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Retirement

Secure Your 401k, by the Pool

Rebalancing your retirement account is like professionally grooming your brows. It takes minimal time, but keeps your portfolio looking good for months to come. And in this case, you can find financial balance without moving from your poolside...

Planning Karen Klein’s Awesome Retirement

By now you’ve heard about Karen Klein, a 68-year old bus monitor who became an Internet celebrity last week after video surfaced of her being bullied to tears by a group of kids. Someone set up a fundraiser on IndieGoGo, hoping to raise $5,000 to...

Can You Fund a 401k and an IRA?

Here’s a classic retirement question from a reader: I’m in my 30's, and saving about 10% of my salary. Soon I can contribute to my 401k—and they’ll match 100%, up to 5% of my salary. Should I put the whole 10% into my 401k and stop contributing...

My Retirement Repentance 

My name is Jenna, and I threw away SIX GRAND.   Here’s how: I rolled over $4,700 from my old 401k to an IRA—and left it sitting in a money market account.  And it’s been sitting there for three years. Look, IRA rollovers are complicated and...

A Tax-Free Hammock at 65

Imagine you’re about to retire and you’ve got a nice little nest egg saved up. (Way to go!) Obviously, you want to keep as much of your hard-earned cash as possible, while surrendering as little as possible to the IRS upon withdrawal. That’s why...

The One-Fund Plan

If you’re stymied about where to start investing, consider a basic all-in-one fund called a target date fund that puts your financial plan on cruise control. Well, sort of. Let us explain: First, you pick a fund that’s targeted toward your desired...

Rollover Details You Need

When you leave a job, should your 401(k) account go with you? Many financial planners say yes. How come? You can move your 401(k) to an IRA at the brokerage firm or fund family of your choice, presumably giving you more (or better) investment...

The Best Way to Talk About Retirement

Do you and your spouse talk about when you want to retire, how you’re saving for it, and where you’ll spend those allegedly golden years? Probably not. Couples are so out-of-sync when it comes to retirement planning that 73% disagree about whether...

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