Retirement

Latest Articles

• What does it mean to be vested?

  The money from your employer match may be required to vest, potentially for years, before it becomes entirely yours.

  3 min read Aug 11, 2020

  

• 7 ways to make extra income in retirement

  While Social Security is a great starting point, you’re going to want diversified streams of retirement income.

  5 min read Aug 06, 2020

  

• 5 ways to minimize taxes on retirement income

  It’s surprising, but true – You can avoid paying taxes on a lot of your retirement income.

  5 min read Aug 03, 2020

  

• What is estate planning?

  Estate planning is the process of arranging who will receive your assets when you die.

  5 min read Aug 03, 2020

  

• Best places to roll over your 401(k) in August 2020

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

  5 min read Aug 01, 2020

  

• 10 best retirement plans in 2020

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

  19 min read Aug 01, 2020

  

• What is a fixed annuity?

  Here’s what you need to know about fixed annuities, their drawbacks and who should consider buying them.

  5 min read Jul 29, 2020

  

• What is a deferred annuity?

  Despite its advantages, a deferred annuity has some clear drawbacks, some of which are substantial.

  4 min read Jul 28, 2020

  

• 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 24, 2020

  

• What is the average Social Security check?

  Find out how much your check could grow over time.

  3 min read Jul 24, 2020