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Articles & Books From Retirement
Article / Updated 08-31-2023
Protecting your retirement funds from disaster is a critical part of retirement planning. That’s where insurance comes in. You want to make sure your plan can withstand an unexpected event. Typically, health scares are the culprits in disrupting a plan, but home and auto accidents can be major expenses, too. Find your insurance declaration pages.
Cheat Sheet / Updated 04-14-2023
Inflation has become a big part of our lives lately. You need help to quickly determine just how much of a bite inflation takes out of, or will take out of, your hard-earned money, especially when you need precise and tailored calculations.This Cheat Sheet summarizes some important factors to keep in mind when you're considering retirement plans like Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs).
Cheat Sheet / Updated 12-07-2022
Knowing how to build your 401(k) retirement plan, devising investment strategies, and making the most of your plan can all help to financially secure your path to retirement. During economic difficulties, you may be tempted to tap into your 401(k) funds, but most often, you're much better off financially if you can leave the funds alone.
Get the low-down on Canadian savings plansRRSPs & TFSAs For Canadians For Dummies will give Canadians a crash course in saving, investing, and holding their money in RRSPs and TFSAs. Readers will find the latest in Canadian tax laws, get the low-down on minimum and maximum balances, and real life examples to set themselves up for a stable financial future.
From the basics down to investing, get the most out of your 401(k) and IRA in any economic environment When you’re ready to start setting aside (or withdrawing) money for your retirement—whenever that might be—401(k)s & IRAs For Dummies is here for you! It covers both types of retirement plans because they each have valuable tax benefits, and you may be able to contribute to both at the same time.
Cheat Sheet / Updated 10-01-2021
When you’re ready to start setting aside (or withdrawing) money for your retirement — whenever that might be — take a look at the valuable benefits of each of these types of retirement plans. Consider investment recommendations including bundling, pre-tax contributions, and how life circumstances may change your opportunities.
Cheat Sheet / Updated 03-14-2021
No two retirement plans are completely alike. You may have heard that you’ll have a comfortable retirement if you save a certain amount of money by a certain age. “Just save a million bucks and you’re good,” such advice goes. But how long a million dollars will last in retirement is up to you, which you can figure out pretty easily.
As we get older, a host of complicated decisions awaits us, and many of us tend to put them off. Now, there’s a handy guide to help you organize your thoughts and determine what’s best for you. The book covers just about every issue you could face in the future, including whether to stay in your current home, health insurance options, and the creation of wills, trusts, advance directives, and more.
Article / Updated 03-04-2020
When you turn 70-1/2, you’re no longer allowed to contribute to a traditional IRA. You can contribute to a Roth IRA at any age as long as you have earned income below limits dictated by the IRS. Remember that earned income is money you make from reportable income-producing activities—in other words, a paying job.
Article / Updated 03-04-2020
Many employers tout their 401(k) plans as a job perk. But, typically, you're on your own when it comes to setting up online access. In some ways, this situation is symbolic of how the responsibility for retirement planning has shifted to employees. Not only do employers want to scale back how much they contribute to your retirement, many don’t even want to help you manage the account.