Latest Retirement Planning Articles
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Health Savings Account (HSA) and Its Impact on Savings for Retirement
Most Americans think of a Health Savings Account (HSA) as a way to help cover medical bills. Swipe your HSA card at the pharmacy, ... -
How Roth IRA Fees Affect Your Return on Investment
Fees! They can be the bane of many retirement accounts. They cost you money, which is never fun, and they eat into your returns, ... -
What Happens to a 401k Inheritance After One’s Death?
When you think of estate planning, your mind probably jumps straight to wills, trusts, or maybe even a power of attorney. But what happens ... -
What The $1000-a-Month Rule For Retirement Really Means
When you are working, you have a fairly predictable income. Your salary arrives every month, and you know how much you can spend, save, ... -
Retirement Healthcare Expenses That Medicare Does Not Cover
Most people become eligible to sign up for Medicare three months before they turn 65. While Medicare is a safety net, it does not ... -
Retirement Planning Checklist
Retirement is one of the few life milestones you can’t afford to approach unprepared. It requires building a structure that can sustain your lifestyle, ... -
Importance of Fixed Income Securities for Retirees
The popular 60:40 or 70:30 asset allocation strategy suggests that when you are young, you should invest 60 to 70% of your portfolio in ... -
Importance of Tax Loss Harvesting in Your Retirement Plan
Tax planning is something you need to focus on in retirement. But in retirement, you probably do not want to be buried in tax ... -
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 ...
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.