Retirement Planning

What Happens as You Get Older
Retirement Living

What Happens as You Get Older

Rosanne M. Leipzig, MD, PhD | March 18, 2023

As a geriatrician who has spent 40 years treating older patients, Rosanne M. Leipzig, MD, PhD, hears the same question…

The Golden Age of Unretirement
Retirement Living

The Golden Age of Unretirement

Kerry Hannon | March 9, 2023

Football legend Tom Brady announced his retirement in February 2022, then announced his return to the sport in March. (Update:…

Lessons From People Who Hate Retirement
Retirement Living

Lessons From People Who Hate Retirement

Ernie J. Zelinski | December 19, 2022

If you haven’t heard the stories first-hand, you probably “know somebody who knows somebody” who thought they were embarking on…

Best and Worst States for Retiree Health Care
Retirement Living

Best and Worst States for Retiree Health Care

Jeff Smedsrud | June 18, 2022

Choosing where you will live in retirement isn’t just about picking a state with low taxes and lots of sunshine.…

Pros and Cons of Today’s Most Popular Retirement Locations
Retirement Living

Pros and Cons of Today’s Most Popular Retirement Locations

Dave Hughes | March 1, 2022

No retirement location is perfect. Be sure to take into consideration weather, economy, health services and more. Here are some popular places today—and the pros and cons.

Secrets To A Happier Retirement
Retirement Living

Secrets To A Happier Retirement

Wes Moss | March 1, 2022

Conventional wisdom says that planning a successful retirement is all about financial security—you focus on saving and growing a nest…

The Financial Benefits of Staggered Retirement
Retirement Living

The Financial Benefits of Staggered Retirement

Dana Anspach, CFP | October 1, 2021

Many two-income couples assume that they’ll retire at the same time and then transition to a new chapter in their…

How to Avoid 5 Social Security Surprises That Could Cost You Big
Retirement Planning

How to Avoid 5 Social Security Surprises That Could Cost You Big

Cindy ­Lundquist | July 15, 2021

Beware these hidden traps among the Social Security rules. They could cost you big, but here’s how to keep that from happening.

Traditional IRA vs. Roth IRA: Which Is Better for Retirement Savings
Retirement Accounts

Traditional IRA vs. Roth IRA: Which Is Better for Retirement Savings

Anqi Chen | June 15, 2021

Traditional IRAs allow pre-tax contributions and tax your withdrawals; Roth contributions are with after-tax dollars and withdrawals are tax free. What’s the right type for you?

For Retirement Withdrawals, 3% is The New 4%
Retirement Planning

For Retirement Withdrawals, 3% is The New 4%

David Blanchett, PhD, CFP, CFA | May 15, 2021

Low interest rates mean you have to cut back on your withdrawals to avoid running out of money before you die.

Great Time for a Roth Conversion, But Ask Yourself 3 Questions First
Retirement Planning

Great Time for a Roth Conversion, But Ask Yourself 3 Questions First

Ed Slott, CPA | August 25, 2020

The stock market crash may have put you in position to take advantage of a Roth conversion. Here’s how to know.

Secrets to Lowering Your Taxes in Retirement
Retirement Planning

Secrets to Lowering Your Taxes in Retirement

July 15, 2020

Here are several strategies—including those that go against conventional wisdom—that will help you dramatically reduce taxes you owe the government in retirement.

How to Protect Inherited Retirement Accounts Under New Federal Law
Retirement Planning

How to Protect Inherited Retirement Accounts Under New Federal Law

Ed Slott, CPA | May 26, 2020

Although the new federal law called the Secure Act provides many advantages for people with retirement accounts

401(k) vs. IRA Early Withdrawal Mistakes
Retirement Planning

401(k) vs. IRA Early Withdrawal Mistakes

Ed Slott, CPA | March 30, 2020

In a financial crunch? Consider an early withdrawal from your retirement account but beware of these mistakes.

What’s On Your Second Bucket List?
Aging for Beginners

What’s On Your Second Bucket List?

Adriane Berg | February 25, 2020

Go beyond the “insta-moments” when you travel with these ideas for pursuing hobbies abroad, meeting like-minded people and connecting with local culture.