Retirement
How To Know When To Reorder Your Priorities—Ask These 2 Questions
Hustle culture and the ever-shortening form of advice have led to the deification of undying devotion — whether to a cause, a goal, or a…
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3 Fun Beachside Cities Ideal For Expat Life
Retiring by the beach is a popular dream of many, but while escaping the 9-to-5 grind on a deserted island…
IRS Finalizes Guidance On Treatment Of Inherited IRAs
The IRS has issued more guidance on the required minimum distribution (RMD) rules—this time in the form of final regulations.…
Final RMD Regulations Released Today; 10-Year Rule Clarified
Today, July 19, 2024, the IRS and Treasury Department released long-awaited final regulations on Required Minimum Distributions. RMDs are mandated…
Expats Rank The Best Places To Live In The World
According to reports, interest in moving abroad spiked after the recent presidential debate. So what are the best places to…
Can You Convert An Inherited IRA To A Roth IRA?
If you've ever inherited a retirement account, you've probably wondered how to use the funds best. Your new account can…
2024 Medicare Open Enrollment Offers Chance To Stay Ahead Of Costly Changes
It’s that time of year when a storm developing in the Caribbean has the potential to become a hurricane. That’s…
6 Ways To Get More Tax-Free Income In Retirement
I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive…
Stop Asking The Wrong Money Questions
I woke up this morning to a financial “headline” that, while not uncommon, grated on me even more today. It’s…
6 Questions Married Women Should Answer About Retirement Income
Married women face a special retirement planning challenge that’s best addressed when they and their spouse transition into retirement. Here’s…
The Reasons President Biden Might Resist Retirement
Retirement decisions are always complex and rarely easy. As a veteran retirement researcher who has written books on the subject,…
The 2024 Republican Platform’s Empty Promises To Older Adults
The Republican party platform, orchestrated by former President Trump, is filled with promises for those it calls “our Great Seniors.”…
Millennials Are Having Fewer Babies. What Does This Mean For Retirement?
Fertility rates are declining worldwide. Yes, there are nations where there are still far more children than the replacement rate…
Do You Live In A State That Won’t Be Taxing Your Retirement Income?
It probably isn’t surprising to you that taxes can be one of your biggest expenses while in retirement. Of course,…
Lack Of Access To Retirement Benefits Impedes Retirement Savings For People Of Color
Black and Latino workers, along with those of other or multiple races/ethnicities regularly have significantly less money in retirement savings…
Finding Personal, Professional And Financial Fulfillment With The I/R Theory
If “Failures are finger posts on the road to achievement,” as C.S. Lewis suggested, my opportunities for achievement are many.…
Trading Health For Wealth: Will You Pay In Retirement?
Our country has valued hard work from our founding as a nation. The Puritan work ethic shows itself everywhere. Most…
How To Build An Antifragile Financial Plan With 4 Buckets
I’ve got good news: You’re antifragile. We, as humans, are antifragile. And our financial plans can be, too. Have you…
LGBTQ+ Estate Planning And Pride Month
Estate planning sometimes addresses the special needs of lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people, or those who have…