This week’s retirement strategies and news

November 03

FOLLOW US

NEWS

SPORTS

LIFE

MONEY

TECH

TRAVEL

OPINION

WEATHER

Personal Finance

The 5-point personal finance checklist for 60-somethings

Your 60s are an important time to do some serious financial planning. Key moves to do.

Read Story

columnist

Jeffrey Levine, chief retirement strategist with Ed Slott & Co.

New IRS rule could save $20,000 on botched IRA rollovers
Miss the 60-day deadline? Revenue Procedure 2016-47 could be your new best friend.

Personal Finance

This Social Security change may mean extra money for you
Changes included a small cost-of-living rise and increase in the taxable maximum earnings.

columnist

Social Security is a complicated equation when you throw in WEP.

How WEP can affect a person's Social Security
Q: My wife is 67 and currently receiving Social Security benefits. She began receiving Social Security disability at age 62, which then reverted to regular benefits last year.

nation-now

Life without lattes? Test-drive your retiree budget ahead of time
Spend like a retiree when you're still collecting a paycheck.

columnist

Maximizing benefits for divorced couples and widows and widowers.

Ex-husband asks about Social Security benefits after ex-wife dies
Q: My ex-wife died and I have no idea how much her Social Security benefit was.

Personal Finance

Nearly half of young adults lack retirement savings, pension
Young Americans with even just $1 saved for retirement are ahead of the pack.

Personal Finance

Panic 101: Don't flee stock market because of election
My gut tells me the stock market is going to tank on Nov. 9. Should I sell everything?

Personal Finance

While 401(k)s have their advantages, you can do just as well (or better) on your own.

You might be able to beat a 401(k) by investing on your own
I'm a big fan of workplace 401(k) retirement plans. My 401(k) account is the largest investment I own, including real estate.