Retirement Planning News, Information and Guidance

J.D. Roth

NewRetirement Podcast: Financial Independence, Purpose & Happiness — Steve Chen Interviews JD Roth

Hosted by Steve Chen, founder of NewRetirement, the NewRetirement Podcast offers interviews about the wise use of both money and time in retirement.  Explore ideas and great insight so that you can achieve a secure and meaningful future. Episode 1 is an interview with JD Roth, the man behind Get Rich Slowly — a hugely…

crash proof retirement plan

9 Tips for How to Have a Crash Proof Retirement Plan

Experts say that a stock market crash is a question of when not if.  So, you really need to start thinking about how to have a crash proof retirement plan. You probably remember the financial crisis that started around 2008. It severely impacted the retirement security of many people around retirement age.  And, how did…

how to plan retirement

How to Plan for Retirement? Just Imagine It — 7 Ways to Achieve a Secure Future

No matter your age — how to plan for retirement is likely a topic that you have pondered and done at least little something about.  You may have saved some money, thought about the best locale for golf (or whatever hobby you will have), figured out when to start Social Security, talked with a financial…

Best of Retirement News

Thumbs Up for the Best Retirement Stories from 2017

Below are the best retirement stories from 2017 — the articles on NewRetirement that our readers liked most from the last year. The 8 Skills You Need for a Fantastically Happy Best Retirement It is not millions you need to be happy in retirement, you need skills. Huh? What skills? Explore the 8 traits that…

Taxes in Retirement

Taxes in Retirement: Are They Really Worth Worrying About and What’s the Deal with the New Tax Plan?

How much do taxes in retirement really matter? And, will the new tax plan make a difference to you or not?  Like most retirement planning questions, the answer is “it depends.”  However, in most cases, taxes are a really big deal when it comes to retirement planning. Taxes in Retirement: Will You Keep More or…

precise retirement planning

More Precise Retirement Calculations with New and Improved Retirement Planning Calculator

Truly effective retirement planning requires a lot of different data points and a very sophisticated formula.  However, some online tools make it easy to create and maintain a reliable plan — even if you don’t have a doctorate in mathematics or finance. While there are tons of simple retirement calculators out there, you want to…

Retirement Checklist

Your Yearly Retirement Checklist: 12 Tips to Get Ready for a Great 2018 and Beyond

Feeling frazzled by holiday fanfare?  Do you also have nagging worries about your retirement plans? One of the best ways to control stress of any kind is to make a list and check it twice. And we have done that for you. Here is a handy yearly retirement checklist — 12 things you should do…

retirement checklist

Retirement Tis the Season of Spending! And Experts Say You Aren’t Spending Enough

For many, the season of spending is upon us and I don’t just mean Christmas and the other winter holidays. If you are nearing or already in retirement, you are indeed permanently in the season of spending.  You have spent a lifetime amassing savings and other resources and now is the time to use these…

successful retirement plan

NewRetirement Users Reveal the 7 Secrets of their Successful Retirement Plans

Want to know what it takes to have a successful retirement plan?  Using data from survey responses and retirement profiles, NewRetirement has found a few interesting traits shared by people who use the Retirement Planning Calculator to create a successful plan. Here are 7 retirement planning secrets from NewRetirement users who have successfully planned a…

Note From the Founder: Unknown Unknowns

Photo Credit: Steve Chen It’s been a very eventful few months across the country; we’ve had hurricanes, flooding, mass shootings and wildfires – every time I think that the pace of major events can’t go faster it seems to pick up even more. The one bright spot is that the stock market seems to climb…