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Retirement

Retirement
A Medicare primer: Parts A, B, C, and D, plus how to enroll
Want to learn the ABCs of Medicare? Start here.
Retirement
Original Medicare vs. Medicare Advantage: Which is right for me?
A Medicare beneficiary’s first decision.
Retirement
Social Security COLA 2023: What you need to know
Adjusting for record inflation.
Retirement
Create a lasting impact by leaving a legacy
We all want to be remembered well.
Retirement
The spousal IRA: Helping your spouse save for retirement
Spread savings across the household.
Retirement
Retirement savings by age: Are you on track?
Don’t get derailed.
Retirement
Retirement planning for the self-employed: How to choose between a solo 401(k) and SEP IRA
Self-employed? Find a solid retirement savings plan.
Retirement
What is a reverse mortgage, and should I consider one?
Understand the pros and cons.
Retirement
Weighing pros vs. cons of annuities
 A question of risk: benefits and drawbacks.
Retirement
Heirs, wills, and trusts: Estate planning for beginners
Estate planning isn’t just for the rich.
Retirement
Annuities: What they are and how they work
Pay you now, pay me later.
Retirement
What is a target-date fund?
Pinpoint your investing strategy around a deadline.
Retirement
Are you really ready for early retirement?
There’s a lot to consider.
Retirement
Will my Social Security benefits be taxed?
When, why, and how much.
Retirement
401(k) rollovers: A step-by-step guide
Straightforward, but you have to do it right.
Retirement
Roth IRA vs. traditional IRA: Which should you choose?
The devil is in the (tax) details.
Retirement
5 tips for tackling tough topics with aging parents
Health, money, and other priorities.
Retirement
How to find purpose after you retire from your career
Side-hustle, volunteer, downshift? Yes, please.
Retirement
The rule of 55 and early 401(k) withdrawals
One way to avoid the usual penalty.
Retirement
End of life planning: Cremation vs. burial, choosing a nursing home, and more
Is there any topic that’s less fun to discuss?
Retirement
What’s the difference between a 401(k) and an IRA?
Retirement account showdown: IRA vs. 401(k)
Retirement
What the SECURE Act 2.0 means for you and your retirement
Some positive tweaks to retirement rules.
Retirement
What is the FIRE movement and is it for you?
Burning desire: financial independence; retire early.
Retirement
Retirement income planning: Your questions answered
Getting on the right path.
Retirement
What is a 403(b) plan, and how does it differ from a 401(k)?
Nearly identical, except where it isn’t.
Retirement
Pros and cons of taking out a 401(k) loan
Borrowing from your future self.
Retirement
Roth conversions: What they are, how they work, pros and cons
Should you convert retirement savings?

Featured Term

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Glossary
Solo 401(k) plan
A tax-deferred retirement plan for self-employed individuals who have no employees (except their spouse). A solo 401(k) plan allows you to contribute up to the annual maximum contribution limit.