Retirement

Retirement

Featured Income Money News

Fed’s Dreams Of Beating Inflation May Turn Out To Be Gold’s Worst Nightmare

While investors remain happy-go-lucky, fundamental data for gold and silver is now worse than in 2021. Is this the last chance to come back to earth? As another week comes to a ...
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Annuities Featured Income Retirement

Why rising interest rates threaten bond funds

Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...
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Featured Money News Retirement

SECURE Act 2.0 Passes the House: Which Retirement Plan Rules Would Change?

KEY TAKEAWAYS SECURE Act 2.0 passed the U.S. House of Representatives on March 29, 2022. SECURE Act 2.0 would make changes to employer-sponsored retirement plans to expand coverage ...
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Featured Income Lifestyle Money Retirement

Views Why good retirement planning is about much more than money

When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
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Featured Retirement Taxes

Required Minimum Distribution Confusion in 2022

Required minimum distributions have gotten a little bit trickier in 2022. Joining me to discuss what you need to know is tax and retirement planning expert, Ed Slott. ...
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Featured Retirement Taxes

10 Ways to Reduce Taxes on Your Retirement Savings

There are a variety of tax deductions and credits available to people who save for retirement. But you could incur tax penalties if you don’t use these accounts ...
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Income Lifestyle Money Retirement Social Security

A Harvard-trained economist says ‘early retirement is one of the worst money mistakes’—here’s why you’ll ‘regret’ it

As an economist, pulling punches isn’t in my DNA. So, I’ll be blunt: For most Americans, early retirement isn’t just a decision to take the longest vacation of their lives — ...
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Featured Retirement

Factoring Inflation Into Your Retirement Plan

Right now, inflation is top of mind for everyone, perhaps especially retirees. Inflation is important. But it is only one of the risks that retirees have to plan ...
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Annuities Featured Income Retirement

Opinion: Retirees with annuities have more fun

OK, so it’s not exactly “fun.” But a new report says retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to ...
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Featured Insurance Retirement

8 Things to Know When Choosing a Medicare Plan

The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it may be hard to change your mind. Read more ...
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