Retirement

Latest Articles

• Estate planning checklist: 3 key steps to making a successful plan

  An estate plan helps protect your loved ones from unnecessary hassle and expense.

  7 min read Jul 23, 2021

  

• How much should you contribute to your 401(k)?

  The amount may differ based on your age and current financial circumstances. Here’s what you need to know.

  3 min read Jul 23, 2021

  

• Best age for Social Security retirement benefits

  Delaying Social Security payments typically pays off for recipients. But not always.

  6 min read Jul 22, 2021

  

• Roth IRA conversion: Here’s everything you need to know before converting

  The Roth IRA can set you up with tax-free retirement income, but watch out for the pitfalls.

  8 min read Jul 22, 2021

  

• Social Security spousal benefits: Here’s what spouses can get

  Those claiming spousal benefits received an average check of $786.45.

  4 min read Jul 20, 2021

  

• What is the average Social Security check?

  Find out how much your Social Security payments could grow over time.

  3 min read Jul 14, 2021

  

• 8 ways to take penalty-free withdrawals from your IRA or 401(k)

  Need your retirement money early? Here’s when you can avoid the 10 percent penalty.

  5 min read Jul 14, 2021

  

• How to withdraw money from a 401(k) early

  While it might sound tempting, once you know the ramifications of an early 401(k) withdrawal, you may feel differently.

  7 min read Jul 13, 2021

  

• Your 401(k) plan: 5 smart moves to make in 2021

  Resolve to act now on your retirement, even if your contributions are small at first.

  5 min read Jul 12, 2021

  

• 8 biggest risks of fixed-income investing

  Think bonds are risk-free? Think again. Here are the major risks with fixed-income investing.

  4 min read Jul 09, 2021