Retirement

Expert information and tactics for making the most of 401(k)s, IRAs, Social Security benefits, pensions, taxes, estate planning and more.

Retirement Savings
Retirement Living
Estate Planning
Pensions
Social Security
IRAs
401(k)
Senior Care

Irrevocable Trust

An irrevocable trust cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries.

How Can You Reclaim Unclaimed Property?
Retirement and Depression
Retire on a Cruise Ship With Less Than $1 Million

What is cliff vesting?
4 Smart 529 Plan Alternatives to Consider
Gift Splitting
Qualifying Domestic Trust (QDOT)
How Does the American Dream Influence the Economy?
Waiver Of Notice
Employee Savings Plan
Guaranteed Lifetime Withdrawal Benefit - GLWB
What Is a Family Limited Liability Company (LLC)?
What are the IRS guidelines on the 401(a)?
Exemption Trust
Gross Estate
Charitable Lead Trust
What Does a "5 by 5 Power" in a Trust Document Mean?
Catch-Up Contribution
How exactly does one go about revoking a revocable trust?
Can Personal Loans Be Included in Bankruptcy?
Recharacterization
6 Surprising Facts About Retirement
Activities of Daily Living (ADL)
Edward Jones IRA and Roth IRA Review
How to Sabotage Your Retirement
How can I budget for both short-term expenses and long-term goals?
Provident Fund
Defined-Benefit Plan
Four Percent Rule Definition
Is the cost-of-living adjustment (COLA) mandatory?
How to Plan for Medical Expenses in Retirement
401(a) Plan Definition
Defined-Contribution Plan
Next Of Kin
403(b) Plan
Required Minimum Distribution (RMD) Definition and Example
Rule 72(t) Definition
Trust Company Definition
Superannuation Definition
401(k)s With the Lowest Expense Ratios
Keogh Plan
Trustee Definition
Net Unrealized Appreciation (NUA)
Transfer on Death (TOD)
Non-Qualified Plan
Qualified Terminable Interest Property (QTIP) Trust
Certified Financial Planner (CFP) Definition
Financial Planner
Generation-Skipping Trust
Liability Driven Investment (LDI)
Intentionally Defective Grantor Trust (IDGT)
Balanced Budget Definition
Grantor Trust Rules
Voluntary Employees Beneficiary Association Plan (VEBA) Definition
Fully Vested
Top 3 Health Insurance Options If You Retire Early
Distribution In Kind Definition
Nonelective Contribution
Reverse Morris Trust
Pay Yourself First Definition
In-Service Withdrawal Definition
I have a profit-sharing plan with my former employer. I am now trying to buy a home. Can I use my profit-sharing money to put a down payment on a house?
Death Benefit

Retirement

Expert information and tactics for making the most of 401(k)s, IRAs, Social Security benefits, pensions, taxes, estate planning and more.

Irrevocable Trust

How Can You Reclaim Unclaimed Property?

Retirement and Depression

Retire on a Cruise Ship With Less Than $1 Million

What is cliff vesting?

4 Smart 529 Plan Alternatives to Consider

Gift Splitting

Qualifying Domestic Trust (QDOT)

How Does the American Dream Influence the Economy?

Waiver Of Notice

Employee Savings Plan

Guaranteed Lifetime Withdrawal Benefit - GLWB

What Is a Family Limited Liability Company (LLC)?

What are the IRS guidelines on the 401(a)?

Exemption Trust

Gross Estate

Charitable Lead Trust

What Does a "5 by 5 Power" in a Trust Document Mean?

Catch-Up Contribution

How exactly does one go about revoking a revocable trust?

Can Personal Loans Be Included in Bankruptcy?

Recharacterization

6 Surprising Facts About Retirement

Activities of Daily Living (ADL)

Edward Jones IRA and Roth IRA Review

How to Sabotage Your Retirement

How can I budget for both short-term expenses and long-term goals?

Provident Fund

Defined-Benefit Plan

Four Percent Rule Definition

Is the cost-of-living adjustment (COLA) mandatory?

How to Plan for Medical Expenses in Retirement

401(a) Plan Definition

Defined-Contribution Plan

Next Of Kin

403(b) Plan

Required Minimum Distribution (RMD) Definition and Example

Rule 72(t) Definition

Trust Company Definition

Superannuation Definition

401(k)s With the Lowest Expense Ratios

Keogh Plan

Trustee Definition

Net Unrealized Appreciation (NUA)

Transfer on Death (TOD)

Non-Qualified Plan

Qualified Terminable Interest Property (QTIP) Trust

Certified Financial Planner (CFP) Definition

Financial Planner

Generation-Skipping Trust

Liability Driven Investment (LDI)

Intentionally Defective Grantor Trust (IDGT)

Balanced Budget Definition

Grantor Trust Rules

Voluntary Employees Beneficiary Association Plan (VEBA) Definition

Fully Vested

Top 3 Health Insurance Options If You Retire Early

Distribution In Kind Definition

Nonelective Contribution

Reverse Morris Trust

Pay Yourself First Definition

In-Service Withdrawal Definition

I have a profit-sharing plan with my former employer. I am now trying to buy a home. Can I use my profit-sharing money to put a down payment on a house?

Death Benefit