General Retirement Articles

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July 13, 2014

Social Security: What Happens to Spousal Benefits If You're Divorced but Remarried?

As a general rule, this extinguishes any right to benefits tied to your former spouse's work history. There are, however, two important exceptions.

July 12, 2014

Should You Work in Retirement?

Is it worthwhile to earn some extra income during retirement? There are important considerations both financial and personal.

July 12, 2014

The Late Planner's Guide to Retirement Catch-Up

Have you waited until middle age or later to start planning your retirement? If so, don't panic -- all is not lost.

July 12, 2014

Surprisingly, Millionaires Don't Always Enjoy Investing

Many millionaire investors wish they had saved more before the recession, while many others wish they had taken more investment risks.

July 12, 2014

Social Security: Baby Boomers Should Beware of This Provision

If you have worked for both public and private employers, your Social Security benefits could be adversely affected.

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.

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