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 set up a trust fund
Trust funds just aren’t for the rich. Many people can benefit from setting one up. Here’s how to get started.
5 min read Jul 10, 2024 -
What is the difference between ordinary annuity and annuity due?
The main difference is the timing of annuity payments.
3 min read Jul 02, 2024 -
What to know when inheriting an annuity
Here’s how inheriting an annuity works and what to do with it.
4 min read Jun 28, 2024 -
What’s an Individual Retirement Annuity? How they work, contribution limits and payouts
Individual retirement annuities can provide regular income to retirees.
4 min read Jun 28, 2024 -
How to sell an annuity
Considering selling your annuity for cash? Here’s how to do it in five easy steps.
5 min read Jun 27, 2024 -
A guide to self-directed IRAs: Here’s what you can invest in and how to open an account
You can invest in almost anything that’s investible with an SDIRA. These are the key advantages and disadvantages.
4 min read Jun 24, 2024 -
What is a qualified charitable distribution? Get a tax benefit for small donations
Here’s how qualified charitable distributions work and what to watch out for.
3 min read Jun 24, 2024 -
What is a will and how does it work?
Dying without a will can lead to a lengthy and potentially messy legal process.
6 min read Jun 20, 2024 -
Self-directed IRA vs. traditional IRA
Compare traditional & self-directed IRAs. Find tax advantages & investment options.
3 min read May 31, 2024 -
9 ways for early retirees to cover health care costs
Early retirement requires careful planning, especially when it comes to health care.
5 min read May 30, 2024