IRA, 401(k) millionaires hit record highs
Retirement account balances, which fell at the start of the year due to market volatility, bounced back in the…
Can 8.25% EPF return match 16% equity return? CA explains unique situations how it can
Employees’ Provident Fund (EPF) is a retirement savings scheme for organised sector employees, and offered a fixed interest…
Simple tips to transition from MF distribution to wealth management set up
As investor needs evolve and competition intensifies, MFDs are increasingly finding that a pure distribution model may not…
How Roth conversions could slash Trump’s $40,000 ‘SALT’ deduction
U.S. President Donald Trump signs the sweeping spending and tax legislation, known as the “One Big Beautiful Bill…
Why no one wants to be a retirement adviser in India
Experts attribute the cooling interest to the growing appeal of the new tax regime, which offers no benefits…
What to consider before retiring early
Alistair Berg | Digitalvision | Getty Images While you may hope to step out of the workforce sooner…
The ‘ideal’ age to start saving for retirement: survey
Young couple considering early retirement. Ric Rowan | Getty Images While some Americans think starting to save for…
Working longer may not fix your retirement, economists say
As Americans live longer and worry about outlasting their money in retirement, a growing number are counting on…
AARP’s Smart Guide to Pre-Retirement Finances
When you were in your 20s, 30s or even 40s, you probably didn’t give a lot of thought…
Here’s the original author’s new retirement advice
For more than 30 years, the so-called 4 percent rule — a tidy formula to help retirees figure out…
5 Things to Think About
After leading Cogun, Inc., a national faith-based construction company, out of a large debt and into prosperity, Bill…
11 Things Our Grandparents Did So They Could Retire That Just Don’t Exist Today
Just a few generations ago, the American dream of a stable job and a peaceful retirement seemed well…