General Retirement Articles

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July 12, 2014

Overconfidence Can Kill Your Retirement Planning

A new survey of retirement plan participants finds that being overconfident in one’s financial knowledge may be hazardous to retirement planning.

July 12, 2014

Do REITs Belong in a Retirement Portfolio?

Retirees love dividends, but should you put real estate investment trusts in a retirement account?

July 12, 2014

Social Security: 6 States That Heavily Tax Benefits

While the majority of states don't tax Social Security benefits, there are six that do to the same extent as the federal government.

July 12, 2014

Social Security: Can Both Spouses File and Suspend?

The file and suspend strategy can boost total family benefits, but can both spouses do it?

July 11, 2014

Social Security: Don't Let the "Returns" of Waiting Mislead You

Waiting until later to take benefits can be smart, but comparing benefit increases to investment returns can be dangerous.

July 07, 2014

Social Security Trust Fund: How Does It Work?

Social Security gets funded a lot differently from most government programs. Find out why it matters to you.

July 06, 2014

These Tropical Countries Reward You to Retire There

The "pensionado'' programs in some Central and South American countries offer huge tax breaks to foreigners who choose to retire there.

July 06, 2014

Social Security: Can an Ex-Spouse Reduce Your Monthly Benefits?

In most cases, the answer to this is no.

July 06, 2014

Social Security Disability: What Happens When It Runs Out of Money?

Social Security's disability program is in worse financial shape than the retirement side.

July 05, 2014

Some Surprising Discoveries About the Wealthiest Investors

Retirement account ownership grew among affluent investors in 2013, according to a study.

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