Retirement

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

Retirement Basics

Here’s how Social Security works, how it’s funded, and how it fits into your retirement plan.

Find out how your Social Security benefits are calculated for your retirement.

For people living on a fixed income, the COLA is a critical safety net.

A great starting point for retirement investing is your employer’s 401(k) plan.

SIMPLE 401(k): A guide to get started

Work at a small business? You may be able to boost your retirement savings with a SIMPLE 401(k).

5 min read Sep 12, 2024
5 biggest financial risks in retirement

Retirement is a time of great joy for many people, but it can also be full of uncertainty.

3 min read Sep 16, 2024
How annuities are impacted by interest rate cuts

Interest rates are important to consider when purchasing an annuity.

6 min read Sep 11, 2024
Social Security benefits estimated to rise by 2.5% in 2025

What you need to know about the estimated increase expected for Social Security benefits.

2 min read Sep 11, 2024
Annuity terms every investor should know

From annuitization to withdrawal charges, here’s a quick guide of annuity terms.

4 min read Sep 10, 2024
Gold IRA: Should you open one to save for retirement?

Thinking of opening a gold IRA? What investors should know.

3 min read Sep 09, 2024
Best 401(k) plans of 2024

Here are the best 401(k) plans by provider and some key facts about each.

6 min read Sep 06, 2024
IRA loans: Can you borrow from your IRA?

Unexpected events may leave you short on cash. You can’t borrow from IRAs, but there are ways to tap funds early.

3 min read Sep 05, 2024
Top 10 reasons to contribute to a 401(k)

Here are the top 10 reasons to contribute to your workplace retirement plan.

3 min read Sep 05, 2024
13 states that don’t tax your retirement income

These states don’t tax retirement income.

3 min read Sep 05, 2024