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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Grantor trust: What it is and a guide to how the rules work
This revocable trust has all its income and deductions reported on the owner’s tax return. Learn more about how it works.
3 min read Aug 23, 2022 -
How to suspend Social Security benefits and when it makes sense to do so
Here’s what to know about suspending Social Security benefits and when you might want to.
5 min read Sep 21, 2023 -
Why Florida is Bankrate’s best state for retirement in 2022
The Sunshine State came out on top for retirees in 2022, here’s how.
3 min read Aug 18, 2022 -
Inflation may push Social Security COLA up around 10% in 2023
Surging prices could push next year’s Social Security COLA to 10%.
2 min read Aug 12, 2022 -
5 things every millennial should know about saving for retirement
For millennials, retirement shouldn’t be an afterthought, because they have the best money-making asset: time.
4 min read Feb 22, 2023 -
Employee stock ownership plan (ESOP): What it is and how it works
ESOPs are a defined contribution plan with benefits for both the employer and employee.
5 min read Nov 23, 2022 -
Top scams that target seniors and how to avoid them
Fraudsters prey on the elderly. Watch out for these swindles to avoid becoming victimized.
8 min read Jun 20, 2022 -
Do you need a pour-over will in your estate plan?
This specific type of will is generally created in conjunction with a trust. Here’s what to know.
2 min read Apr 20, 2022 -
Survey: More than half of American workers say they’re behind on retirement savings
A full 52 percent of American workers say their retirement savings are not where they need to be.
7 min read Nov 18, 2021 -
Social Security payments set to jump 5.9% in 2022 following biggest COLA increase in nearly 40 years
Here’s how much the average Social Security recipient will receive.
2 min read Mar 11, 2022