Retirement
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Articles
What is an annuity?
If you’d retired, or were planning to, around 2008 you probably found yourself in big trouble. When the stock market crashed, many people saw their hard-earned retirement nest eggs lose 35 to 40 percent of their value in what seemed like a blink... ➡
Smart IRA withdrawal strategies
Every year, if you’re age 70½ or older, you generally need to withdraw a certain amount of money from your traditional IRA, 401(k) plan, or other workplace savings plan. These minimum required distributions—known as MRDs or RMDs—are usually taxed... ➡
Taking on Retirement's New Normal
Over the course of recent decades, we’ve seen a seismic shift in the nature of retirement. People are living longer. On average, a 65-year-old woman has 23 years to live; a 65-year-old man 20 years.1 And those years are often healthy and active... ➡
How to Rollover Your 401(k) to an IRA
// Got an old 401(k) and not sure what to do with it? In most cases, the best strategy is to rollover your 401(k) to an IRA or Roth IRA. This way you can have more control and a wider variety of... ➡
The Market’s at Record-Highs—Time to Buy or Bail Out?
The Dow Jones Industrial Average and S&P 500 indexes have reached their highest levels since 2007. Good news! The bad news is that it is too late to get in, right? Not necessarily. It’s true that the rapid rise of the major market indices has... ➡
Reasons to Rollover Your 401(k)
// So you're leaving, or you've left, a job? What should you do with your 401(k)? In most cases, the best strategy is to rollover your 401(k) to an IRA or Roth IRA. This way you can have more... ➡
Ways to Reduce Taxes on Investments
Overlooking the potential impact taxes can have on investment returns is one of the most common mistakes investors make—especially high-net-worth ones. It can cost you. According to Morningstar, those who didn’t manage investments with taxes in... ➡
IRA vs. 401(k) - What's the Difference?
Thinking of saving money for your golden years? Good thinking. You’re never too young to start stuffing the coffers. Two popular retirement investment vehicles worth considering are the 401(k) and the traditional IRA (or individual retirement... ➡
