Retirement
Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.
Retirement Basics
Editor's Picks
Latest Articles
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Moving just to avoid taking 401(k) tax hit
States handle early 401(k) plan withdrawals differently. Does that mean you should move?
2 min read Jun 11, 2014 -
Waive 60-day IRA rollover requirement?
It’s not easy, but you can apply to the IRS for a waiver of the 60-day IRA rollover rule.
3 min read Mar 13, 2014 -
Estate planning checklist for young folks
An estate plan is not just for old, rich folks. Young people need to have a plan in place, too.
4 min read May 03, 2013 -
Fixed annuity the answer for $250K nest egg?
Looking for a safe return? If you have a big nest egg, this annuity may be just the thing.
1 min read Mar 21, 2013 -
Invest in 401(k) or pay down mortgage?
Almost retired? There’s no time to spare. Here’s what to do with your final paychecks.
2 min read Dec 05, 2012 -
Widow can switch Social Security benefits
A widow can take a survivors benefit at 60, but she has other options taking Social Security.
2 min read Mar 06, 2012 -
Wait to take Social Security until age 70
Delay Social Security until you’re 70, but not a minute longer, to maximize benefits.
2 min read Oct 28, 2011 -
Annuity or CD? Depends on financial needs
If CDs or an annuity are your choices, answering these two questions can help you decide.
2 min read Sep 15, 2011 -
8 smart ways to approach a hefty windfall
It’s an unexpected pleasure and burden. What would experts do with a pile of cash?
5 min read Mar 17, 2011 -
Retire at age 66, or wait one more year?
Do the numbers on your Social Security benefits before ditching the job.
1 min read Mar 04, 2011