Retirement

Latest Articles

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  48-year-old has just $6K for retirement

  If you’ve failed to save enough for retirement, don’t keep making the same mistake.

  2 min read May 18, 2015
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  With no heirs, is a reverse mortgage wise?

  With or without heirs, proceed carefully with a reverse mortgage and see a counselor.

  2 min read May 13, 2015
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  Can you afford The Villages?

  Moving to The Villages, the fastest-growing retirement community in the U.S., requires a healthy retirement income.

  2 min read Mar 30, 2015
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  File for Social Security early to invest?

  Taking your benefits before reaching full retirement age might be a mistake. Here’s why.

  3 min read Mar 18, 2015
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  Can a reverse mortgage impact Medicaid?

  A reverse mortgage can affect your Medicaid eligibility for long-term care. Here’s how.

  2 min read Jan 21, 2015
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  401(k) matching contributions: When is the match taxed?

  The 401(k) plan offered by your employer has several tax advantages. Here’s how it works.

  2 min read Jan 06, 2015
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  Fund roth 401(k) and roth ira at the same time?

  Want to go on a retirement savings spree? These two types of accounts are good starts.

  2 min read Nov 12, 2014
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  401(k) catch up contributions at age 50

  Catch-up investing is allowed at age 50. Find out what dollar and time limits apply.

  2 min read Nov 05, 2014
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  Roth conversion subject to five-year rule?

  You need not worry about owing the IRS money on your Roth withdrawals for this reason.

  2 min read Oct 30, 2014
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  How to find unclaimed money

  Tracking down missing 401(k) money isn’t as easy as finding a traditional pension.

  2 min read Oct 16, 2014