Retirement Articles

Found 2988 Articles.
Get access to 3664 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

For Those Turning 80

January 5, 2017

The essayist Joseph Epstein is turning 80 years old and, naturally, wrote an essay about it. It has some wit, insight, and, of course, grumpiness. Some of the reflections are personal, while others generational. My generation grew up with memories of the country’s one good war—World War II—hummed the sophisticated music of the Gershwin brothers, […]

Opportunities for Phased Retirement

January 4, 2017

More and more companies are giving employees a choice in addition to continuing to work full-time or retiring full-time. The phased retirement plans allow a long-term employee to switch to part-time work. That allows the worker to ease in to retirement and maintain the structure and social contacts of work. It also lets the company […]

Tips for Living to 100

January 3, 2017

Spain has the highest life expectancy of any country, and it has more than 100,000 people age 100 or older. This article interviews a number of these centenarians and reports their advice for living to 100 or longer. Most of the men and women Comas interviewed showed a zest for life and an interest in […]

Looking Forward to 2017

December 29, 2016

We could have a very interesting year in the markets in 2017. We are in one of those rare periods when investors, analysts and economists are in general agreement about the outlook. For the most part, they are optimistic about economic growth, and that in turn makes them optimistic about earnings and stock prices. They […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

Managing Portfolios Amid Political and Market Volatility

December 29, 2016

Just hours after the Nov. 8 U.S. election results were known, Wall Street’s analysts and economists decided they knew exactly what a Donald Trump administration would mean for the economy and markets. Investors agreed so readily that the first two years of Trump policies already seemed to be reflected in the markets within the first […]

Building Brain Fitness

December 29, 2016

The money fears of retirees and pre-retirees grab most of the headlines. But what retirees are most likely to fear is becoming a burden on others and being unable to take care of themselves, especially because of reduced cognitive function. Yet, you really can help your brain remain fit and relatively young, reducing the risk […]

Finding States That Are Retiree Tax Havens

December 27, 2016

Taxes, especially when all types of taxes are added together, are one of the largest expenses of most retirees. State and local taxes are a big portion of the taxes paid, and many people don’t realize the total they’re paying in all those taxes. Of course, some states are considered high-tax states and others are […]

Arranging Your Finances to Make an IRA Conversion Less Costly

December 27, 2016

Last month, we addressed the different factors to consider when evaluating whether it makes sense to convert a traditional IRA to a Roth IRA. While a Roth IRA has many benefits, there is a cost to the conversion. You have to include the converted amount in gross income as though it were distributed to you […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

Log In

Forgot Password