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Retirement Plans

IRS Wishes Baby Boomers A Happy 70 ½ Birthday!

Mark Steber | Posted 07.28.2016 | Business
Mark Steber

Happy 70½ Baby Boomers! It might surprise you to learn that in most cases you MUST start taking money from your traditional IRA, 401(k), and other r...

DIY for Home Improvement - Not Funding Your Retirement | Posted 05.24.2016 | Fifty

The media aren't over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65...

Why Rollover Your Retirement Assets Into an IRA? | Posted 05.04.2016 | Fifty

A 2014 study from Cogent Reports concluded that over 50% of affluent investors with a balance in a former employer-sponsored retirement plan expect to...

If Not Now... When?

Claire N. Barnes, MA | Posted 03.14.2016 | Fifty
Claire N. Barnes, MA

When my twin daughters were in the second grade, they were asked to draw a picture completing this sentence: "My Mom loves to..." Imagine my surprise when my daughter brought home the completed picture with this sentence: "My Mom loves to work."

How To Customize The Retire Overseas Plan That's Right For You

Kathleen Peddicord | Posted 03.03.2016 | Fifty
Kathleen Peddicord

This doesn't have to be all or nothing. You could 'retire overseas' and still spend part or even lots of your time back home. I make the point in case it hadn't occurred to you already.

How to Plan for Retirement When You're Young and Self-employed

Lule Demmissie | Posted 01.07.2016 | Education
Lule Demmissie

Here are three tips to get self-employed Millennials started to ensure long-term goals don't get lost in their entrepreneurial rush to success.

How Your Ego Is Sabotaging Your Retirement

GOBankingRates | Posted 11.04.2015 | Business

By Gina Horkey, Contributor As diligent as you have been about saving for retirement, your ego might have been quietly working against you the whole ...

Fiduciary or Suitability? SecureFamily or Not So Secure? | Posted 09.14.2016 | Business

I have recently seen a spate of advertisements from "" that attempts to discredit the work being done on pending fiduciary rules and ...

Have You Figured Out How Much Money You Need For Retirement Yet?

MoneyTips | Posted 09.07.2016 | Business

Have you figured out how much money you need for retirement yet? If you answered "Yes", then you're preparing for your post-working years. But even if...

Working Part Time in Retirement -- Not Just for the Money

GOBankingRates | Posted 08.14.2016 | Business

With Americans living longer than ever and retiring at the same age as before -- or often electing to retire at an even younger age -- many people will spend a record number of years living in retirement.

7 Questions to Ask Yourself Before Deciding to Retire

GOBankingRates | Posted 07.11.2016 | Business

Few Americans save enough for retirement. Whether due to financial issues or a lack of foresight, a lot of people either don't give much thought to retirement or are unable to save up enough to help them fund their elder years.

Fiduciary Rule: The Real Agenda

Dan Solin | Posted 07.07.2016 | Business
Dan Solin

There's a powerful agenda behind the opposition to the rule proposed by the U.S. Department of Labor (DOL) requiring that advisors to retirement plans be fiduciaries: The securities industry wants to preserve its ability to give conflicted advice. There's a lot at stake.

What Retirement Without Savings Looks Like

GOBankingRates | Posted 06.24.2016 | Business

Trying to retire without any savings in the bank can be difficult, and that difficulty is compounded by other factors senior citizens need to keep in mind as they age, like health issues and mobility.

The Supreme Court Decision in Tibble vs. Edison Is a Game-Changer

Dan Solin | Posted 05.26.2016 | Business
Dan Solin

The Supreme Court issued its decision in Tibble v. Edison International. On its face, the court's holding is unremarkable. In a rare 9-0 decision, it ruled that plan sponsors have a continuing duty to review investments in retirement plans and to decide whether or not to keep or sell them.

The Gobblers -- A Retirement Fable

Claire N. Barnes, MA | Posted 06.25.2015 | Fifty
Claire N. Barnes, MA

Even in retirement, turkeys may be turkeys just to get what they want.

Age Didn't Stop This Woman From Reinventing Her Career Later In Life

The Huffington Post | Kira Brekke | Posted 04.23.2015 | Fifty

Karen Love had worked in the news media industry for over 30 years when, instead of hanging up her hat when reaching retirement age a few years ago, s...

How This Budget-Minded Couple Traveled The World In Retirement

HuffPost Live | Ryan Buxton | Posted 03.13.2015 | Fifty

When it came time for Debbie and Michael Campbell to decide how to spend their golden years, the couple was stumped. They knew they wanted "another ad...

Rep. Wagner Introduces Anti-Investor 'Retail Investor Protection Act'

Barbara Roper | Posted 04.28.2015 | Business
Barbara Roper

If a contest for the most Orwellian bill title were held, Rep. Ann Wagner's newly reintroduced "Retail Investor Protection Act" would be a serious contender. Despite its title, this legislation has nothing to do with protecting retail investors.

Six Reasons to be Thankful for Your 401(k)

Catherine Golladay | Posted 01.18.2015 | Money
Catherine Golladay

Now is the time when most of us start reflecting on all we have to be thankful for - including friends, family and good health. But what about your financial health? If you're one of the 74 percent of full-time, private sector employees with access to a workplace retirement savings plan*, count your blessings.

How to Save for Retirement: 5 Essential Savings Accounts to Consider | Posted 01.10.2015 | Money

With the decline of defined benefit plans (e.g., pensions), saving for retirement is something most Americans are left to figure out on their own.

Retirement Class Warfare Is Coming to America | Posted 11.17.2014 | Money

A 2014 Retirement Confidence Survey (RCS) conducted by the Employee Benefit Research Institute showed Americans are increasingly confident in their ab...

How to Reduce Last Year's Tax Bill by 25 Percent

Mike Branch, CFP | Posted 06.01.2014 | Small Business
Mike Branch, CFP

The IRS allows small businesses, even those with as few as one employee (you), to establish retirement plans. This may allow you to reduce last year's taxable income.

What You Should Know About 401(k) and IRA Changes in 2014

MyBankTracker | Posted 02.17.2014 | Money

Next year will bring subtle changes to 401(k) and IRA rules. There will be one shared change for both retirement plans that introduces a bigger saver's credit threshold which should please many more people.

Are You Ready for a Senior Center?

Jane Giddan and Ellen Cole | Posted 01.25.2014 | Fifty
Jane Giddan and Ellen Cole

New to town, eager to meet people and explore new activities in my post-retirement era, I searched the local newspaper for clues to previously unexplored terrain.

Maverick Financial Advisor is Warning Businesses About the Dangers of 401(k) Plans

Ilana Greene | Posted 11.07.2013 | Money
Ilana Greene

His mission is to not only to expose the true nature of how the industry operates, but also to share the message of capitalism and the truth about central economic planning which he believes is the root cause of so many people's retirement planning challenges.