IRAs

With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.

Aside from cutting spending and contributing to a Roth account, investors are also advised to sock away at least 10% of their annual earnings.

Clients who outlive their retirement savings are among those most at risk.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

“Do yourself a favor and start saving early,” an expert says.