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Seven Ways to Prepare When You're Forced into Retirement
If you left (or will soon leave) the workforce earlier than you had anticipated, refer to this checklist to enjoy an easier transition.
How to seize control of your financial future in your 40s
It’s never too late, nor too early, to begin saving for your retirement. Check out what workers approaching (or already in) their 40s need to know.
An Overview of the Most Common Retirement Plans
In this article, we’ll provide you with a high-level overview of the most common retirement plan types investors use to accumulate wealth.
The Most Tax-Friendly States for Retirees
Determining where to live in retirement isn’t an easy decision, with so many factors to consider. That said, one often-overlooked consideration is taxes.
Why Planning for Retirement is More Complicated Today
Planning for retirement is much more challenging than it was for previous generations, and this post explores why.
Using the Rule of 55 to Take Early 401(k) Withdraws
If you need early access to your employer-sponsored retirement account, you should know about the rule of 55 to help avoid IRS fees.
Tips on How Not to Run Out of Money in Retirement
Worried you won’t have enough money to enjoy retirement? Here are some steps to minimize (or even avoid!) financial roadblocks in your later years.
Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Mastering RMDs: Navigating the Essentials
Is it better to take your RMDs as a lump sum or in installments? Learn the pros and cons of each strategy in addition to other avenues associated with RMDs.