Retirement
Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.
Retirement Basics
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Latest Articles
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IRA required minimum distribution (RMD) table 2024-2025
If you’ve reached age 73, you must take RMDs. Use this table as a guide.
3 min read Apr 22, 2025 -
How auto-IRAs are reshaping retirement for Americans without 401(k)s
The retirement gap is real, and states are stepping up.
5 min read Apr 22, 2025 -
Revocable trust vs. will: A guide to estate planning
Knowing that your assets are going where you intend them can bring you peace of mind.
6 min read Apr 22, 2025 -
Should you buy an annuity inside your 401(k)?
In-plan annuities offer peace of mind, but they aren’t a one-size-fits-all solution.
6 min read Apr 21, 2025 -
How to transfer an existing annuity with a 1035 exchange
If your current annuity is dragging you down, a 1035 exchange could be a smart move.
5 min read Apr 16, 2025 -
What to know when inheriting an annuity
Here’s how inheriting an annuity works and what to do with it.
5 min read Apr 15, 2025 -
What is a registered index-linked annuity (RILA)?
RILAs offer exposure to the stock market with built-in protection from losses.
5 min read Apr 15, 2025 -
Retirement planning: What it is and 4 key first steps to get started
Ready to start planning for retirement? Here’s what you should know.
5 min read Apr 15, 2025 -
Top fixes for Social Security: How you can get your benefits and protect yourself
Many solutions are available that could shore up Social Security for decades.
7 min read Apr 14, 2025 -
3 moves to protect your 401(k) from a market crash
Here are some ways to protect your hard-earned 401(k) when the market heads south.
6 min read Apr 10, 2025