Retirement

Latest Articles

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  How lawmakers propose easing Social Security funding concerns

  While there’s still time to adjust funding for the program, it’s going to require major work and the cooperation of Washington lawmakers.

  4 min read May 25, 2023
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  What is the 4% rule for retirement withdrawals?

  This rule of thumb shows how much a retiree should withdraw from their savings to live on each year.

  3 min read May 25, 2023
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  Best retirement plans for the self-employed

  Here are the details on self-employed retirement plans, including which may be the best.

  6 min read May 24, 2023
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  How Social Security benefits are calculated

  Find out how your Social Security benefits are calculated for your retirement.

  4 min read May 24, 2023
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  2023-2024 HSA contribution limits: Key numbers to know

  An HSA provides you key tax advantages, including the potential for a triple tax benefit.

  3 min read May 19, 2023
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  How to use your HSA as a retirement plan

  Here’s how your HSA can give your retirement savings a boost.

  3 min read May 19, 2023
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  What is Social Security and how does it work?

  Here’s how Social Security works, how it’s funded, and how it fits into your retirement plan.

  4 min read May 12, 2023
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  Top 9 reasons to make 401(k) catch-up contributions

  Here’s how catch-up contributions work and how they can help you build a better retirement.

  3 min read May 08, 2023
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  Should you actively trade in a Roth IRA?

  Retail investors don’t normally trade in a Roth IRA, but if you do, consider these factors.

  4 min read May 08, 2023
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  What is a solo 401(k)? A great self-employed retirement option

  Individual 401(k) plans can help sole proprietors, freelancers and others save tons of money.

  7 min read May 04, 2023