Retirement-planning
Latest
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Eight Tips for Managing Fluctuating Income
Your income might not be regular, but your saving, budgeting and financial planning can be. Business experts offer ideas to manage issues associated with fluctuating income.
By Anthony Martin Published
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Goals-Based Retirement Planning Is All About You
Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement.
By Cosmo P. DeStefano Published
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Why Do People Retire in Florida? 9 Things You Must Know
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt Published
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11 Things You Need to Know About Medicare
Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos Last updated
Medicare -
Should You or the Trust Pay a Trust's Income Taxes?
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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How to Score a Hole in One With Your Retirement Planning
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from there.
By Evan T. Beach, CFP®, AWMA® Published
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Is Your IRA an IOU to the IRS? Three Retirement Tax Strategies
These steps, including converting to Roth IRAs, using a Roth 401(k) and leveraging life insurance and annuities, can help reduce your taxes in retirement.
By William Decker, Investment Advisor Representative Published
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One Retiree's Story of How She Built Her Retirement Nest Egg
One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference.
By Michael Aloi, CFP® Published
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Roth 401(k) vs. 401(k): Which Is Right for You?
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
By Adam Shell Published