Retirement

child's hand with chalk write letters a, b, c, d on black chalkboard

Retirement

A Medicare primer: Parts A, B, C, and D, plus how to enroll

Want to learn the ABCs of Medicare? Start here.

Hiker on Hawaii island lava rock climbing over a big open crack in the ground.

Retirement

Filling the Original Medicare gap: What is Medicare Supplement Insurance?

Bumping up the basics.

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Pros and cons of taking out a 401(k) loan

Borrowing from your future self.

What the SECURE Act 2.0 means for you and your retirement

Some positive tweaks to retirement rules.

Retirement 101: Defined benefit vs. defined contribution plans

The burden has shifted from employer to employee.

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Retirement

Pros and cons of taking out a 401(k) loan

Borrowing from your future self.

Retirement

What the SECURE Act 2.0 means for you and your retirement

Some positive tweaks to retirement rules.

Retirement

Retirement 101: Defined benefit vs. defined contribution plans

The burden has shifted from employer to employee.

Retirement

How to use the retirement bucket strategy to protect your nest egg

Three levels of risk and return.

Retirement

What are Medicare Advantage plans, and how are they structured?

A dose of C.

Retirement

A Medicare primer: Parts A, B, C, and D, plus how to enroll

Want to learn the ABCs of Medicare? Start here.

Retirement

Filling the Original Medicare gap: What is Medicare Supplement Insurance?

Bumping up the basics.

Retirement

Original Medicare vs. Medicare Advantage: Which is right for me?

A Medicare beneficiary’s first decision.

Retirement

Create a lasting impact by leaving a legacy

We all want to be remembered well.

Retirement

Do you qualify for Social Security spousal benefits?

Know what’s due.

Retirement

How to pick the best place to retire: 4 questions to ask yourself

Tap into your priorities.

Retirement

Social Security COLA 2023: What you need to know

Adjusting for record inflation.

Retirement

Retirement savings by age: Are you on track?

Don’t get derailed.

Retirement

The Social Security decision: Drawing early, delaying, or taking at full retirement age

There’s no one-size-fits-all answer.

Retirement

The spousal IRA: Helping your spouse save for retirement

Spread savings across the household.

Retirement

Collecting Social Security benefits when you’re divorced

Boost your retirement income.

Retirement

The 4% rule: A starting point for your retirement income strategy

Here’s how it works.

Retirement

The retirement homestretch starts with a solid financial plan

Here’s a checklist.

Retirement

Weighing pros vs. cons of annuities

A question of risk: benefits and drawbacks.

Retirement

Annuities: What they are and how they work

Pay you now, pay me later.

Retirement

Heirs, wills, and trusts: Estate planning for beginners

Estate planning isn’t just for the rich.

Retirement

What is a target-date fund?

Pinpoint your investing strategy around a deadline.

Retirement

Retirement planning for the self-employed: How to choose between a solo 401(k) and SEP IRA

Self-employed? Find a solid retirement savings plan.

Retirement

What is a reverse mortgage, and should I consider one?

Understand the pros and cons.

Retirement

Beyond the 4% rule: 5 alternative retirement income strategies

One size doesn’t fit all.

Retirement

Are you really ready for early retirement?

There’s a lot to consider.

Retirement

401(k) rollovers: A step-by-step guide

Straightforward, but you have to do it right.

Retirement

Will my Social Security benefits be taxed?

When, why, and how much.

Retirement

Roth IRA vs. traditional IRA: Which should you choose?

The devil is in the (tax) details.

Retirement

5 tips for tackling tough topics with aging parents

Health, money, and other priorities.

Retirement

How to find purpose after you retire from your career

Side-hustle, volunteer, downshift? Yes, please.

Retirement

My company 401(k) plan offers a Roth option. Should I use it?

Taxes now or later?

Retirement

Estate planning checklist: Are the pieces in place?

Check it twice.

Retirement

The rule of 55 and early 401(k) withdrawals

One way to avoid the usual penalty.

Retirement

End of life planning: Cremation vs. burial, choosing a nursing home, and more

Is there any topic that’s less fun to discuss?

Retirement

What’s the difference between a 401(k) and an IRA?

Retirement account showdown: IRA vs. 401(k)

Retirement

Job-hopping? Don’t forget to roll: Four options for rolling over your 401(k)

Rock the job, roll the funds.

Retirement

How to get around the 401(k) early withdrawal penalty

Try other options first.

Retirement

What is a 403(b) plan, and how does it differ from a 401(k)?

Nearly identical, except where it isn’t.

Retirement

Your retirement income: How required minimum distribution (RMD) rules work

The ABCs of RMDs.

Retirement

Retirement income planning: Your questions answered

Getting on the right path.

Retirement

What is the FIRE movement and is it for you?

Burning desire: financial independence; retire early.

Retirement

Catch-up contributions in 2023: What you need to know once you turn 50

A pre-senior perk.

Retirement

Your employer’s 401(k) plan is an easy way to save for retirement

Plant it and watch it grow.

Retirement

Do I need a will? It’s about more than just your assets

Here’s what to consider.

Retirement

Roth conversions: What they are, how they work, pros and cons

Should you convert retirement savings?

Retirement

Contribution limits: 401(k), IRA, HSA, and 529 rules to know

New, higher limits for 2023.

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Glossary

Roth IRA

A Roth IRA is a tax-advantaged retirement savings account. You pay taxes on your contributions, but qualified withdrawals are tax-free.