Retirement-planning
Latest
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Is Investing in Mutual Funds Worth It?
It's important to ensure that your funds are truly diversified and not simply duplicates of other funds. Plus, distributions can cause trouble.
By Alex Astin, MBA, CEP®, IAR Published
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How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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Six Biggest Mistakes Made on Retirees’ Tax Returns
Reducing your lifetime tax bill is the goal, so if you or your tax preparer made any of these mistakes, an amended return or better planning might be in your future.
By Evan T. Beach, CFP®, AWMA® Published
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Should Retirees Continue to Invest? Yes, and Here’s How
You might have switched to the spending phase of your retirement plan, but that doesn’t mean you shouldn’t invest any longer, or plan for market volatility.
By Jason “JB” Beckett Published
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How to Have a Happy Retirement
Want a happy retirement? These eight tips for finding your retirement bliss are backed by solid evidence.
By Jacob Schroeder Published
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Your Late IRA Contributions Have a Procrastination Penalty
There’s a 15-month window to make your IRA contribution for any given tax year. The earlier you make it, the more you benefit from the compounding effect.
By Julie Virta, CFP®, CFA, CTFA Published
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Should I Get a Reverse Mortgage? Six Questions to Ask First
The secret to your retirement income could live in your home’s equity.
By Kiplinger Advisor Collective Published
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Estate Planning: Who Needs a Trust and Who Doesn’t?
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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How Autoworkers Can Navigate the Transition to Retirement
Autoworkers retiring today may rely more on 401(k) savings than the traditional pensions of the past. Careful planning is critical.
By Shawn Mueller Published