Latest Retirement Planning Articles
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Why a 401(k) Alone Isn’t Enough for a Comfortable Retirement
A 401(k) is a tax-advantaged, employer-sponsored retirement account designed to provide a steady income in retirement. It allows for annual contributions with additional limits ... -
Tips to Structure Your Portfolio at Retirement Age 65
Transitioning from wealth accumulation to wealth distribution at 65 is a notable phase in retirement planning. This shift marks where the focus moves from ... -
Things to Keep in Mind When Checking Retirement Preparedness
At each stage of life, your level of retirement preparedness will vary and must be continuously evaluated. Regardless of your age, it is essential ... -
How to Plan for the Three Phases of Retirement
Your retirement years are not all going to be the same. The early years will vastly differ from the ones that come later. Retirement ... -
Tips to Make Your Retirement Savings Last a Lifetime
Planning for retirement raises the critical question – how long will my money last in retirement? The uncertainty surrounding this question can be daunting. ... -
New Rule for Investment Advice About 401(k) Rollovers: How Does it Impact You?
A rollover refers to the transfer of your funds from one retirement account, such as a 401(k), to another, such as an Individual Retirement ... -
Understanding After-Tax 401(k) Contributions and Their Benefits
While the 401(k) retirement account is an effective option for saving for your golden years, it comes with some limitations, the primary one being ... -
Earning Over $345,000? Learn about 401(k) Income Limits and How to Maximize Your Contributions
Most employees use a 401(k) plan as part of their office benefits. The 401(k) is an employer-sponsored plan offered by many companies, both large ... -
Should You Downsize Now if You are Thinking of Retiring Early?
A lot changes when you retire, from your daily routine to your expenses. Your children are likely to move out during this time as ... -
How To Prevent a Forced Retirement
Despite laws against mandatory retirement based on age, older employees are often nudged out of their roles prematurely. This is exacerbated by economic downturns ...
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.