Chapter 1: Conquer your workplace retirement planNew trends in retirement plans3 steps to building retirement savingsBuy and hold vs. active managementThe art of naming your beneficiariesWhat to know about target-date fundsChapter 2: All about IRAsCash out, leave 401(k) or roll over?Differences between a Roth IRA, 401(k)7 steps to a Roth IRA conversion4 steps to undo a Roth conversion3 ways to pay for a Roth conversionBoomer dilemma: traditional or RothRoth conversion investment strategiesPenalty-free IRA, 401(k) withdrawals8 Roth IRA conversion traps to avoidChapter 3: Retirement planning decisionsMaking the pension decisionThe case for getting the annuityPros and cons of taking the lump sumFixed income alternatives for retireesWhere to find retirement incomeChapter 4: Tools & ResourcesVIDEO: Roth conversion Q&A401(k) Spend it or save it?401(k) savings calculatorConvert IRA to Roth calculatorRetirement planning checklistMore tools and resources
Bankrate wants to hear from you and encourages thoughtful and constructive comments. We ask that you stay focused on the story topic, respect other people's opinions, and avoid profanity, offensive statements, illegal contents and advertisement posts. Comments are not reviewed before they are posted. Bankrate reserves the right (but is not obligated) to edit or delete your comments. Please avoid posting private or confidential information, and also keep in mind that anything you post may be disclosed, published, transmitted or reused. We do not permit the inclusion of hyperlinks in comments and may remove any comment that includes a hyperlink.
Learn the latest trends that will help grow your portfolio, plus tips on investing strategies. Delivered weekly.
Ida May Fuller claimed the first Social Security benefit check ever, 75 years ago on Jan. 31, 1940. Qualifying for benefits remains a worthy goal.
... Read more