Retirement

Inherited an IRA? Understand your distribution options

If you inherit an IRA, you must follow the timing rules for withdrawing money from the IRA or face a stiff penalty. Read further to learn more about your options.
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Retirement planning for women

Why Living Longer Means You Have to Save That Much Harder
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Imagine your best retirement

Getting to where you want to go will depend on the choices you make today. While we know you are likely doing what you can now to save, you have many priorities competing for your money. Taking the appropriate steps now may help set you up for a better financial situation later.
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What you need to know about your retirement forecast

Is your retirement forecast rainy or sunny? Do you see a green light on your road to retirement or are you stopped by a red light? Is your projected retirement age older than you’d like?
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Why you should pay off these 3 debts before you retire

Retirement should be a time to kick back and relax, whether that means traveling the world or staying at home to play with the grandkids. Unfortunately, far too many seniors are spending their golden years worried about their finances-- and debt is a big reason why.
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Will my retirement fund withdrawals affect my Social Security benefits?

Social Security provides a guaranteed source of income in retirement, but what many don't realize is that you're not guaranteed to keep it all. Some retirees owe taxes on their Social Security benefits, but it all depends on your income. Here's a closer look at how your retirement fund withdrawals play into all of this.
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Pension or lump sum? Compare payouts and options before you decide

About half of pension plan participants can choose to take their money in a lump sum when they retire. If you have that choice or are offered a buyout, what’s your best option?
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