Retirement
Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.
Retirement Basics
Editor's Picks
How to roll over your 401(k) in 5 easy steps
11 min read
Latest Articles
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Should you delay applying for social security past age 70?
It doesn’t pay to wait past age 70 to collect benefits, but working might help.
2 min read Oct 08, 2014 -
Estate planning attorney has my documents
You want to have easy access to your papers when you need them. Here’s what to do.
3 min read Oct 01, 2014 -
Survey: 36 percent not saving for retirement
Bankrate’s survey finds an alarming lack of savings among Americans.
3 min read Aug 18, 2014 -
Leave 401(k) or roll it over?
After leaving a job, you’ll be faced with the choice of what to do with your 401(k) money.
4 min read Jul 30, 2014 -
Cash out 403(b) retirement account to quit job?
It may be stupid to cash out your 403(b) now for all the taxes and penalties you’d pay.
2 min read Jun 12, 2014 -
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 -
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