Retirement
Explore Retirement
Latest
-
Seven 401(k) Mistakes That Could Tank Your Retirement
401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement.
By Kathryn Pomroy Published
-
Is a Medicare Advantage Plan Right for You?
Medicare Advantage plans can provide additional benefits beneficiaries can't get through original Medicare for no or a low monthly premium. But there are downsides to this insurance too.
By Jackie Stewart Last updated
Medicare -
States That Won't Tax Your Death
Estate Taxes How much will your children —or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington Last updated
Estate Taxes -
You're 62 Years Old With $1 Million Saved: Can You Retire?
The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
-
12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
By Donna LeValley Last updated
Social Security -
Social Security and Your Taxes: Five Things to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
By Kelley R. Taylor Last updated
Social Security -
Social Security Tax Limit for 2024
Social Security Wealthier taxpayers will have more Social Security tax taken from their paychecks this year.
By Kelley R. Taylor Last updated
Social Security -
Come as You Are: Wealth Management for Gen X
Gen X is stuck in the middle of kids and aging parents, but retirement's not far off. Time to prioritize, with help from Nirvana, The Eagles and David Bowie.
By Alvina Lo Published
-
New Job? Time to Start a 401(k) Plan
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.
By Adam Shell Published