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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

Boosting your retirement planning confidence with annuities

A high-level overview of the types of annuities available and how they can be used for retirement.

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Financial advisor and her client discussing the options regarding borrowing from his 401K.
Retirement Planning

Borrowing from 401k plans: 3 reasons why it may not be a good idea

Borrowing against your 401(k) can be tempting but, before you do, weigh all the consequences. Here's what you need to consider.

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Retirement Planning

Can annuities provide you with peace of mind in retirement?

Living longer has become a source of anxiety for many Americans. Why? Because retirement income will need to last as long as the retiree does.

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Middle-aged man leaning against his desk and looking closely at a tablet in his hand.
Retirement Planning

Creating a budget before you retire

To help ensure you are putting enough away for retirement, it's a good idea to create a budget to use before you retire.

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Man sitting on a train and working on his laptop.
Retirement Planning

Creating a budget: 5 ways to better manage your spending

Budgeting is like a roadmap of your spending and saving. With a little bit of planning, you'll reach your financial destination.

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Retirement Planning

Deciding when to retire?


Retiring early could have financial implications such as a reduction in your Social Security benefits. In many cases, your retirement benefit could be larger if you wait.

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Young employee researching her retirement plan options at her workplace.
Retirement Planning

Defined contribution plan types

In retirement planning you may hear about a variety of savings plans ranging from 401(k), 457 or even 403(b). But what do these numbers mean and how do they differ?

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