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Retirement

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What Is an IRA? Guide to Individual Retirement Accounts

Saving money for retirement is an important goal. Your future depends on it. The U.S. Department of Labor estimates that most of us will need between 70% and 90% of our pre-retirement income annually in retirement. Only around 40% of that income will be taken care of by Social Security. 40% is a nice start....

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7 Steps To Your Financial Independence Day: Plan your Way to Financial Freedom

This Independence Day, learn the seven key steps to achieving your own financial independence.

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Roth IRA 60 Day Rule: When Can You Withdraw?

Do you want to use your Roth IRA as a rainy day fund? Discover the two 60-day windows to consider when withdrawing funds from a Roth IRA.

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Getting The Most From Employer-Matching 401(k)s

Discover the limits on 401(k) contributions and matching contributions if you are participating in an employer-matched 401(k).

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What should I do with my old 401k? Know your options.

You've been saving into your employer-sponsored 401(k) retirement plan, but now you are leaving. Discover your options for what to do with your old 401(k).

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Retirement and the Self-Employed

If you work for yourself, saving for retirement takes a little bit more effort. Here are three qualified retirement plans that are popular among the self-employed:

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72(t) Retirement Plan 101

Learn about rule 72(t), which allows you to withdraw funds from your 401(k), IRA, or tax-sheltered annuity prior to the age of 59-½.

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IRA Rollover 101: How to Execute Your Rollover Like a Pro

Learn How to Execute Your Rollover Like a Pro

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Handling Debt Pre-Retirement: 5 Kinds of Debt to Shed Before You Retire

Debt as you approach retirement can be stressful, as you have less time to make up for shortfalls. Learn which kinds of debt you need to shed before you retire.

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