Retirement-plans
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Spring Is a Good Time to Clean Up Your Finances, Too
While you’re decluttering your home for spring, consider also taking a crack at cleaning up your finances and old paperwork.
By Tony Drake, CFP®, Investment Advisor Representative Published
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The 25 Best No-Load Mutual Funds You Can Buy
mutual funds The key to building wealth long-term is buying high-quality, no-load mutual funds run by seasoned stock pickers. Here are our favorites.
By Nellie S. Huang Last updated
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Is a Phased Retirement Right for You?
Want to keep working, just not as hard? A phased retirement may just be the answer.
By Kimberly Lankford Published
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS is delaying certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
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Charitable Remainder Trust: The Stretch IRA Alternative
The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
By Brandon Mather, CFP®, CEPA, ChFEBC® Published
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10 Cheapest Small Towns to Live In
real estate The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows Last updated
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Traditional Retirement Accounts or Roth? How to Choose
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status.
By Rich Guerrini Published
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Have You Reached 59½? Time to Rethink Your 401(k) Options
A rollover IRA might be in order to help protect your retirement savings from potential (and potentially disastrous) market downturns.
By Chris Ballard Published
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Do You Know How to Create a Reliable Retirement Paycheck?
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan.
By Thomas Diorio Published