Retirement-planning
Latest
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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 -
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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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
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Want to Move to France? What to Consider Financially
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning.
By Alex Ingrim, Chartered MCSI Published
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Last updated
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10 Things To Know For Medicare Open Enrollment
Here are 10 key things to know for Medicare open enrollment. Plan ahead before enrollment season begins in October.
By Elaine Silvestrini Last updated
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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What's My Social Security Full Retirement Age?
Social Security The year you were born determines when you become eligible for your Social Security full retirement age benefit. Use our calculator to determine your full retirement age.
By Jackie Stewart Last updated
Social Security