Retirement
New Tax Rates Mean It’s Time to Rethink Retirement Strategy
Karla Bowsher on January 22, 2018
Most taxpayers will see their tax bill go down during 2018. That could impact which type of account — traditional or Roth — makes sense for you.
Tax Overhaul Tweaks Some Rules for Retirement Accounts
Karla Bowsher on March 3, 2021
The new federal income tax law is not as hard on tax-sheltered retirement plans as feared. But savers and investors should be aware of a couple of changes.
3 Bold Ways Retirees Can Cut Health Care Costs
Chris Kissell on January 7, 2020
Even millionaires can qualify for programs that keep more cash in their wallets.
Ask Stacy: How Do I Invest for Retirement Without Risk?
Stacy Johnson CPA on January 31, 2018
You want retirement savings to grow, but can’t afford to take a bunch of risk: What’s an older investor to do?
A Universal Retirement Lesson From Female 401(k) Millionaires
Karla Bowsher on November 30, 2017
There is one key difference between women and men who have amassed $1 million in their 401(k) accounts. And we could all learn from it.
This Retirement Expense Is Rising Fast — Have You Planned for It?
Karla Bowsher on November 27, 2017
Health care isn’t the only retirement expense that can run you six figures. Long-term care is a separate expense to prepare for — and it’s growing faster than inflation.
Will Congress Limit How Much You Can Save for Retirement?
Karla Bowsher on October 23, 2017
Reports say Republicans might slash your ability to contribute to your 401(k) plan. The president says he won’t let it happen. Here’s what it all means.
Government Says You Can Stash Away More for Retirement in 2018
Karla Bowsher on October 23, 2017
You can put more money into several — but not all — types of retirement accounts next year. Here’s who will be affected, and how much more they can contribute.
15 Worst States for Retirees
Nancy Dunham on October 20, 2017
Before you sink your toes into the white sand beaches of that alluring state or cash into the real estate market in that super cheap one, check out these rankings.
How to Choose the Best Retirement Facility for Yourself or a Loved One
Emmet Pierce on October 19, 2017
Choosing an assisted living community for a loved one that is safe, meets social needs and offers the right level and quality of care can be tricky. Here are questions to ask, and red flags to look for.
11 Places in the World Where You Can Afford to Retire in Style
Marilyn Lewis on October 13, 2017
If retiring in comfort seems like a stretch, consider going abroad where your savings do the stretching. Check out these popular destinations for Americans.
The 3 Biggest Expenses Stopping You From Retiring Sooner
Karla Bowsher on October 4, 2017
The average American household blows most of its income on only three types of costs. How does your budget compare?
4 Big Reasons to Make a Roth IRA Part of Your Retirement Strategy
Kentin Waits on November 5, 2019
Roth or regular? While both kinds of IRAs have their place in retirement planning, here’s why you should consider a Roth.
2 Ways to Retire Comfortably After Raising Kids
Karla Bowsher on September 19, 2017
It is possible to raise children and still save enough money to live well in retirement. But there are only two ways to pull off this feat, a new study concludes.
The Unexpected Benefits of Delaying Retirement
Karla Bowsher on September 14, 2017
Older workers are getting more than money out of their extended time in the workforce. Consider these advantages when weighing whether to delay your own retirement.
This Attempt to Help Hurricane Victims Could Ruin Their Retirement
Chris Kissell on September 12, 2017
Congress might take up legislation that could help hurricane victims today, but imperil their golden years tomorrow.
10 U.S. Cities Where Retirees Can Rent for Less Than $840 a Month
Karla Bowsher on September 1, 2017
You won’t find New York, Los Angeles or Chicago on the list. But you will find smaller cities with a high quality of life.
The 12 States Where $1 Million Will Last Retirees 25 Years
Karla Bowsher on August 28, 2017
In the U.S., $1 million in retirement savings will last anywhere from 12 years to 26 years, depending on where you live. Where does your state rank?
Why More Workers and Retirees Are Paying Income Tax Penalties
Karla Bowsher on August 17, 2017
Uncle Sam has been hitting a lot more tax filers with fines for underpaying taxes. Here’s what independent workers, baby boomers and other investors must know to avoid this fate.
4 Out of 5 Older Women Flunk Retirement Income Literacy Quiz
Karla Bowsher on July 25, 2017
There’s a disconnect between men and women about who makes the household’s financial decisions — and it can be costly for women.
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