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 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 -
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 -
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 -
How Social Security benefits are calculated
Find out how your Social Security benefits are calculated for your retirement.
4 min read May 24, 2023 -
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 -
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 -
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 -
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 -
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 -
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