Get a tax analysis to help strategize the right solutions for your current retirement plan. 5. Review the risk in your portfolio How much risk do you have, and how much risk do you want?

Planning for retirement is easier in some ways for married couples than it is for single adults. 1. How do you envision your ...

However, before you decide to bring your pensions ... You might have plenty of tasks and projects to do immediately after retirement, but think about your goals in the medium or longer term.

What should I do in the 5 years before retirement? If you haven’t been tracking all this already, this is the time to calculate how much money you will need and how much income you can expect to ...

When it comes to growing a large amount of retirement wealth, patience is often key. Holding investments for many years is a ...

Age-restricted retirement communities are comprised largely ... but know what you are getting into before you do it." Visiting your new community once for a couple of days may not be enough ...

The reality is that stocks do have market risk, but even those of you close to retirement or retired should stay invested in stocks to some degree in order to benefit from the upside over time.

For many employees, what to do with a 401(k) plan at retirement has been a foregone ... If you’re a young retiree and need access to your money before the age of 59.5, staying put in the 401 ...

If you’re a young retiree and need access to your money before the ... company retirement plan assets generally have better protections from creditors and lawsuits than do IRA assets.

School workers in states where districts don't participate in Social Security are poised to see bigger monthly checks.

What to Do With Your 401(k) When You Retire For many employees ... If you’re a young retiree and need access to your money before the age of 59.5, staying put in the 401(k) plan may be the ...