|
< Return to CommonWealth Tips
Retirement Savings and Management
- Four Tips for the New Retirement
- A recent study found that 67 percent of middle-income baby boomers are expecting a retirement that is different from the one their parents enjoyed. The study, performed by the Bankers Life & Casualty Company Center for a Secure Retirement, found...
- Live Well in Retirement
- Are you concerned about being able to pay for a secure and happy retirement? Well, there is some good news to ease your mind: there are many day-to-day costs that retirees typically don’t face, such as commuting to their job, buying a...
- Early Retirement Plan Withdrawal Packed with Penalties
- The money you’ve built up in a retirement savings account can look awfully tempting at times, particularly in an uncertain economy. If you have no choice but to withdraw from a retirement account, you will find that it can be a costly...
- Spend Wisely in Retirement
- The good news: we’re all living longer. The bad news: we’re all going to have to come up with a way to pay our living expenses for our longer lives. A good financial plan must ensure your retirement income lasts as long as you do....
- Retirement Planning Options for the Self-Employed
- More than 9 million self-employed people are not covered by a retirement plan, according to the U.S. Small Business Administration. Many of these people are business owners who may be hoping to retire on the profit they expect to make from...
- Understanding Your Mutual Fund Expenses
- U.S. investors have close to $12 trillion socked away in mutual funds, according to the Investment Company Institute. About 44 percent of U.S. households—or roughly 90 million investors—have a mutual fund investment. Despite a surge...
- Financial Considerations for Retirement Relocation
- The nation’s 78 million baby boomers are beginning to turn 65. Once they stop working and no longer need to live in their current location for professional reasons, many will pull up stakes and move elsewhere. The Pennsylvania Institute of...
- Taking the Worry Out of Your Future Finances
- More than a quarter of U.S. workers say they’re not confident about their ability to afford a comfortable retirement. That statistic has reached its highest percentage in two decades, according to an Employee Benefit Research Institute...
- Conversion to a Roth IRA: Is it Right for You?
- Roth IRA conversions have been a hot topic this year as new rules made 2010 the first year that there is no income limit for Roth IRA conversion eligibility. Because of that, many taxpayers have access to a Roth IRA for the first time.
How...
- Do Your Retirement Plans Need Retooling?
- Where does your retirement plan stand? Some people, who persistently avoid the subject as something to consider in the future, fail to set aside enough money to fund a healthy and happy retirement. Others, who saved diligently over time, may have...
|
