Expert Retirement Planning

21. Where to Retire: Mexico
(Content/Where to Retire)

... if you need to go to the bank during pay weeks. You're better off using internet banking. Buying and Renting Property If you're only planning on living in Mexico during winter, it may make sense for you ...

22. Where to Retire: Australia
(Content/Where to Retire)

... planned stay in Australia and present evidence of this when making the visa application. You will also need to be sponsored by an Australian state or territory. The visa is valid for four years, after ...

23. Where to Retire: Panama
(Content/Where to Retire)

... away by plane. Where to Buy? A number of Panamanian locations are popular with retirees, including: Panama City: A cosmopolitan, first-world city which is actually affordable. It's a beautiful city that's ...

24. What to do after Retirement?
(Content/Retirement Planning)

Retirement means many different things to different people. Some plan on doing all the things that were not possible when working. Some see it as a time of leisure, and some decide to explore other interests ...

25. What is a 401a retirement plan?
(Content/Retirement)

401a - definition - a retirement plan named after a section of the Internal Revenue Code that enables a school district employer to offer teacher employees additional incentive and matching benefits. These ...

26. 6 Great Online Retirement Tools and Software Packages
(Content/Retirement Calculators)

Planning for retirement is serious business, and there's a great array of tools on the internet than can help you work out exactly how you should save. For more comprehensive planning, there's also a wide ...

27. Transition to Retirement: Marriage Stress
(Content/Retirement)

... and honestly with each other. Talk about your retirement hopes and dreams, and come up with a plan that allows for a balance of both. You can't be selfish in this situation - if your goals differ, a bit ...

28. Transition to Retirement: Beating Depression
(Content/Retirement)

... uselessness. Retirees may also find their plans do not match the reality of retirement. For instance, they may have planned to spend an increased amount of time with family in their post-retirement years. ...

29. Should I Retire Overseas?
(Content/Where to Retire)

... Tax can be a tricky proposition when you live abroad. You'll need to do your research to determine what taxation laws exist in the country you're planning to live in. If you're a US citizen residing permanently ...

30. Retirement Party Planning: Part Two
(Content/Retirement)

In part one of our retirement party planning guide we covered some of the basic steps you need to follow - creating invitations, decorating the room and deciding on the type of party to have. In this article ...

31. Retirement Party Planning: Part One
(Content/Retirement)

Planning a co-worker's retirement party is a big responsibility. This will be the final hours of their career, a momentous occasion that deserves to be marked with care and dignity. So what kinds of things ...

32. What is the best way to save for Retirement?
(Content/Retirement Planning)

When saving for your retirement it’s easy to make excuses and put off getting started. It can be hard to plan for something that seems so far away, especially when you have bills to pay now, holidays you’d ...

33. How to write a retirement letter
(Content/Retirement Planning)

... my colleagues for their support and friendship throughout my stay here. I would like to continue contributing to the benefits plan and insurance coverage in my retirement. In the meanwhile I would be glad ...

34. How to set up a Solo 401(k)
(Content/Retirement Planning)

... be excluded from the plan. It is especially suited to individuals who can save large sums. Allowing you to save as both an employer and employee. In most cases you can decide on how large you would like ...

35. How does a 401(k) work?
(Content/Retirement)

A 401(k) plan is a retirement savings plan that is funded by employee contributions and often matching contributions from the employer. There are many advantages to 401(k) plans. You get an immediate tax ...

36. How to cash out your 401(k)
(Content/Retirement)

... date Most major companies offer a loan provision on their 401(k) plans that allow you to borrow against your account and repay yourself with interest.  Most will let you withdraw no more than 50% of your ...

37. How is your 401(k) taxed?
(Content/Retirement Planning)

Even without your company matching your contributions, the tax savings alone make a 401(k) plan an excellent opportunity. Because your investments are earning interest and are growing tax free, the interest ...

38. How much should I save for Retirement
(Content/Retirement Planning)

... your retirement plan, that way you won’t have to rely on big returns in order to retire. 15% is a good percentage to aim for. Estimating your Social Security and any defined pension benefits is crucial ...

39. How to plan for Retirement
(Content/Retirement Planning)

A happy and stress free retirement is something everybody deserves after a lifetime of work. This can be attained with a little planning and forethought. Taking the time to envision how you’d like to spend ...

40. Free Retirement Planning Advice from the Experts.
(Content/content)

Expert Retirement Planners are an online community of practitioners who provide you with free retirement planning advice. With years of experience, we've collected a vast amount of information about ...