Retirement The Best States for Retirees In addition to when to retire, a good question to ask is where.
Retirement Retirement Uses For Your Health Savings Account (HSA) Most everyone knows about the use of an IRA or 401(k) account for retirement, but I suspect few understand that a Health Savings Account can also be considered an important retirement account.
Retirement Reasons To Think Twice About A 72(t) Payment Plan Don't be lured into withdrawing IRA funds before age 59-1/2 by an IRS rule that allows you to avoid the 10% penalty.
Retirement Things You Need To Know About Your Inherited IRA A significant percentage of IRA assets will ultimately go to non-spouse beneficiaries. When these beneficiaries inherit the funds, special rules kick in. You need to know these rules to avoid making a costly mistake.
Retirement Surprising Facts About Retirement Retirement is a topic that regularly makes headlines, and not all of them are encouraging. Americans are living longer than ever before. Here are some of the more startling truths about retirement in the United States.
Retirement What Is Your Ideal 401(k) Contribution? No matter your age, you probably have a lot of questions and concerns about saving for retirement. How to save for it, what options are available, and how much money should you be socking away? Get help determining an ideal 401(k) contribution strategy.
Retirement World's Cheapest and Safest Retirement Countries More people each year choose to retire abroad for a number of reasons. Which countries might you consider for your retirement?
Investing SECURE Act Makes Major Changes in IRA Rules If you are a small business owner, a part-time worker, approaching or over age 70-1/2, a beneficiary of someone's IRA account, or the owner of a 401(k) plan, you MUST read about the changes made by the SECURE Act of 2019.
Retirement How to Plan for Medical Expenses in Retirement A 65-year-old newly retired couple will need $285,000 for medical expenses. Here's how to plan for these expenses.
Social Security Four Unusual Ways to Boost Social Security Benefits There are little-known strategies available that may help you decide when you or your spouse should apply. Here's how to get more from Social Security.
Retirement The Average Retirement Savings By Age A survey of the value of retirement accounts by age group. How do your savings compare to your peer group?
Retirement Withdrawal Of Retirement Assets While we tend to focus on the total value of our retirement assets, once we start to use those assets to fund our retirement an optimal distribution strategy can minimize the impact of taxes and save you money.