Retirement

Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.

Retirement Basics

What is a Roth solo 401(k)?

A solo 401(k) offers the same employee contribution limits as a 401(k) with an employer.

4 min read

Roth IRA, Roth 401(k) differences

Though similar in name, these accounts have major differences you should be aware of.

4 min read

Solo 401(k) vs. SEP IRA

Both kinds of plans can be started relatively fast and without many of the hassles of traditional plans.

6 min read

How to save for retirement

The most important thing is to be realistic about your goals.

16 min read

Latest Articles

10 of the biggest changes to retirement accounts due to new 401(k) and IRA rules

Here are ten of the most important changes in the SECURE Act 2.0 and what you need to know.

6 min read Jan 24, 2023
Saving for retirement when you’re in your 20s

Start stashing cash while you’re young and you’ll be richly rewarded down the road.

3 min read Dec 13, 2022
Nearly 1 in 3 Gen Z workers are not actively saving for retirement, and it could be a half-million-dollar mistake

A top financial regret is not saving enough for retirement, with 19 percent of Americans citing it.

5 min read Dec 05, 2022
2022 midterm elections and your retirement: How to stay financially prepared for policy changes

Here’s what those planning for retirement need to pay attention to.

7 min read Nov 08, 2022
Avoid these 3 common Social Security scams and how to stay protected

Here’s what seniors can do to protect themselves from these fraudsters.

5 min read Oct 13, 2022
Social Security payments to soar 8.7% in 2023 after highest COLA increase in 40 years

The jump follows last year’s large increase of 5.9 percent, and it’s the largest boost since 1981.

2 min read Oct 13, 2022
Expect the biggest Social Security cost-of-living increase in decades

This may be the first and perhaps the last time beneficiaries today receive a COLA this high.

2 min read Oct 12, 2022
Leaving a legacy: Why everyone needs an estate plan

Establishing an estate plan can help you prepare for the future and leave a legacy for the people you love.

8 min read Sep 15, 2022
What is a beneficiary?

The beneficiary is typically a person, but it could be any number of individuals as well as other entities.

5 min read Sep 14, 2022
What is a charitable trust?

Looking to help out a great cause while also gaining a number of key advantages? Here’s how a charitable trust works.

4 min read Sep 13, 2022