Retirement

Smart, focused guidance on all aspects of retirement planning and spending.

Saving for Retirement

  • Looking beyond a 401(k) for retirement

    Your employer match is arguably one of the best reasons to make sure you contribute to your company-sponsored 401(k) plan. But once you max out on that, it may be a good idea to look at some other options.
  • Why retirees shouldn't let market volatility scare them

    What should retirees or soon-to-be retirees do during times of market volatility? Here's how to deal with an unpredictable market and the anxiety that comes with it.
  • Don't put off signing up for Medicare Part B

    When you turn 65, you have seven months to sign up for Medicare Part B without a penalty. Miss that window, and you could wind up delaying coverage and paying higher premiums permanently.
  • Gray divorces can complicate retirement

    When couples over 50 split up, retirement accounts are a key sticking point. While dividing up assets is never an easy task, new tax laws will make it harder. Here's how to navigate the new rules.

401(k)

  • Looking beyond a 401(k) for retirement

    Your employer match is arguably one of the best reasons to make sure you contribute to your company-sponsored 401(k) plan. But once you max out on that, it may be a good idea to look at some other options.
  • Contribute more to your 401(k) and IRA in 2019

    Workers will be able to contribute more to their retirement accounts in next year. Here's how to take advantage of the new tax breaks to save more.
  • How to protect your portfolio from rising rates

    Market turbulence shouldn’t derail your long-term asset allocation, but you might want to tweak it. If you’re concerned about rising rates, here’s a primer on the impact to your portfolio.
  • How market volatility affects your 401(k)

    There's a good chance your retirement account was impacted by the recent market volatility since some portion of diversified plans are tied to stocks. Here's what you can do.

Getting Ready to Retire

  • Why retirees shouldn't let market volatility scare them

    What should retirees or soon-to-be retirees do during times of market volatility? Here's how to deal with an unpredictable market and the anxiety that comes with it.
  • 10 ways to choose the best health care

    It's essential during open-enrollment season to take the time to assess what coverage is best for the year ahead. Here are 10 tips.
  • How these early retirees figured it out

    While it's easy to fantasize about an early retirement, few people are able to pull it off. These Americans not only managed to quit before the age of 50, but they're thriving as well. Here's how they all did it.
  • A couples strategy for Social Security

    Waiting until age 70 to claim Social Security is one way to maximize benefits, but some couples may want to get one check coming in before then. It’s called a 'restricted application.' Here's how it works.

Living in Retirement

  • Don't put off signing up for Medicare Part B

    When you turn 65, you have seven months to sign up for Medicare Part B without a penalty. Miss that window, and you could wind up delaying coverage and paying higher premiums permanently.
  • How these early retirees figured it out

    While it's easy to fantasize about an early retirement, few people are able to pull it off. These Americans not only managed to quit before the age of 50, but they're thriving as well. Here's how they all did it.
  • Social Security gets its biggest bump in years

    Welcome news for U.S. retirees: Their Social Security benefits are getting their largest inflation adjustment in eight years, while health insurance will take a smaller share of their benefits.
  • A couples strategy for Social Security

    Waiting until age 70 to claim Social Security is one way to maximize benefits, but some couples may want to get one check coming in before then. It’s called a 'restricted application.' Here's how it works.