Featured
80/20 Is the New 60/40
Aaron Levitt |
The classic 60/40 portfolio has worked for a long time. Nonetheless, the forces at be have the concept falling flat for the new decade. Investors need to rethink.
Retirement Channel
Latest Articles
How to Transition Into a "Phased Retirement" Stage
Justin Kuepper |
Let's look at the concept of phased retirement and how you can use it to maximize your retirement assets.
Retirement: Annuities Are Coming to Your 401(k) Plan
Aaron Levitt |
Several asset managers, plan sponsors and fund providers have begun launching new products for retirement plans designed to be turned into streams of income.
When Time Matters in Investing & Financial Planning
Wayne Anderman, CFP® MBA |
Use time in the market and proactivity in financial planning to your advantage.
Planning to Retire at 62? Here's How to Prepare
Justin Kuepper |
Let's take a look at how you can prepare to retire at 62 without risking your financial or emotional health in later years.
Roth vs. Traditional – How Do I Choose?
Aaron Levitt |
Both traditional and Roth IRA accounts, as well as 401(k) accounts, come with near- and long-term benefits. The question is, how do investors choose which one is right.
Mega IRAs: A Crackdown Is Coming
Aaron Levitt |
With light being shed on the world of mega-IRAs and the ability for upper income earners to use the account type to avoid taxes, changes are coming to the individual retirement account.
5 Big Retirement Tips for Women
Aaron Levitt |
Retirement planning is hard on its own, but women face a different set of challenges.
Could a Portfolio Line of Credit Be Right for You?
Aaron Levitt |
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
A Good Time for Roth Conversions
Aaron Levitt |
By paying taxes today and converting to a Roth account, investors could avoid paying taxes later on and ignore the dreaded required minimum distributions (RMDs).
Navigating the Peak 65 Problem
Aaron Levitt |
For pre-retirees, the concept of Peak 65 is a major looming concern. But it’s one that can be dealt with by implementing careful planning.
Top Performing Target-Date Funds: July 2021
Shauvik Haldar |
Check out our list of top performing target-date funds.
Retirement & Inflation: The Silent Killer
Aaron Levitt |
With measures of inflation recently running higher and closer to historic norms, retirees need to be vigilant about the market force.
How the Thrift Savings Plan Could Redefine Retirement?
Justin Kuepper |
Let’s take a look at how the Thrift Savings Plan, designed for government employees, could provide a blueprint for the rest of America and redefine retirement as we know it.
Savings to Spending: Taking on the Retirement Decumulation Challenge
Aaron Levitt |
Despite being a tough nut to crack, the decumulation challenge can be tackled.
How to Save for Retirement if You’re Self-Employed
Justin Kuepper |
Let’s take a look at some of the best ways for self-employed individuals to save for retirement.
How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper |
Let’s take a look at a few key pieces of advice to stop COVID-19 from derailing your retirement savings and income.
4 Factors Influencing Retirement Income
Justin Kuepper |
Let’s take a look at the four factors that influence retirement income and how the current market environment is affecting them.
Taxable Accounts Make Sense For Investors
Aaron Levitt |
There’s plenty of tax efficiency and flexibility when it comes to using a regular brokerage account.
Liquid Alternatives: Coming To a Retirement Plan Near You
Aaron Levitt |
With recent legislation and new rules from the U.S. Department of Labor, liquid alts could be coming to a retirement plan near you.
Implications of "Best Interest" Rule for Annuities
Aaron Levitt |
With broker-dealers and agents now acting in favor of clients, investors may be more inclined to add annuities to their portfolios.
Getting Familiar With the Safe Harbor 401(k) Plans
Justin Kuepper |
Let’s take a look at the safe harbor provision that applies to these plans and how it affects employees.
How to Make the Most of Your Social Security Benefits
Justin Kuepper |
Let’s take a look at the benefits that Social Security provides and tips on maximizing your benefits.
U.S. Elections: Impact on Retirement Planning
Aaron Levitt |
For investors and their advisors, thinking ahead to what Biden may do is just smart planning.
How Is DOL's Rule on Lifetime Income Illustrations Going to Help You?
Aaron Levitt |
Thanks to new rules, investors will now start seeing revised income projections on a host of their investment accounts.
Is This the Right Time To Consider Annuities?
Aaron Levitt |
While complex and available in many forms, annuities can provide a steady stream of income payments.
Common Retirement Planning Mistakes to Avoid During an Economic Crisis
Justin Kuepper |
Let’s take a look at two common mistakes to avoid during a downturn and three steps that you can take to safeguard your retirement portfolio.
Know the Pitfalls of COVID-19 on Your Social Security
Sam Bourgi |
Social Security was facing a major shortfall long before COVID-19, but the pandemic has accelerated the trend.
How COVID-19 Is Affecting Target-Date Funds
Justin Kuepper |
Let’s take a look at the impact of the COVID-19 pandemic on target-date funds.
Trending: Three Top Performing Retirement Income Funds
Daniel Cross |
Our latest edition of trending funds series features 3 top performing retirement income funds.
Implications of Reg BI for Broker-Dealers and Advisors
Aaron Levitt |
Dubbed Reg BI, the rules are wide and have huge implications for the financial planning community. Read ahead to know more.
The Impact of Recessions on Your Dividends
Aaron Levitt |
Dividend stocks have long been a great recession fighter but not all dividend stocks perform well. Read ahead to learn more.
How Will the SECURE Act Impact Annuities?
Justin Kuepper |
The SECURE Act was signed into law in December to increase access to tax-advantaged accounts and prevent older Americans from outliving their assets.
Should You Hold REITs in Taxable Accounts?
Sam Bourgi |
A REIT is a company that owns, operates or finances income-producing real estate.
Roth IRAs
Daniela Pylypczak-Wasylyszyn |
The basics of an Individual Retirement Account (IRAs).
Retirement, Education & Health Savings Accounts: A Guide
Michael Flannelly |
We look at education savings accounts, retirement savings accounts, health savings accounts and savings bonds.
Featured Dividend Stocks, ETFs, Funds
Overview
Payout
Income
Income Risk
Returns
Allocations
Fees
About
Orient Overseas (International) Ltd. - ADR
OROVY | Stock
$100.00
+3.64%
$12.74 B
44.19%
$44.19
128.05%
-
PJSC Surgutneftegas - ADR - Preference Shares 0%
SGTPY | Stock
$5.19
0.00%
$21.26 B
17.57%
$0.91
-5.81%
-
China Minsheng Banking Corporation Ltd. - ADR
CMAKY | Stock
$4.05
+6.30%
$17.73 B
16.45%
$0.67
-28.06%
-
