Retirement
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Articles
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... ➡
Smart Strategies for Retirement Income
Just as your life has likely been nothing like your parents’, your retirement probably won’t be either. It’s no longer as simple as signing up for Social Security, collecting your pension, and settling back. You will probably be more active, live... ➡
Act Your Age: A Decade-by-Decade Guide to Saving
Do you have any regrets about how you’ve prepared for your retirement so far? Noooo, not you, right? But maybe you’ve heard from friends that they’d be in better shape if only they had remembered to set up that 401k their 20s…or continued to save... ➡
Got Competing Financial Priorities?
As if trying to meet day-to-day expenses while saving for retirement and paying for college weren’t enough, now many people find themselves increasingly responsible for the physical, emotional, and even financial challenges of caring for aging or... ➡
How Much Do I Need to Retire?
How much money would you need to never have to work again? Helping people like you answer that question is what I spent most of my time figuring out for clients as a financial advisor. With company pensions going the way of the dodo bird and... ➡
What to do with an old 401(k)
If you have a 401(k) or 403(b) at a former employer, you’re likely not sure what to do with it. That’s what we found out in a survey of those who made a job transition—almost a third were unsure of what to do with their workplace saving plan.1... ➡
Ask an Advisor: Help! I'm Running Out of Money
You can take some comfort in the fact that you are not alone. Many retirees, and those saving for retirement, suffered a huge blow when the economy tanked in 2008. In fact, the Employee Benefit Research Institute (EBRI) just published its annual... ➡
