How Parents Can help Their Boomerang Child -Without Derailing Their Own Retirement
Many parents are experiencing having adult children move back home. What are the implications for your finances and retirement savings? Click here to read more.
Raiding Your Retirement Funds? Here’s How to Avoid Hidden Tax Traps
While tapping a retirement plan for an early withdrawal should always be a last resort, it can be unavoidable. If your only option is to access funds held in tax-favored accounts like IRAs or 401(k)s, be careful. Click here to read more about early retirement withdrawals and potential tax penalties.
How to Vet the Financials of a Continuing-Care Retirement Community
Due diligence can be difficult thanks to the communities' complex business models, but prospective residents should review key metrics before buying. Click here to read more.
Changes in Retirement Savings Rules to Know Before Year’s End
New rules promote Roth Treatment of workers' investments and ease some RMD burdens, among other things. Click here to read more.
Retiring in the Next 5 Years? Avoid These Financial Mistakes
Five years out from retirement? Financial mistakes in the few years before retirement can derail your plans. Click here to learn six common mistakes to avoid.