Anne Tergensen of the Wall Street Journal recently wrote the article below on the subject of Roth accounts. It makes a compelling case for why the traditional wisdom of Roths making more sense for younger investors may not be entirely true. Indeed, the Roth’s main selling point – tax-free distributions on qualified withdrawals – is advantageous for any retirement situation as it provides flexibility of income sources for a retiree...

I ran across the following checklist at Morningstar, which does a great job of breaking down some key issues to think through when one starts planning for retirement. In truth, these are the steps we walk all of our clients through when it comes to retirement planning. We find it definitely helps them to think through all of the important variables and tackle these tasks in a logical sequence...

When it comes to saving for retirement, my motto has always been, “Save early, save often.” Beyond that, here are some other great tips to follow that CNN Money compiled recently. From Millennials to Baby Boomers, the article touches on some key things to keep in mind for retirement savers of all ages...

Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession.

Near-retirees who are out of work or underemployed have probably reduced, or eliminated, retirement plan contributions. Perhaps they've tapped savings accounts to meet living expenses...