Retirement
Recently Posted
- Profit-sharing plans: Retirement money, not a bonusA valuable benefit with a misleading name.
- Social Security Disability Insurance: How to qualify and what affects your benefitsIncome when working isn’t an option.
- Retirement lifestyle inflation: Too much fun today can make for a difficult tomorrowHelp your nest egg go the distance.
Defined Contribution PlansSee all
- Profit-sharing plans: Retirement money, not a bonusA valuable benefit with a misleading name.
- 401(k) vesting schedules: Cliff, graded, and immediate ownershipHow long until you own your employer’s match?
- Retirement saving basics: 457 plan vs. 403(b)Nest eggs for nonprofit workers.
Estate PlanningSee all
- Special needs trust: 8 steps to securing a plan for future careProtect assets without forfeiting government benefits.
- Estate planning strategies for dependents with disabilitiesPeace of mind for you and your family.
- Preparing your will: How an attorney can helpYou might want to spend the money for a lawyer.
Pensions & AnnuitiesSee all
- Understanding annuities: Should you buy one?Weigh the costs and complexities.
- Could a multiyear guaranteed annuity be part of your retirement planning?A steady and predictable income stream.
- Fixed vs. variable annuity: Choosing the right option for your retirement goalsStability or potential for growth?
Retirement LivingSee all
- Retirement lifestyle inflation: Too much fun today can make for a difficult tomorrowHelp your nest egg go the distance.
- Assisted living 101: Questions to ask about timing, care, and costsWhen independence needs a hand.
- Planning for health care costs in retirementTake control of what you’ll spend on care.
Retirement PlanningSee all
- Retirement Savings and Strategy for the HomestretchA Britannica Money Learning Journey
- Retirement planning: Are you comfy with money math?A Britannica Money Learning Journey
- Retirement Ready: Budgeting, Relocating, and Leaving a LegacyA Britannica Money Learning Journey
Social Security & MedicareSee all
- Social Security Disability Insurance: How to qualify and what affects your benefitsIncome when working isn’t an option.
- Medicare Part D: Navigating prescription drug coverageA drug plan doesn’t have to be a bitter pill to swallow.
- Calculating your Social Security benefits? Breakeven ages and how to decideTailor the formula to your unique needs.