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Is Your Retirement Portfolio a Tax Bomb?
retirement planning A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retirement, resulting in huge tax bills and Medicare surcharges. Here’s what you need to know, and what you can do about it.
Retirement Planning: One Size Doesn’t Fit All
For the most important financial decision of your life, you need a plan that’s tailored especially for you, rather than simply following rules of thumb.
A joint Kiplinger-Athene poll reveals a new way of defining retirement security
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The Divorce Gap: Unique Retirement Issues for Women Over 50
The shocking loss of income and retirement savings that disproportionately affect divorced women is a big challenge – especially for those over 50.
By Stacy Francis, CFP®, CDFA®, CES™ • Published
4 Steps for Managing Income Withdrawals in Retirement
Investing for Income How Roth IRA conversions can help you minimize your taxes in retirement, extending the life of your savings.
By Kyle Hammerschmidt, Investment Adviser • Published
As the Market Falls, New Retirees Need a Plan
retirement If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.
By David Rodeck • Published
Retirees: Your Next Companion May Be a Robot
happy retirement Robots may help fill the gap left by a shortage of humans to help older adults live independently.
By Alina Tugend • Published
I’ve Inherited a Lot of Money. Now What?
estate planning First, put all major decisions on hold. A financial planner can help you come up with a plan that addresses your goals, dreams and needs.
By Erin Hadary, CFP®, MBA, CAP®, CeFT® • Published
Looking for the Best Rate on a Fixed Annuity? Shopping Around Really Pays Off
annuities Some annuities pay significantly more than others, so doing your research to compare rates and keeping key factors in mind can score you a much better deal.
By Ken Nuss • Published
Social Security Is Pushing You to Work Longer – Can You Still Afford to Retire Early?
social security To get your full Social Security benefit, you may have to work longer than you’d like. If you really don’t want to wait to quit work and start taking benefits, you’ll need a plan that compensates for a smaller monthly check.
By Vincent Birardi, CFP®, AIF®, MBA • Published
Using Your 401(k) to Delay Getting Social Security and Increase Payments
retirement Your 401(k) can be a bridge from retirement to higher monthly income.
By Elaine Silvestrini • Published