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Invest In Your HSA Today
Aaron Levitt |
For retirement success, using HSA first could be the best strategy for long-term wins.
Retirement Channel
Latest Articles
The SECURE 2.0 Act Is Coming
Aaron Levitt |
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
How to Manage Inflation in Retirement Portfolios
Justin Kuepper |
Let's look at a few strategies that you can use to manage inflation and interest rate risk in your retirement portfolio.
Why a Bad Stock Market Can Be Great for Retirement Investing
Justin Kuepper |
Let's look at how non-savers can catch up, why existing investors should stay the course, and some tips to keep in mind.
Investors Could See a LIFE-line in Their 401ks
Aaron Levitt |
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Rejoice! We Can Save a Bit More!
Aaron Levitt |
While Uncle Sam’s increases on retirement accounts weren’t as lucrative as previous years, they still offer savers the ability to sock away more
Use a 529 Plan as a Bonus Retirement Account
Aaron Levitt |
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Know the Pros and Cons of Different Retirement Investment Vehicles
Daniel Cross |
We’ll go down the list and break down the most common retirement investment vehicles and help you figure out which one is right for you.
Plan For a Longer Retirement
Aaron Levitt |
Our retirement accounts now may need to last longer. This creates another set of headaches for investors and constitutes a bigger nest egg.
Endings & Beginnings: Performing a Year-End Financial Review & What to Expect in 2022
Wayne Anderman, CFP® MBA |
If we have learned anything over the past couple of years, it is that the foundations of a well-constructed financial plan can save us from ruin when things around us start to crumble.
The 4% Withdrawal Rule May Be Dead
Aaron Levitt |
Thanks to a variety of factors, the standard gauge for safe withdrawals doesn’t hold water.
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.
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.
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