Articles in Retirement


Should You Sell Mutual Funds To Buy ETFs?

By Chris Kissell for American workers save and invest for decades, all in hopes of having enough money to retire one day. But when work finally ends, a new concern typically... Read >>


Delaying Required Minimum Distributions from Roth 401(k)s

I will turn 70½ in a few years. Is it true that I have to start taking required minimum distributions from my Roth 401(k)? Is there any way to avoid the withdrawals? You generally do not have to... Read >>


Avoid This RMD Tax Trap

Everyone who owns a traditional IRA must eventually pay Uncle Sam income tax on required minimum distributions. But the rules for calculating RMDs differ depending on whether you're the original... Read >>


Tap Your Portfolio With Taxes in Mind

When it comes to tapping your portfolio during retirement, you have two major goals generating as much income as you can while keeping the lid on your tax bill. A general rule of thumb is to pull... Read >>


Mom Wants To Retire, Pay Off Student Loan

By Dr. Don Taylor, Ph.D., CFA, CFP, CASL for Dear Dr. Don, I had a private student loan that was discharged in bankruptcy. My mom was the co-signer and now she is stuck with... Read >>


Keep an Eye on Finances During a Divorce

Divorce at any age will send tremors through your finances. But when it comes later in life, it's sure to upend even the best laid financial plans. The end of a marriage is the start of a scramble... Read >>


Why These Three Retirement Rules of Thumb are Bad Ideas

What makes a good rule of thumb? It should be memorable, pithy and, above all, useful. It also shouldn't overreach it just gives good guidance. "Measure twice, cut once" is a great... Read >>


Financial Habits Of The Wealthy

By Judy Martel for The secrets to building wealth aren't hidden behind locked doors in the realm of the rich. Plenty of wealthy people make disastrous financial mistakes. But... Read >>


Donate Life Insurance to a Charity or College

Perhaps you have a permanent life insurance policy that you no longer need. Sure, you can cash it out, but if you have altruistic inclinations, you can give the policy to your alma mater or a... Read >>

Joe Young

Follow These 4 Tips To Live Your Retirement On Your Own Terms

Though many Americans love their careers, it is safe to say that retirement is part of American culture, and tens of millions of American workers look forward to that glorious day. But one... Read >>

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