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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 your Medicare coverage options

Medicare will factor into your health insurance when you retire but you need to recognize that different parts of Medicare cover different services.

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Older couple talking over breakfast about health savings accounts and retirement
Retirement Planning

Understanding your health savings account options

Rising healthcare costs can make a huge dent in your retirement savings. Consider opening a Health Savings Account to help offset costs.

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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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Senior adult woman sitting in her office discussing 401(k) plans.
Retirement Planning

What is a 401(k) plan?

Learn about what a 401(k) plan is, how it works and if investing in one is right for you.

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A young woman referencing her budget while grocery shopping.
Retirement Planning

What is a budget and what can it help me with?

Having a budget doesn't have to be a bad thing. It can be helpful in avoiding a financial crisis and help you plan ahead for major life events as well as reach a nice financial goal.

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Retirement Planning

What is a money market account?

Money market accounts can be a secure place to save and grow your money. Learn more about how they work.

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Retirement Planning

What is an annuity income rider?

An overview of how annuity income riders work and what to look for when considering adding an income rider to an annuity contract.

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