Retirement

Latest Articles

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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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  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
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  How to retire on less than $1 million and never run out of money

  Why you may not have to be a millionaire to retire.

  4 min read Aug 26, 2025
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  5 ways to get on the path to lifetime income

  Want financial security in retirement? You can’t rely on Social Security alone.

  6 min read Aug 26, 2025
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  Annuities vs. life insurance: What’s the difference?

  Here’s how annuities and life insurance work and their similarities and differences.

  5 min read Aug 25, 2025
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  What is a required minimum distribution (RMD)?

  If you have a retirement account, it’s important to have an understanding of RMDs.

  4 min read Aug 25, 2025
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  What are variable annuities? Benefits, risks and how they work

  The fees and complexity of variable annuities can far outweigh potential benefits.

  6 min read Aug 25, 2025