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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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An adult woman researching 457 plans on her tablet.
Retirement Planning

What's a 457 plan?

Similar to a 401(k), a 457 Plan is a retirement savings plan that is typically offered to employees of state and local governments, and qualified non-profits.

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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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Middle-aged woman leans against the wall in her home surrounded by natural light pouring in through the window.
Retirement Planning

When can I retire?

People are living longer and very few have a pension that can see them through retirement. So how do you estimate when you can retire? Read this article to get started.

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Retirement Planning

When should I retire?

You can start getting Social Security benefits right away when you reach age 62. But figuring out when to retire is another question entirely.

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Grandfather and grandson on couch surrounded by indoor plants looking at a tablet screen.
Retirement Planning

Where's my catamaran? Setting smart and realistic retirement goals

Anything from unexpected health care costs to market volatility can derail your dreams. That means it's important to focus on setting smart and realistic goals.

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Senior man out biking along a beautiful mountainside background.
Retirement Planning

Why you may want to consider senior life insurance

Do you still need life insurance once you achieve retirement? The answer depends on your overall financial picture and family circumstances.

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 A senior couple playfully outdoors doing yard work.
Retirement Planning

Will I need to delay retirement?

From financial obligations to concerns about healthcare coverage, people ages 60 and older are reporting they will delay plans to retire.

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