Retirement
Retirement is one of the key financial goals for many people. Saving early and often is important. So is taking advantage of products and accounts designed specifically for retirement. Tax advantages are a key feature of annuities, IRAs and employer sponsored retirement savings plans, such as 401(k), 403(b) and 457(b) plans. Any earnings growth in these products is generally tax-deferred until you make withdrawals, generally when you are retired and may well be in a lower tax bracket.
Research Articles
- How Can I Control the Distribution of My Estate?
If you haven't taken steps already, consider planning now for the distribution of your estate’s assets.
- How Should I Manage My Retirement Plan?
Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.
- Retirement Plan Distributions
When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
- Save Now or Save Later?
If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.
- Social Security Income
The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.
- Will Social Security Retire Before You Do?
Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.
Videos
- The Retirement Income Factor
How much money will you bring to retirement?