makes sense

    Switching to a Roth IRA may come with a tax hit, but in some instances it can have big advantages. From retirement to military deployment, here are six situations when converting makes sense.
  • 8 surprising things to know about retirement

    You've been preparing for retirement for many years. As the big day approaches, shift your focus to the details and beware of these eight unexpected twists along the way.
  • 'Safe' investments that yield 5-7%? Beware

    If you're seeking safe investments for retirement that also sport high yield, be careful; there are several important factors to keep in mind.
  • Retiring? Here's what to do with your 401(k)

    Should you leave your retirement savings with your former employer or roll them over to an IRA? That's the mental tug-of-war most workers face at the end of their career. When it's your turn to decide, consider these factors first.

Living in Retirement