Retirement
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Rolling Over a 401(k) Into an IRA
Thinking of rolling over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully.
By Adam Shell Published
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Want to Retire on a Cruise Ship? What to Consider
Before you decide to spend your retirement on the high seas, you might want to think about what you can afford, your ability to adapt to change and more.
By H. Dennis Beaver, Esq. Published
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How to Protect Your Digital Assets From Estate Tax
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.
By Jeffrey M. Verdon, Esq. Published
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An IRA Contribution Option You Might Not Know
IRAs Retirement savings might not have to take a back seat just because your partner doesn't earn income.
By Kelley R. Taylor Last updated
IRAs -
457 Plan Contribution Limits for 2024
retirement plans State and local government workers can contribute more to their 457 plans in 2024 than in 2023.
By Jackie Stewart Last updated
retirement plans -
How to Handle Irrevocable Trust Assets Tax-Efficiently
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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10 to 15 Years From Retirement? Time to Scale Back Risk
Taking a more conservative approach in your portfolio can help make sure that you don’t face a big loss if the market suddenly declines.
By Kevin Wade Published
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Why You Need an Advance Directive
An advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
By Jacob Wolinsky Published
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10 Ways to Generate Retirement Income
Here are some of the benefits and drawbacks of each of these retirement income strategies so you can see which ones might work for you.
By Mike Decker, NSSA® Published