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Retirement
Rule of 110: How to Calculate and Examples
When building an investment strategy, your asset allocation is one of the most important decisions…
Annuities vs. Dividend Stocks: Taxes, Pros and Cons, Examples
Annuities and dividend-paying stocks work differently when it comes to income, taxes and risk. Annuities…
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…
5 Strategies to Convert Retirement Assets Into Income
Saving for retirement is only half the battle. Once you leave the workforce, you’ll need…
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)…
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…
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…
Maximum Social Security Benefit If You’re Born in 1958
If you were born in 1958, 2025 is a milestone year. You’ll be turning 67,…
Can I Cash Out My 401(k) at Age 62? Pros and Cons
Cashing out a 401(k) at age 62 is allowed, but it comes with trade-offs many…
Safe Withdrawal Rate By Age: How to Calculate
Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate…
5 Reasons You May Want to Take Social Security Early
Deciding when to claim Social Security can be one of the most important retirement decisions…
What Happens to Money in a 401(k) That Isn’t Vested?
When you participate in a 401(k) plan, both your contributions and your employer’s contributions can…
