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From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty
August 20 -
Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects
August 17 -
One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.
August 16 -
Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.
August 15 -
Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.
August 14 -
Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.
August 13 -
More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.
August 10 -
Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.
August 9 -
82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.
August 8 -
States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.
August 7