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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

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 average retirement income?

The average retirement income depends on a lot of factors, such as the amount of Social Security you will receive.

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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 401(k) plan when I retire?

There are many decisions to make when preparing to retire. Many people will depend on their 401(k) as a source of retirement income.

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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 you need to know about retirement accounts and required minimum distributions

Required minimum distributions (RMDs) are the amount you need to withdraw from your retirement accounts each year after a certain age.

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Retirement Planning

What you should know about Social Security and retirement planning

Yes, you know there's that FICA line on your paycheck. But do you understand how your Social Security benefits are earned and calculated? Here's a quick review.

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