Home >Articles

Category: Retirement

The Nuts and Bolts of a Roth IRA Conversion

Moving retirement money from a Traditional IRA, 401(k), 403(b), or other tax-deferred account to a Roth IRA is a bit like refinancing a home mortgage: you get long-term benefits, but only if you’re willing to bear
Continue Reading

Gap Between Retirement Confidence and Preparedness Still Very Wide

The number of today’s workers who are confident they’ll enjoy a secure, comfortable retirement continues to be at odds with their actual preparedness, according to the latest annual Retirement Confidence
Continue Reading

Catching Up on Retirement Savings

Way back when, you may have learned this formula in a math or science class:  P=F/A — pressure equals force divided by area.  Think of the difference between a garden-hose nozzle on the "shower" setting and a pressure
Continue Reading

A Road Map to Retirement Plans for Small-Business Owners

Did you know that according to the National Center for Health Statistics, the average 65-year-old man today can expect to live at least 18 more years, while his similarly aged wife can expect to live more than 20 more
Continue Reading

Money Roundup: A Retirement Surprise, What Matters Most When Withdrawing From Retirement Accounts, and More

Our latest picks for the best investing and personal finance articles from around the web — a rare Monday edition since we had strategy updates last Friday.
Continue Reading

The High Cost of Dying

Christians can declare confidently, along with the Apostle Paul, that “to die is gain” (Philippians 1:21). Even so, the end of our mortal lives does carry a cost — literally. Almost everything connected with the death of
Continue Reading

Lessons From an Estate Sale: Simplify!

In the 19 years my wife and I have been married, I never thought of my in-laws as hoarders. They lived in a modest house that did not feel overcrowded with things. However, as we conducted an estate sale this past weekend
Continue Reading

Long-Term Care Insurance Rate Hikes Continue

MassMutual is the latest among many long-term care insurance (LTCI) providers to announce significant rate increases for existing policyholders. The company recently announced plans to seek a whopping 77% rate hike that
Continue Reading

Will Your Retirement Nest Egg Last? How to Use MoneyGuidePro® to Find Out

It’s the paramount question of every retiree: Will my lifetime savings be enough to last through the years ahead? That question is easier to answer than ever before, with help from MoneyGuidePro®, the
Continue Reading

The Rules Have Changed for Reverse Mortgages

In recent years, reverse mortgages have ridden a popularity roller coaster. Once seen as loans of last resort, they came back in vogue in 2010 when a new “Saver” reverse mortgage became available that featured
Continue Reading