Retirement

Featured

This is Not a Test — Retiring in or Near a Bear Market

Dec 20

By Matt Bell

Countdown to Change: Social Security’s Deteriorating Finances Be Prepared for Post-Retirement Financial Shocks Covering the Financial Risk of a Long Life A Health Savings Account: The Other “Retirement Account” The Retirement Investing Challenge: Keeping Up With Inflation While Limiting Risk Retirement Planning Is Not a One-and-Done Activity How Your Spending May Save Your Retirement Regrets — Retirees Have Had a Few Overcoming 5 Obstacles to Saving for Retirement Retirement Surprises A Different Take on Asset Allocation in Retirement

401(k)s

Retirement-Plan Automation Raises Enrollment — But Also Questions

9 Steps to Make the Most of Your 401(k) Coming to a 401(k) Plan Near You: Riskier, More Complex Investments Thrift Savings Plan Participants May Have New Access to SMI Strategies

More 401(k)s Articles

Estate Planning

Is a Will Alone Sufficient, or Do You Need a Trust?

Transferring Your Wealth to the Next Stewards How Much Money Should You Leave to Your Children? Preparing Financially for the Death of Your Spouse

IRAs

Making Sense of Your IRA Options

Traditional IRA vs. Roth: Which Maximizes Retirement Income? Roth IRAs and Roth 401(k)s: Similar, Yet Different How to Minimize the Cost of Early IRA Withdrawals