Latest Retirement Planning Articles
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What is the Annuity Factor Method?
The annuity factor is a financial metric that helps you determine the present or future value of a stream of payments. In simple terms, ... -
10 Steps to Create a Robust Retirement Investment Portfolio
Building a retirement portfolio is not as complicated as it sounds. In fact, in many ways, it is like cooking a great meal. You ... -
60/40 vs 70/30 Asset Allocation: Which Is Better For Retirement?
60/40 and 70/30 are not complex math equations, even though they might seem so. On the contrary, they are portfolio allocation strategies. These numbers ... -
A-Z Guide on Calculating Required Minimum Distributions
A Required Minimum Distribution, or RMD, is something you will definitely hear about if you are investing in traditional tax-advantaged retirement accounts like a ... -
5 Important Points on Child-in-Care Spousal Social Security Benefits
If you are involved in any legacy or estate planning, there is one thing you should not overlook – child-in-care spousal benefits under Social ... -
How Pensions and Social Security Affect Asset Allocation?
Social Security and pensions can be a big help when you are finally ready to hang up your work shoes. They offer steady income, ... -
How Are Social Security Spousal Benefits Calculated?
Of all the retirement topics couples need to discuss, Social Security should definitely be on the list. While not the ideal date night conversation, ... -
What Millennials Should Rethink About Their Retirement Plans
Retirement has evolved radically. What used to be a well-defined finish line marked by pensions, gold watches, and full Social Security benefits is now ... -
Will I Have to Pay Taxes During Retirement?
Is retirement income taxable? The short answer is yes. Retirement does not mean the end of taxes. The different types of income you receive ... -
Qualified vs. Non-Qualified Retirement Plans: What is the Difference?
Oftentimes, the moment you hear that a government agency is involved in something, your confidence in it usually goes up. You may find the ...
Retirement Guide Categories
Retirement Planning Tips
Explore fundamental financial tips and prepare for a comfortable retirement. Get started on a secure financial plan with these key lessons.
Retirement Plans
Picking the right plan can be overwhelming. Learn more about plans like SEP, 457, and 401k, and help find the most suitable plan for your retirement needs.
401K/ROTH IRAs
Know more about 401K and ROTH IRA investment accounts. Help better maximise your savings by making informed investment choices today.
Estate Planning
Secure a comfortable future for your loved ones by going through our helpful estate planning articles and get a headstart on building a strong estate plan.
Retirement Healthcare
Unforeseen medical expenses could create a dent in your retirement savings. Build a strong healthcare plan today and be prepared for future health emergencies.
Social Security
Social security benefits can provide a helpful financial lifeline when you retire. Explore this category to know how you can use these benefits to your advantage.