Guide to annuity fees

Are annuities right for you?

Annuities can be complex. Here are some basic guidelines on how to help ensure you're getting a good value.

Social Security tips for couples

Consider three strategies that may help married couples dramatically boost their lifetime benefits.

Reality check: Get your score

Do you want to worry about money when you’re retired? No way. That's why you need to see how you are doing now.

Inflation: A retirement risk

When you are no longer earning a paycheck, inflation can be a bigger risk to your lifestyle.

Saving for Retirement

Tax-savvy conversions

Before you convert your traditional IRA to a Roth IRA, consider two tax-savvy strategies.

401(k) dos and don’ts

When you're in a financial bind, a 401(k) hardship withdrawal may be an option. But first consider the alternatives.

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Getting Ready to Retire

Don't delay MRDs

Why waiting until April to take your first required distribution may increase your tax bill.

Create future income

Want to secure guaranteed* income for the rest of your life? Find out about the pros and cons of deferred annuities.

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Living in Retirement

Don’t miss the MRD deadline

Missing a minimum required distribution can be costly, and may mean a significant tax penalty.

Five Social Security myths

We clear up some common myths and misperceptions to help you make a decision about claiming your benefit.

See all Living in Retirement articles