Retirement

Latest Articles

• What is a cost-of-living adjustment (COLA)?

  For people living on a fixed income, the COLA is a critical safety net.

  3 min read Oct 13, 2020

  

• Your Social Security check will get bigger in 2021 following 1.3% cost-of-living increase

  In recent years the COLA increase has been rather small or even non-existent due to meager inflation.

  1 min read Oct 13, 2020

  

• If Biden is elected, here’s how your Social Security benefits could change

  The entitlement program has been up against long-standing challenges that’ll be exacerbated by the pandemic.

  6 min read Oct 08, 2020

  

• Roth IRA: How these retirement savings accounts work

  The whole “tax-free forever” part? That’s what turns heads, but the Roth IRA offers other perks.

  3 min read Oct 08, 2020

  

• Hit hard by the alternative minimum tax (AMT)? Here are 6 ways to reduce how much you owe

  While it was designed to catch wealthy tax avoiders, the AMT may unwittingly snare many others too.

  4 min read Oct 02, 2020

  

• Biden’s plan to overhaul 401(k) tax breaks — Here’s why it could create a surge into Roth 401(k)s

  Here’s what you need to know about Biden’s 401(k) plan and how it could impact your finances.

  3 min read Sep 29, 2020

  

• 3 ways to know if your 401(k) portfolio is too conservative

  Here’s how to check if your 401(k) plan is too conservative and what you can do to fix it.

  5 min read Sep 29, 2020

  

• 3 ways to know if your 401(k) is too aggressive

  Here’s how to see if your 401(k) portfolio needs an adjustment.

  5 min read Sep 22, 2020

  

• What is a profit-sharing plan?

  For employees, the benefit is obvious – it allows them to save more.

  5 min read Sep 09, 2020

  

• What is a nest egg and how do you build a big one?

  Because your nest egg is money that you’re saving for a special purpose, you want to carefully protect it.

  3 min read Aug 21, 2020