Retirement
Annuities and dividend-paying stocks work differently when it comes to income, taxes and risk. Annuities offer fixed or variable payments…
Many retirees receive distributions from retirement accounts, pensions, dividends or even part-time work. Should this income exceed immediate spending needs,…
If you’re receiving Social Security Disability Insurance (SSDI), you may also receive additional benefits for a dependent child. But what…
If you work in the education, healthcare or nonprofit sector, you’ve likely asked an important question regarding your plan for…
Planning for retirement involves making a lot of decisions, including how to allocate your portfolio. Among stocks, bonds and other…
Bonds and stocks each offer benefits, but they come with different levels of risk and return. A balanced mix can…
Stocks tend to dominate financial headlines due to their volatility and potential for rapid gains or losses. But, bonds also…
When you participate in a 401(k) plan, both your contributions and your employer’s contributions can help you build retirement savings.…
Annuities are often marketed as a retirement solution because they offer guaranteed income streams that can last a lifetime. However,…
If you were born in 1958, 2025 is a milestone year. You’ll be turning 67, which marks your full retirement…
Cashing out a 401(k) at age 62 is allowed, but it comes with trade-offs many savers will want to consider.…
Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate by age. This concept helps…