Retirement

July 6, 2022

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

5 Surprise Retirement Expenses

These unexpected expenses can derail your retirement. Here's how to get ahead of them.

IRA Rules: 8 Things You Need to Know

When you're ready to choose an IRA, one of your first tasks is to figure out how the rules for each type of IRA line up with your personal situation.

Will Medicare Cover Me When I'm Traveling?

Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.

A Guide on Taking 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.

How Can I Save for 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.

Retiring Single: 5 Questions to Help You Plan

If you're a single retiree, you face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.

6 Things to Do If You're Nearing Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

Must-Ask Questions: 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.

Must-Ask Questions: IRA Contributions

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.

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.