10 RMD Mistakes to Avoid

After saving for years in an IRA, 401(k) or other tax-deferred retirement plan, you eventually have to take the money out and pay taxes on it. Most people need...

What to do with your 401(k) plan? Consider moving it to...

Individual Retirement Accounts have been attracting record amounts of assets, even though relatively few people actually contribute money to them. An oxymoron? Not really. The growth of IRAs results from...

Having no plan means having a plan to fail

The recent Washington Post article, "Dying at your desk is not a retirement plan" caught my attention. I recall when I first began creating financial plans in 1986, we...

Why Live Alone in Retirement? Form a Pod Instead

Are you sick and tired of having financial pundits yell at you about not saving enough for retirement? I am. They scare retirees into believing that because the average...

UK regulators launch ad campaign to warn against pension scams

A TV advertising campaign to warn the public about pension scams is being launched by UK regulators as new figures show that victims are losing an average of £91,000...

Helpful retirement planning tips for single women

QUESTION: What retirement planning tips can you recommend to single women? I'm 54 and divorced with a teenage daughter and little saved for retirement. ANSWER: It's an unfortunate reality, but...

YOU Are the Biggest Threat to Your Retirement Plan

People planning to retire often tell me their greatest fear is running out of money after they stop working. They have a valid concern, but the risk is not...

20 Dividend Stocks to Fund 20 Years of Retirement

The conventional approach to funding retirement is to withdraw 4% of your savings in the first year, followed by "pay raises" in each subsequent year to adjust for inflation....

20 Dividend Stocks to Fund 20 Years of Retirement

The conventional approach to funding retirement is to withdraw 4% of your savings in the first year, followed by "pay raises" in each subsequent year to adjust for inflation....

Helpful retirement planning tips for single women

QUESTION: What retirement planning tips can you recommend to single women? I'm 54 and divorced with a teenage daughter and little saved for retirement. ANSWER: It's an unfortunate reality, but...

Young Savers Can’t Assume Roths Are Right for Them

As young Americans try to save for retirement and a financially secure future, one question that often arises is whether it is better to save pre-tax in a traditional...

Study: Richfield one of state’s top tax-friendly places to retire

A recently released study by a private online financial research company ranks the village of Richfield second in determining which Wisconsin communities are the most tax-friendly places for retirees. The...
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