Retirement
Smart, focused guidance on all aspects of retirement planning and spending.
News Article
The IRS extends deadline for 401(k) rollovers
- By Laura Saunders,
- The Wall Street Journal
- - 08/25/2016
Great news for retirement plan participants: if miss the rollover deadline, you may be able to receive a waiver from the IRS.
News Article
Figure out how much guaranteed income you'll need
- By Walter Updegrave,
- CNNMoney.com
- - 08/31/2016
You should be able to decide the right balance of annuities for your retirement savings by asking yourself these three key questions.
News Article
Beware these common Medicare mistakes
- By Kimberly Lankford,
- Kiplinger
- - 08/24/2016
Signing up for Medicare can be quite a complex process, but due diligence can help you avoid costly missteps along the way. Here are 11 common ones to avoid.
Saving for Retirement
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4 ways to make the most of an inherited IRA
Inheriting an IRA comes at a tumultuous time in life, when you're dealing with the death of a loved one. But decisions you make about how to handle the account can make a big difference. -
Saving for retirement and college tuition all at once
It's a dilemma that parents have struggled with for years but it's only gotten more difficult: Saving for skyrocketing college tuition for the children and longer retirements for themselves — at the same time. -
How to reverse your 2015 Roth IRA conversion
Having second thoughts about your 2015 Roth IRA conversion? Consider these money-smart reasons to transfer the amount back to a traditional IRA before next month's deadline. -
Financial decisions that can cost you in retirement
Planning for retirement is hard enough. Don't make it harder with poor financial decisions. Avoid these money mistakes now, so you don't regret them later.
401(k)
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Saving for retirement and college tuition all at once
It's a dilemma that parents have struggled with for years but it's only gotten more difficult: Saving for skyrocketing college tuition for the children and longer retirements for themselves — at the same time. -
Financial decisions that can cost you in retirement
Planning for retirement is hard enough. Don't make it harder with poor financial decisions. Avoid these money mistakes now, so you don't regret them later. -
Figure out how much guaranteed income you'll need
You should be able to decide the right balance of annuities for your retirement savings by asking yourself these three key questions. -
Roll over after-tax 401(k) money to a Roth IRA
Retirement savers with after-tax money stashed in a traditional 401(k) or a Roth 401(k) account get an official reprieve from the IRS.
Getting Ready to Retire
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One year to go: 7 essential steps before retirement
It’s marked on your calendar — retirement is just one year away. Are you ready? With a big life change like this, you’ll want to be sure you’ve done enough research. This checklist can help you prepare. -
Financial decisions that can cost you in retirement
Planning for retirement is hard enough. Don't make it harder with poor financial decisions. Avoid these money mistakes now, so you don't regret them later. -
The trouble with an all-stock strategy
Investing all your retirement money in stocks may work for some investors, but could you handle the financial – and emotional – ups and downs? For a better approach build a plan based on three factors. -
Beware these common Medicare mistakes
Signing up for Medicare can be quite a complex process, but due diligence can help you avoid costly missteps along the way. Here are 11 common ones to avoid.
Living in Retirement
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How retirees can prosper from preferred stocks
Today’s low yields make it harder to find a solid stream of retirement income without taking on added risk. If you’re willing to do the research, preferred stocks may be part of the answer. -
How retiring abroad affects Social Security
You're retiring to that Italian villa of your dreams. Now it's time to think about your Social Security benefits and Medicare. See what experts say about this and other financial questions. -
Older workers often left behind in the economic recovery
Six years after the Great Recession ended, jobless older workers are the forgotten story of the economic recovery. The job numbers may look good on the surface, but dig deeper and a different story emerges. -
The new retirement: 70% want to work as long as they can
The American ideal of retirement is changing. Seven out of ten people say they want to work as long as possible, and far fewer people are seeking to retire in their 50s, a recent survey shows.
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