Retirement-plans
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Is a Phased Retirement Right for You?
Want to keep working, just not as hard? A phased retirement may just be the answer.
By Kimberly Lankford Last updated
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
By Jacob Wolinsky Last updated
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Last updated
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What You Need to Know About Calculating RMDs for 2025
required minimum distributions (RMDs) As 2025 begins, it's important to know how to calculate your RMDs and be prepared for them to be higher this year than they were in 2024.
By Chris Gullotti, CFP® Last updated
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SECURE 2.0 Act Summary: New Retirement Savings Changes to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor Last updated
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
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Inherited IRA Pitfalls to Avoid
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo Last updated
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Five Changes Coming to IRAs and 401(k)s in 2025
The 2025 rule changes for Roth and traditional IRAs could mean more money for your retirement. But you have to pay attention to reap the rewards.
By Donna LeValley Last updated
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Do You Agree With David Letterman's Opinion on Retirement?
The former talk show host called retirement a 'myth.'
By Alexandra Svokos Published