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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

Know your Social Security retirement facts

Separate fact from fiction when it comes to retirement and Social Security benefits. Knowing the facts can work to your advantage to maximize your retirement benefits.

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A man and woman looking at a computer as they discuss the difference between pre-tax and after-tax retirement savings accounts.
Retirement Planning

Pre-tax and after-tax retirement savings accounts

Do the terms 'pre-tax' and 'after-tax' savings confuse you? You're not alone. That's why we've put together this overview to help explain the difference.

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Woman in red-striped shirt, chewing on the end of a pen, studying her finances carefully.
Retirement Planning

Pay off debt or save for retirement?

When it comes to the question of deciding to pay off debt or save for retirement first, there is no easy answer, but here's how you can approach it.

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

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

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Retirement Planning

Roth IRA income limit guidelines

The Roth IRA is a retirement investment account that can have advantages over traditional IRAs, depending on your current financial situation.

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Retirement Planning

Retirement planning when you are alone or single

For many baby boomers, retiring alone may be a real possibility. Are you prepared?

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