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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How to use the safe withdrawal rate (SWR) method
While the method isn’t perfect, it serves as a guideline to help retirees know where they stand.
4 min read May 28, 2024 -
Retirement planning checklist: 5 key steps to being financially prepared
When it comes to investing for retirement, time is your best friend.
3 min read May 28, 2024 -
What is a charitable gift annuity?
Charitable gift annuities offer a strategic approach to philanthropy.
5 min read May 28, 2024 -
How are annuities taxed? 3 things you need to know
Here are the tax advantages offered by annuities – and three key things to know.
3 min read May 28, 2024 -
5 ways to keep inflation from wrecking your retirement
Worried high inflation could impact your retirement? Here’s what to do to help limit the risks.
5 min read May 24, 2024 -
How to calculate the present and future value of annuities
You can use an online calculator to figure the present and future value of an annuity.
5 min read May 24, 2024 -
3 ways to know if your 401(k) is too aggressive
Here’s how to see if your 401(k) portfolio needs an adjustment.
8 min read May 23, 2024 -
How much should I save for retirement?
Here’s how to run the numbers on your own retirement savings and what you need to know.
9 min read May 22, 2024 -
IRA vs. 401(k): Which one is better?
IRA plans are held in high regard, but how do they compare to a 401(k)?
9 min read May 22, 2024 -
Tax cuts are set to expire in 2025 – Is it time to do a Roth IRA conversion?
Here’s why a Roth IRA conversion may make sense for you – and pitfalls to beware.
4 min read May 21, 2024