Retirement

Indexed annuities: Look before you leap

Understanding index annuities

They can offer growth, but they’re complex. So do your homework and consider alternatives.

Real reasons people retire

It’s not just about money—it’s the freedom to enjoy life that leads many to stop working full time.

6 strategies for retirees

If you’re nearing or in retirement, make sure your plan is solid—and stay the course, even in volatile markets.

Manage your cash in retirement

Smart ways to help make managing your finances easier, more efficient, and less expensive.

Saving for Retirement

Three A's of successful saving

The amount you save, the accounts you save in, and your asset mix are important when saving for retirement.

IRS rollover rules

The IRS clarified the rules on rolling over after-tax money from a 401(k) to a Roth IRA.

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Getting Ready to Retire

Roth conversions after 50?

Eight things to keep in mind when considering a Roth IRA conversion when you are in or near retirement.

Planning your retirement

What will retirement look like? Ask yourself—and answer—five questions about five years before retirement.

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Living in Retirement

Turn savings into income

Consider our two-step plan—which keeps taxes in mind—to help go from saving for to spending in retirement.

Make the most of Social Security

Get answers to common questions and explore your eligibility, claiming strategies, spousal benefits, and more.

See all Living in Retirement articles