Paola Peralta
ReporterPaola Peralta is a reporter with Financial Planning.
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When searching for the right plan, it is important that retirees assume their health will one day change.October 18 -
Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.October 16
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Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.October 3
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To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.October 2
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Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.September 19
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If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.September 16
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Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.September 12
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Workers need to have saved a certain amount at a certain age to stay on track for securing their retirement.September 11
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Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.September 5
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Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.September 4
