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Retirement

A senior man relaxes on a beach chair at sunrise.
Retirement
Finance 101 for widows: What to do when a spouse dies
Grieve, reflect, assess, thrive.
Senior woman meditating at home.
Retirement
Women and retirement: Longevity increases poverty risk
Don’t outlive your money.

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Finance 101 for widows: What to do when a spouse diesGrieve, reflect, assess, thrive.
What is an elder law attorney, and when do you need one?Estate planning, retirement, health care, and more.
Women and retirement: Longevity increases poverty riskDon’t outlive your money.

Explore all in Retirement

401(k) rollovers: A step-by-step guide
Straightforward, but you have to do it right.
5 scams that target seniors and how to avoid them
Knowledge is protection.
5 tips for tackling tough topics with aging parents
Health, money, and other priorities.
A Medicare primer: Parts A, B, C, and D, plus how to enroll
Want to learn the ABCs of Medicare? Start here.
Annuities: What they are and how they work
Pay you now, pay me later.
Are 401(k) fees affecting your retirement savings?
Don’t let fees nibble down your nest egg.
Are you really ready for early retirement?
There’s a lot to consider.
Beyond the 4% rule: 5 alternative retirement income strategies
One size doesn’t fit all.
Can you have multiple traditional and Roth IRAs? What if you also contribute to a 401(k)?
Understand income and contribution limits.
Catch-up contributions in 2024: What you need to know once you turn 50
A pre-senior perk.
Charitable remainder trust: An estate-planning tool that supports your retirement and your charities
Live for today; leave for tomorrow.
Collecting Social Security benefits when you’re divorced
Boost your retirement income.
Contribution limits: 401(k), IRA, HSA, and 529 rules to know
New, higher limits for 2024.
Create a lasting impact by leaving a legacy
We all want to be remembered well.
Do gold and other precious metals have a place in your retirement portfolio?
There’s the “gold IRA” and a few other options.
Do I need a will? It’s about more than just your assets
Here’s what to consider.
Do you qualify for Social Security spousal benefits?
Know what’s due.
End of life planning: Cremation vs. burial, choosing a nursing home, and more
Is there any topic that’s less fun to discuss?
Estate planning checklist: Are the pieces in place?
Check it twice.
Filling the Original Medicare gap: What is Medicare Supplement Insurance?
Bumping up the basics.
Finance 101 for widows: What to do when a spouse dies
Grieve, reflect, assess, thrive.
Heirs, wills, and trusts: Estate planning for beginners
Estate planning isn’t just for the rich.
How much can you contribute to your 401(k), IRA, HSA, and 529 in 2024?
You can save more in ’24.
How to create a budget for retirement: A financial plan for your newfound freedom
Beyond buying new golf clubs.
How to find purpose after you retire from your career
Side-hustle, volunteer, downshift? Yes, please.
How to get around the 401(k) early withdrawal penalty
Try other options first.
How to pick the best place to retire: 4 questions to ask yourself
Tap into your priorities.
How to use the retirement bucket strategy to protect your nest egg
Three levels of risk and return.
Is it time to rebalance your retirement portfolio?
Check your asset allocation.
Is your employee 401(k) match enough to retire on?
Free money only goes so far.
Job-hopping? Don’t forget to roll: 4 options for rolling over your 401(k)
Rock the job, roll the funds.
My company 401(k) plan offers a Roth option. Should I use it?
Taxes now or later?
Original Medicare vs. Medicare Advantage: Which is right for me?
A Medicare beneficiary’s first decision.
Pros and cons of taking out a 401(k) loan
Borrowing from your future self.
required minimum distribution (RMD)
Retirement 101: Defined benefit vs. defined contribution plans
The burden has shifted from employer to employee.
Retirement income planning: Your questions answered
Getting on the right path.
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 savings by age: Are you on track?
Don’t get derailed.
Revocable vs. irrevocable trust: What’s the difference?
Make sure you’re certain.
Roth conversions: What they are, how they work, pros and cons
Should you convert retirement savings?
Roth IRA vs. traditional IRA: Which should you choose?
The devil is in the (tax) details.
Senior identity theft: How it works and 5 ways to stop it
Your best defense is to be prepared.
Social Security COLA 2024: What you need to know
A healthy bump, but a far cry from 2023’s record increase.
The 4% rule: A starting point for your retirement income strategy
Here’s how it works.
The retirement homestretch starts with a solid financial plan
Here’s a checklist.
The rule of 55 and early 401(k) withdrawals
One way to avoid the usual penalty.
The Social Security decision: Drawing early, delaying, or taking at full retirement age
There’s no one-size-fits-all answer.
The spousal IRA: Helping your spouse save for retirement
Spread savings across the household.
Types of individual retirement accounts: Your guide to traditional, Roth, SEP, and SIMPLE plans
An IRA crash course.
Weighing pros vs. cons of annuities
A question of risk: benefits and drawbacks.
What are Medicare Advantage plans, and how are they structured?
A dose of C.
What are self-directed IRAs, and should I consider one?
A (complex) way to hold alternative assets in a retirement account.
What is a 403(b) plan, and how does it differ from a 401(k)?
Nearly identical, except where it isn’t.
What is a beneficiary? Where do I need to designate one?
The short answer: Insurance policies, investment accounts, annuities, and trusts.
What is a reverse mortgage, and should I consider one?
Understand the pros and cons.
What is a target-date fund?
Pinpoint your investing strategy around a deadline.
What is an elder law attorney, and when do you need one?
Estate planning, retirement, health care, and more.
What is the FIRE movement and is it for you?
Burning desire: financial independence; retire early.
What the SECURE 2.0 Act means for you and your retirement
Some positive tweaks to retirement rules.
What’s the difference between a 401(k) and an IRA?
Retirement account showdown: IRA vs. 401(k)
Will my Social Security benefits be taxed?
When, why, and how much.
Will vs. living trust: What’s the difference?
Estate planning 101.
Women and retirement: Longevity increases poverty risk
Don’t outlive your money.
Your employer’s 401(k) plan is an easy way to save for retirement
Plant it and watch it grow.
Your guide to small business retirement plans
Get the best bang for your benefit bucks.
Your retirement income: How required minimum distribution (RMD) rules work
The ABCs of RMDs.
You’ve inherited an IRA. Do you have to take required minimum distributions?
It’s time for some next-level estate planning.