Retirement

Latest Articles

• How to use the safe withdrawal rate (SWR) method

  While the method isn’t perfect, it serves as a guideline to help retirees know where they stand.

  4 min read Oct 05, 2022

  

• Inherited 401(k) rules: What beneficiaries need to know

  These are your options if you’ve inherited a 401(k) account.

  5 min read Oct 04, 2022

  

• IRA required minimum distributions table 2022

  If you’ve reached age 72, you must take RMDs. Use this table as a guide.

  3 min read Oct 03, 2022

  

• Best places to roll over your 401(k) in October 2022

  Wondering where to rollover your retirement savings? These brokers come out on top.

  7 min read Oct 01, 2022

  

• Best IRA accounts in October 2022

  If you’re looking to get off to a fast start on your retirement finances, an IRA is a great place to begin.

  9 min read Oct 01, 2022

  

• 9 best retirement plans in October 2022

  Not all retirement plans are equal. Find out the ones that work best for you.

  22 min read Oct 01, 2022

  

• What to do if you lose your 401(k) employer match

  Lost your 401(k) match? Then it may be time to reassess your financial picture.

  6 min read Sep 22, 2022

  

• 8 retirement investing mistakes to avoid

  A financially secure retirement won’t just happen to you. Craft a carefully considered plan and stick to it.

  7 min read Sep 22, 2022

  

• What to do when you’re the executor of an estate

  Handling the affairs of a deceased loved one doesn’t have to be overwhelming.

  4 min read Sep 21, 2022

  

• A complete guide to SEP IRAs: Why those who are self-employed should take a look

  The SEP IRA is designed for simplicity — especially if you own your own business.

  6 min read Sep 21, 2022