Retirement

Latest Articles

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  What is the rule of 55 and how does it work?

  Here’s how the rule of 55 can help you take an early distribution from your 401(k) or 403(b).

  5 min read Sep 04, 2025
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  What are commission-free annuities and are they good for retirement?

  Thinking of purchasing a commission-free annuity? Here’s what you should know.

  4 min read Sep 04, 2025
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  Planning to retire in 2025? Do these 7 things now

  It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.

  7 min read Sep 04, 2025
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  How to use the safe withdrawal rate (SWR) method

  While the method isn’t perfect, it serves as a guideline to help retirees know where they stand.

  5 min read Sep 03, 2025
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  The average 401(k) balance by age: See how you compare

  Compare your current savings progress at your age see if you’re on track for retirement.

  5 min read Sep 03, 2025
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  401(k) contribution limits for 2025

  This generous provisions of a 401(k) can drive you toward a successful retirement.

  6 min read Sep 02, 2025
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  Saver’s tax credit: What it is, who is eligible and how to claim

  Here’s how the saver’s tax credit can reduce your tax bill.

  3 min read Aug 29, 2025
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  Social Security ‘do-over’: Why you might need one and 2 ways to do it

  Here’s how you can refile for Social Security to get a higher monthly benefit check.

  3 min read Aug 29, 2025
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  Inherited 401(k) rules: What beneficiaries need to know

  These are your options if you’ve inherited a 401(k) account.

  4 min read Aug 28, 2025
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  Affordability is Americans’ No. 1 retirement priority — but don’t overlook these 6 factors

  Cost of living is the biggest priority for Americans when deciding where to retire.

  6 min read Aug 28, 2025