Retirement
Latest Retirement News
How to Roll Over a 401(k) to a 403(b)
Rolling over your 401(k) to a 403(b) is only an option if you start a job that offers a 403(b)…
SEP vs. Annuity: Which Is Better for the Self-Employed?
If you’re self-employed, saving for retirement is your responsibility. Two common tools are SEP IRAs and annuities, but they work…
How to Withdraw From Your 401(k) After Age 60
Reaching age 60 is a major financial milestone, particularly when it comes to your 401(k) retirement savings. While you can…
When Can You Retire If You Were Born in 1959?
If you were born in May 1959, you are turning 66 in 2025. This puts you right at the doorstep…
Can 401(k) Participants Also Make SEP IRA Contributions?
Many people who contribute to a 401(k) wonder if they can also make SEP IRA contributions. The answer depends on…
5 Strategies to Convert Retirement Assets Into Income
Saving for retirement is only half the battle. Once you leave the workforce, you’ll need a plan for turning your…
How Much Should I Have in My 403(b) to Retire?
Wondering how much you should have in your 403(b) to retire comfortably? It’s a common question for educators, healthcare workers…
What Is the Typical Wage Replacement Rate?
A key question in retirement planning is how much of your income you’ll need to replace once you stop working.…
Rule of 110: How to Calculate and Examples
When building an investment strategy, your asset allocation is one of the most important decisions you will make. The Rule…
Roth IRA vs. Index Fund: What’s the Difference?
The comparison between a Roth IRA and an index fund often mixes structure with strategy—one is a retirement account, the…
