Retirement

Latest Articles

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  One of the least populated states should be America’s hottest retirement destination — here’s why

  The reasons should inform how, and where, you end up spending your retirement.

  3 min read Jul 24, 2018
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  Bankrate study: Seniors’ incomes in 47 states don’t go far enough

  Bankrate finds retirement incomes are inadequate in all but 3 states. 

  7 min read May 23, 2016
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  Do I get my late spouse’s Social Security?

  Grief can be followed by disappointment when survivors benefits are misunderstood.

  2 min read Jul 22, 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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  Waive 60-day IRA rollover requirement?

  It’s not easy, but you can apply to the IRS for a waiver of the 60-day IRA rollover rule.

  3 min read Mar 13, 2014
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  Can’t avoid tax on early 401(k) pay

  A 401(k) hardship withdrawal will nick you twice — once in taxes, and again in a penalty fee.

  1 min read Sep 04, 2009