Retirement

Save for retirement and prepare for how you'll spend your money once you retire. 

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Retirement

Are Crypto and Retirement Savings a Risky Mix?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

Financial Planning

Can You Get a Retirement Match From Uncle Sam?

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

Social Security

When Should I Collect Social Security?

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

Retirement

Tips to Maximize Your Savings Near Retirement

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

Retirement Income

Phasing Retirement with a Bucket Drawdown Strategy

Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

Retirement Income

How to Alleviate Four Common Fears for Retirees

Preparing for retirement can feel like an intimidating task. However, there are some things you can do to reduce common fears.

Retirement Income

Retiring Early? 5 Key Points about the Rule of 55

Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.

Retirement Income

Beyond the 4% Rule: How Much Can You Spend in Retirement?

How much can you spend in retirement without running out of money? The 4% rule is a common rule of thumb, but we think you can do better by finding your personalized spending rate.

401(k)

How Do 401(k)s Work? 8 Frequently Asked Questions

Have 401(k) questions? Get answers to the most frequently asked 401(k) questions to demystify the most common type of your workplace retirement plan.

Retirement

Investing Basics: Planning for Retirement

Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

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The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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