Retirement
Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.
Retirement Basics
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Latest Articles
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Roth solo 401(k): What it is and who should get one
A solo 401(k) offers the same employee contribution limits as a 401(k) with an employer.
5 min read Jun 03, 2025