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Retirement

7 Vital Retirement and Estate Rules Baby Boomers Need to Follow Now

7 Vital Retirement and Estate Rules Baby Boomers Need to Follow Now

  • Tickers in this article:
  • PRU
  • AIG

Hire an expert, review your documents regularly and don't rely on just a will to accomplish your goals are among the highlights of sound estate planning.

02/27/15 - 03:00 PM EST

3 Buy-Rated Dividend Stocks: TCPC, HIHO, LOAN

These 3 dividend stocks are rated a Buy by TheStreet

02/27/15 - 10:30 AM EST

Why the Qualified Longevity Annuity Contract Is a 'Game Changer'

Why the Qualified Longevity Annuity Contract Is a 'Game Changer'

The Qualified Longevity Annuity Contract, or QLAC, is a 'game changer’ worth exploring, said Stan Haithcock, author of 'The Annuity Stanifesto.'

02/12/15 - 12:13 PM EST

Add Energy Stocks to Your Retirement Fund--'It's a Great Time'

Add Energy Stocks to Your Retirement Fund--'It's a Great Time'

Don't let fuel price fluctuations scare you away from energy stocks. Financial advisors say now is the time to add them to retirement investments.

02/02/15 - 10:01 AM EST

Schwab: Target-Date Funds Taking Over Employee Retirement Plans

Schwab: Target-Date Funds Taking Over Employee Retirement Plans

  • Tickers in this article:
  • SCHW

Target-date funds are taking over 401(K) plans as employers increasingly make them the default option in retirement plans.

01/29/15 - 12:25 PM EST

Why You Need to Plan Your Retirement 5 Years in Advance

Why You Need to Plan Your Retirement 5 Years in Advance

Want a happy retirement? Here's why you need to plan well in advance.

01/15/15 - 04:34 PM EST

Millennials Turn to Bank of Mom & Dad for Investment Advice, Too

Millennials Turn to Bank of Mom & Dad for Investment Advice, Too

Millennials are working out their financial planning ideas -- and they're consulting their parents first. Here's why.

01/09/15 - 10:35 AM EST

2015 401k Limits and Other Numbers That Will Impact Your Wallet

2015 401k Limits and Other Numbers That Will Impact Your Wallet

A new year is upon us, and 2015 has plenty in store for your wallet.

12/29/14 - 04:18 PM EST

Dump Portfolio Losers, 1 of 4 Ways to Fix Your Retirement Plan

Dump Portfolio Losers, 1 of 4 Ways to Fix Your Retirement Plan

Here are four crucial ways to change your retirement planning in 2015.

12/24/14 - 03:15 PM EST

Uncertainty Drives More Millennials to Check Out Obama Pension Accounts

Uncertainty Drives More Millennials to Check Out Obama Pension Accounts

A full 78% of Millennials would enroll in a myRA if eligible, according to a recent BlackRock survey.

12/18/14 - 12:53 PM EST

Target-Date Funds Need Depth & Breadth, Says CEO of Global Index Advisors

Target-Date Funds Need Depth & Breadth, Says CEO of Global Index Advisors

Target-date funds enable employees to become better savers, explained James Lauder, CEO of Global Index Advisors.

11/21/14 - 04:53 PM EST

Tax and Retirement Tips You Must Not Forget Before Year End

Tax and Retirement Tips You Must Not Forget Before Year End

If you're eligible to convert your IRA to a Roth IRA, do it before the end of the year, said Ed Slott, founder of Ed Slott and Company.

11/21/14 - 03:53 PM EST

Tax and Retirement Tips You Must Not Forget Before Year End

Tax and Retirement Tips You Must Not Forget Before Year End

Make sure you convert to a Roth IRA before the end of the year, said Ed Slott, founder of Ed Slott and Company.

11/21/14 - 01:46 PM EST

If You’re a Baby Boomer, Here Are the 12 Worst Cities to Retire

If You’re a Baby Boomer, Here Are the 12 Worst Cities to Retire

Some of the worst cites for retirees are in warm weather states like Florida and Arizona, according to a new report.

11/20/14 - 10:29 AM EST

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