Retirement

Latest Articles

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  How much does a $50,000 annuity pay per month?

  A $50,000 annuity won’t go far — you’ll need a larger sum for a meaningful payout.

  6 min read Apr 24, 2025
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  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.

  4 min read Apr 24, 2025
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  Target-date funds: What they are and when they’re a good investment

  Target-date funds are growing in popularity. Know their benefits and drawbacks.

  5 min read Apr 23, 2025
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  What is the average Social Security check?

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

  3 min read Apr 22, 2025
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  Here’s the salary you need to claim the maximum $5,108 monthly Social Security benefit

  Getting to the top Social Security benefit — $5,108 in 2025 — isn’t easy.

  4 min read Apr 22, 2025
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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
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  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
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  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
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  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
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  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