Retirement
Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.
Retirement Basics
Editor's Picks
Best IRA accounts in June 2023
10 min read
What is retirement planning?
5 min read
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