Category: Retirement
How part of portfolio can act as pension
By Joel Dresang I am part of a vanishing class of workers with so-called defined-benefit plans—company-funded accounts guaranteeing set monthly payments in retirement. There used to be more of us. My pension is from a former employer. In my age group, 1 in 10 households has a pension. That’s down from more than 6 in…
Knowing when to tap Social Security
Social Security benefits play a bigger role in retirement timing than most people realize.
Retirement spending: Safe rates
In a Money Talk Video, Art Rothschild explains when retirees can consider varying the withdrawal rate for their investments.
Retirement spending with heirs in mind
Dave Sandstrom explains how strategies for tapping retirement accounts can vary when investors expect to leave money behind.
Deciding which retirement accounts to tap
In a Money Talk Video, Dave Sandstrom explains the differences among various retirement accounts.
When should I …take my required minimum distribution?
Another frequently asked question on moves investors should consider: When to take required minimum distributions from IRAs.
Retirement 101: Having a plan
Most people spend more time and energy arranging vacation or a night out than they do on planning their retirement. When it comes to retirement, it pays to have a plan.
Having the confidence to retire
To retire with confidence, investors need to allocate their resources for both long-term growth and short-term peace of mind.
How much to spend in retirement
How much you can afford to spend in retirement involves your ability to spend some percentage of your investment portfolio.
Rolling over retirement plans
Changing employers? Consider whether to switch your employer-sponsored retirement plan in the process.