Retirement

Latest Articles

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  A complete guide to SEP IRAs: Why those who are self-employed should take a look

  The SEP IRA is designed for simplicity — especially if you own your own business.

  7 min read Jun 11, 2025
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  How to calculate the present and future value of annuities

  You can use an online calculator to figure the present and future value of an annuity.

  5 min read Jun 11, 2025
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  Thinking about claiming Social Security early at age 62 to invest it? We spoke to an expert who warned why it’s too risky

  Does it make sense to start Social Security at age 62 and invest the money yourself?

  2 min read Jun 10, 2025
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  How the $1,000 ‘Trump accounts’ for American babies compare to 529s and custodial Roth IRAs

  Trump accounts: What to know about these new investment accounts for kids.

  3 min read Jun 10, 2025
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  Retiring in 5 years? I tell my clients to take these 2 steps to safeguard their retirement plan

  I give this advice to all of my clients who are approaching retirement.

  3 min read Jun 10, 2025
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  Most financial advisors aren’t recommending annuities. Here’s why.

  Annuities can provide income for life. So why aren’t advisors recommending them?

  5 min read Jun 09, 2025
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  Been a victim of annuity fraud? Here’s how to report scams

  If you’ve been burned by an annuity scam, it’s important to understand your options.

  6 min read Jun 09, 2025
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  How to fund an annuity for long-term care

  Long-term care insurance is on life support. Annuities may be a better alternative.

  9 min read Jun 04, 2025
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  Should you buy an annuity? Here’s 4 times when it doesn’t make sense to do so

  There are plenty of times when buying an annuity simply doesn’t make sense.

  5 min read Jun 04, 2025
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  What is the Roth IRA 5-year rule?

  The five-year rule to get tax-free earnings out of a Roth IRA can be tricky. We explain.

  4 min read Jun 04, 2025