retire
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Trust Executor Responsibilities: Paying Debts & Taxes Before Asset Distribution
Dear Senior Living Adviser, I am an executor for a trust. The trust clearly lists all the assets it covers. One of the assets is an individual retirement account, which is held at a fi
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Retirement Home Purchase & Lump-Sum Pension: Tax Implications
Dear Senior Living Adviser, I am 61 years old and have been on Social Security disability for the past 18 months. I have a pension from my workplace, and when I am 66 I can take a lump
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Defense Department Considers Further Changes to Military Retirement System
rubberball/Getty ImagesJust months after making sweeping changes to its retirement system, the U.S. Department of Defense — the largest employer in the United States — is eyeing further
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Brexit & Your 401(k): What to Expect & How to React
If ever there ever was a time for not thinking about the money you’ve been stashing for retirement, it’s now.Even before Britain’s decision to exit the Europe
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Find Your Ideal Retirement City: A Personalized Selector
Lund/Marc Romanelli/Getty ImagesIf you’ve planned well, a comfortable retirement is the prize when you break the tape at the career finish line. You may daydream for years about retiring at th
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Best & Worst Cities for Retirement: A Data-Driven Analysis
Maria Teijeiro/GettyImagesEvery year, millions of us decide we’ve had enough of the grind and that it’s time to figure out where to kick back in retirement. While many Americans ultimat
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Investing in TIPS within an IRA: Preserve Your Purchasing Power
Doug Ross/Getty ImagesStock market storms make investors nervous. The raw memories of the 2008-2009 crash and recession still cause angst. But that doesn’t mean that all investments are off th
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Retirement Planning: Navigating the Transition - One Year to Go
No. 1: Plan the transitionJGI/Tom Grill/Getty ImagesAs life transitions go, retirement ranks way up there among the most challenging, both financially and emotionally.Many decisions carry financial a
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Generate Retirement Income with Rental Property: A Comprehensive Guide
© GANNA MARTYSHEVA/Shutterstock.comSome people swear real estate investing is the way to create a comfortable retirement: Buy a piece of property. Find a renter. Collect income while the tenant
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Retiring Early: Is It Possible? Risks and Considerations
© Monkey Business Images/Shutterstock.comMany workers would love to retire in their mid-30s or early 40s to enjoy their youth, health and families. But is this realistic?Retiring super early can
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Record Retirement Savings: Americans Increase Contributions - Bankrate Survey
© Glowonconcept/Shutterstock.comMore Americans, especially younger people, are saving for retirement, and they’re socking away more money as well.As much as 21% of people surveyed are sav
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Early Retirement Costs: 5 Financial Considerations Before You Retire
© bikeriderlondon/Shutterstock.comRetiring early — say, before age 65 — is a dream for many people. That dream, though, comes at a cost. Before you say, “So long
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Top 5 Affordable Countries for Retirement Under $1,500/Month
Retiring well on a tight budget doesn’t have to be a pipe dream if you’re willing to consider living outside U.S. borders. International Living, an information resource for
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IRS Clarifies Tax Rules for After-Tax 401(k) Contributions
Caiaimage/Sam Edwards/Getty ImagesRetirement savers with after-tax money stashed in a traditional 401(k) or a Roth 401(k) account get an official reprieve from the IRS.Recall that in a traditional 40
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5 Retirement Myths to Avoid: Expert Financial Insights
© jjspring/Shutterstock.comRetirement advice often comes across as time-honored gems that must be followed. The fact is, the advice doesn’t apply to everyone. What works for m
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Retirement Reinvented: 70% of Retirees Plan to Work Part-Time
Kitty Felde, 62, loves talking about books with young people. After she retired from radio journalism, she started a Book Club for Kids podcast.Being retired in her early 60s was never part of Kitty
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Social Security Outlook: Millennials Less Optimistic About Future Benefits
If you’re in the youngest generation of workers, you probably think getting Social Security benefits when you’re retirement age is a pretty dim prospect. 29% of younger millennials do n
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Secure Your Retirement: Strategies to Avoid Running Out of Money
© Monkey Business Images/Shutterstock.comThe average life expectancy in the U.S. is higher than ever, and while that is great news, there is a potential downside: Retirees today need to plan on
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Understanding IRA Basics: 10 Key Terms for Retirement Planning
© Kiselev Andrey Valerevich/Shutterstock.comIf you already have an IRA or are thinking of opening one, give yourself a pat on the back. An IRA is a great retirement resource that offers the bene
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WiseBanyan Review: Automate Your Savings & Achieve Your Financial Goals
This editorial content is not provided or commissioned by any of the referenced financial institutions or companies. Opinions, analysis, reviews or recommendations expressed here are the author
retire
- Debt vs. Retirement Savings: Which Should You Prioritize?
- Maximize Your Retirement Savings: 3 Benefits of a Full Roth IRA Contribution
- Understanding Distribution-in-Kind: Definition & Examples
- Understanding Social Security Benefits: A Comprehensive Guide
- Generation-Skipping Trusts (GST): A Comprehensive Guide
- Understanding and Reducing Your Alternative Minimum Tax (AMT)
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SEC's Regulation Best Interest (Reg BI): Investor Protection or Industry Benefit?The Securities and Exchange Commission (SEC) approved new rules for brokers on Wednesday that Chairman Jay Clayton says will improve investor protections. But the new rules – called Regulation...
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Replenishing Your Emergency Fund: A Step-by-Step GuideDepleted your emergency savings? Her...
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Master Day Trading: 6 Expert Strategies for SuccessWith countless people having no option but to remain inside over the past few months and many individuals not raking in as much income as before, a new fashion has surfaced- day trading stocks. Peo...
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Rebuild Your Savings: 5 Proven Money Tips for Financial RecoveryHas the pandemic depleted your savings? Here’s how to build it back up. (iStock) If the last year has taught us anything, it’s that a flush savings account is critical. With millions of America...