Articles On:retirement planning
New Rules on Required Minimum Distributions
Congress late last year revised the rules on required minimum distributions (RMDs) that retirees must ...
Closing the Retirement Income Gap
By the time you reach your 50s, you should start to get a handle on ...
How to Save for Health Care in Retirement
A health savings account provides one of the most-effective strategies to save for health care ...
How a Roth Can Defuse a Retirement Tax Bomb
A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of ...
Plan to Live Long: Retirement Advice
When thinking about retirement it pays to plan to live long, to assume longevity and ...
Retirement: Problems with the 4% Rule
The best-known retirement withdrawal strategy has some weaknesses. Here’s what you should know about the ...
Social Security Decisions Involve Both Spouses
Social Security decisions involve both spouses. Getting the most out of your Social Security benefits ...
Should You Pay Off Your Mortgage Before Retirement?
If you plan to pay off your mortgage before retirement, you’re not alone. But that ...
Does a Lump-Sum Payout Make Sense?
Sometimes a lump-sum payout makes sense when planning for retirement. Many employers that provide defined-benefit ...
RMDs: Are Withdrawals Required If You Keep Working?
Retirement can be a time of juggling finances, but some decisions are made for you. ...
