Retirement Planning
All contributors in Retirement Planning
Converting from a Traditional IRA to a Roth IRA
In: Retirement Planning (general)
By: Mark Dennis
Converting from a traditional IRA to a Roth IRA can have significant tax advantages. However, the conversion may not benefit everyone. more...
Is It Time for Voluntary Early Retirement?
By: Joseph Leung
Many jobs demand 24/7 of time and energy, even away from work. Taking an early retirement from the current job may offer the time needed to refocus on career aspirations. more...
By: Joseph Leung
With careful planning, taking an extended sabbatical to realign career goals, to travel, or to spend time with family can be within reach earlier than most workers think. more...
How to Get a UK State Pension Forecast
In: Retirement Planning (general)
By: Carol Finch
Not all UK individuals qualify for the full State Pension. An early forecast of benefits may be worth getting. This allows the individual to see if they need to top up. more...
How to Save for Retirement & Build Pension Funds
In: Retirement Planning (general)
By: Carol Finch
UK consumers have a few options when it comes to building pension & retirement funds. What does the state provide and how can the individual best save for retirement? more...
Planning Social Security, Pension, & IRA Income
By: James Brumley
As Social Security and pension payouts shrink, workers will rely more on individual retirement accounts, or IRAs. Here's where retirement income will come from. more...
By: John Wu
Retirees need to decide whether or not to take a lump sum payment from their pension. In many cases, the disadvantages of a lump sum far outweigh the benefits. more...
How to Retire Without Running Out of Money
By: Mark Dennis
A challenging economy and dwindling retirement pensions have people wondering how long their retirement money can last. Investment income is more important than ever. more...
An Equity Release Plan Offers Retirement Income
In: Retirement Planning (general)
By: Iain Manson
Financial planning for retirement is tricky: income diminishes just as leisure increases. Why not use an equity release plan to free some capital tied up in the home? more...
Retirement Plans for the Self-Employed
In: Retirement Planning (general)
By: James Brumley
Standard individual retirement accounts or Roth IRAs are not self-employed business owners' only options. Qualified, tax-friendly plans offer higher contribution limits. more...
What Does it Take to Retire Early
In: Retirement Planning (general)
By: Natalia Jones
Middle aged folks may have the energy to pursue their hobbies but retirees usually have the money. Can the two ever coincide? The answer is yes! more...
A 457b retirement plan is a tax deferred plan offered to government employees and employees of qualifying tax exempt organizations. more...
How to Apply for Social Security Benefits
In: Retirement Planning (general)
By: Diana Braun
Timeframes, instructions and tips on applying for Social Security benefits. more...
How to Find a Single-Purpose Reverse Mortgage
In: Retirement Planning (general)
By: Suzanne Bechard
The single-purpose reverse mortgage is designed to help low to middle income seniors with sufficient home equity pay property taxes or make necessary home repairs. more...
