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Retirement planning

Social Security. Tax deferred benefits. IRAs. Get the facts you need to understand your retirement options with the articles and videos in this section.
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Retirement Planning

Understanding IRAs

An IRA is a great way to save for retirement. This article covers the basic types and how they work.

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Young woman at work reading about the difference between a pension plan and a 401K.
Retirement Planning

Understanding the difference between a pension plan and a 401(k) plan

Pension plans, which are funded by your employer, are increasingly being replaced by 401(k) plans, which are employee-funded. Learn how these plans work and what they mean for your retirement.

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A senior African American woman reviewing her pension paperwork while deciding who to make her beneficiary.
Retirement Planning

What happens to your pension if you die before you retire?

Protect future payments from your pension plan by ensuring a beneficiary has been named. If no one has been named, the distribution of your pension will be determined by the rules of your plan and/or state.

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Retirement Planning

What is an annuity?

If you're planning for retirement, you've likely heard the term 'annuity.' Understand the basics and what role annuities can play in retirement planning.

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Retirement Planning

What is the difference between a pension and a retirement plan?

Two common types of retirement plans people are familiar with are a pension and a 401(k). While both help you save for your future, there are a few key differences.

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Retirement Planning

What should I do with my 401k plan when I change jobs?

So you've changed jobs and set up your new 401k. Don't forget about the old one. When moving your plan, here are some important facts to consider.

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Retirement Planning

What's the difference between roth and traditional IRA?

So you're ready to start an IRA. But what kind of IRA do you need? This article outlines the two major IRA choices, their differences and what benefits they offer.

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