Saving for Retirement

Learn how much you may need to retire, how tax-advantaged retirement accounts work, how to factor Social Security into your retirement plan, and more.

Retirement

Retirement Without a 401(k)

No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.

June 16, 2022 Carrie Schwab-Pomerantz

Roth IRA Contributions

Once you understand what a Roth IRA is, it's time dig into how contributions work. Learn how specific rules and limitations could affect you and your money.

May 31, 2022

What is a Roth IRA?

Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you've already paid taxes on). The benefit? Your savings can grow tax-free.

May 31, 2022

Roth IRA Withdrawals

When retirement is years away, most investors tend to focus more on saving and less on what will happen when it's time to take their money out.

May 31, 2022

401(k)

3 Perks of a Roth 401(k)

Three reasons to consider contributing to a Roth 401(k), if available.

May 06, 2022

Locating a Lost 401(k)

How to locate missing retirement funds.

November 18, 2021

When To Roll Over Your 401(k)?

Consider these five strategies for handling an old 401(k).

September 24, 2021

Saving plans: IRA vs. 401(k)

We break down which retirement accounts—IRAs or 401(k)s— may be right for you.

July 30, 2021 Rob Williams

IRA

What is a Roth IRA?

Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you've already paid taxes on). The benefit? Your savings can grow tax-free.

May 31, 2022

Roth IRA Withdrawals

When retirement is years away, most investors tend to focus more on saving and less on what will happen when it's time to take their money out.

May 31, 2022

What is an IRA?

Looking for a tax-smart way to save for your future? Find out what an individual retirement account (IRA) is, what the basic benefits are, and how the three main types differ.

May 31, 2022

IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

May 31, 2022

Social Security

Wait to Take Social Security?

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.

June 16, 2022 Rob Williams