Retirement Planning and Investing

Read about key developments in the United States and elsewhere that are most relevant to investors interested in retirement planning and investing.

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A World of Options – Finding Your Perfect Home in the Tropics

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This first article in a series about property overseas starts with the basics. For many, a vacation or...

3 Reasons REITs Can Bolster Your Retirement Portfolio

Real estate is a great way to earn constant returns -- but maybe you’re not cut out to...

Do You Have Money to Burn?

“The hardest thing in the world is for young people to save and old people to spend.” --...

retirement income

Retirement Income Investing Selection Factor 7: IRS Form 1099DIV Data

After explaining the core ideas and methods behind the previous six retirement income selection factors, I will complete...

capital

Interpreting Return on Invested Capital Information for Retirement Income Investors

I provided a brief definition of Return on Invested Capital and explained my preferred method of calculating the...

Qualified Charitable Distributions Offer Big Tax Advantages to Donors

Paul Dykewicz reveals how retirees and investors can take advantage of a tax break that also helps a...

Retirement Income

Retirement Income Equity Selection Factor 6: Return on Invested Capital

Over the past two articles, I digressed from the discussing selection factors to discuss in more detail the...

retirement income

Payout Ratio for Retirement Income Investors

In my previous article on retirement income investing, I explained the basics of the three sections of the...

retirement income

Statement of Cash Flows for Retirement Income Investors

In my previous article, I briefly described the three main financial statements -- the Statement of Earnings, the...

capital

Retirement Income Equity Selection Factor 5: Dividend Coverage

By: Bruce Miller, CFP® Some prospective retirement income investors may want to stop and use the four selection...