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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Inherited IRA rules: 7 things all beneficiaries must know
Avoid the pitfalls of the process to help protect your windfall.
9 min read Jun 20, 2025 -
What is a Social Security cost-of-living adjustment (COLA)?
For people living on a fixed income, the COLA is a critical safety net.
4 min read Jun 20, 2025 -
Active trading in a Roth IRA: 5 key things to consider first
Retail investors don’t normally trade in a Roth IRA, but if you do, consider these factors.
5 min read Jun 20, 2025 -
Getting a 401(k) match from your employer: What that means and how it works
Experts refer to a 401(k) match as “free money.”
4 min read Jun 20, 2025 -
What happens to an annuity if your insurance company goes broke?
While rare, an annuity issuer failing can be a nightmare for policyholders.
4 min read Jun 19, 2025 -
Want to delay RMDs? Check out qualified longevity annuity contracts
If you’re in your 60s and want to delay RMDs, a QLAC is one way to do that.
4 min read Jun 19, 2025 -
What is a nonqualified annuity and how does it work?
The term “nonqualified” simply describes the annuity’s tax treatment.
3 min read Jun 18, 2025 -
Social Security benefits estimated to rise by 2.5% in 2026
What you need to know about the estimated increase expected for Social Security benefits.
1 min read Jun 18, 2025 -
Making 401(k) early withdrawals: 3 ways to access your money and what to consider before doing so
While it might sound tempting, once you know the ramifications of an early 401(k) withdrawal, you may feel differently.
5 min read Jun 17, 2025 -
Want to retire early? Check these 7 things right now
The idea of having nothing but time on your hands as soon as possible is alluring.
5 min read Jun 17, 2025