Retirement Insights
Explore insights for your lifestyle
Retirement
Is a rollover IRA right for you?
Here's how to decide if a rollover IRA is the right choice for your circumstances.
While rolling over a 401(k) or other employer-sponsored retirement plan into an IRA is generally quick and relatively simple, there are some nuances to consider.
Retirement
Tips to ease retirement fears
Alleviate your fears of running out of money in retirement with these strategies.
If you can afford to do so, plan for a retirement that exceeds your life expectancy.
Retirement
What to do with a 401(k) when changing jobs
Wondering what to do with an old 401(k)? Learn more about your 401(k) rollover options.
There's no one-size-fits-all answer for what to do with an old 401(k), but cashing out should be the last resort for most savers.
Retirement
Comparing retirement plans for the self-employed
Explore the pros and cons of the five most common retirement plans for the self-employed.
The right option for you will largely depend on your current earnings, how much you want to contribute and whether you have any employees—along with a few other factors.
Family
What can a trust do for you?
Trusts are very different from wills, and different types of trusts can be used to accomplish different types of goals.
Trusts are like a Swiss Army knife: powerful and versatile planning tools that most people—especially those with complex or sizeable estates—should be aware of.
Retirement
Build on the basics with retirement income 201
Advanced steps could help customize and stabilize your retirement income planning strategy.
As retirement income strategies become more advanced, the more likely it is that you’ll need professional tax help.
Family
Ideas for preserving generational wealth
Once your retirement is secure, you may want to pursue strategies to preserve wealth beyond your lifetime.
With a legacy plan in place, you have an opportunity to make a difference that can be sustained long after you've passed away.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning
Retirement
Jump-start your retirement savings with these tips
Applying a few simple tactics to save for retirement can help you enrich your next egg as you reach each life milestone.
When it comes to saving for retirement, there's no time like the present. The sooner you start saving, the more time your retirement nest egg will have to grow.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning
Saving
HSA rules change over time
As you reach certain milestones, the rules for tapping the tax advantages of an HSA may change.
These tax-sheltered accounts are growing in popularity, and it's important to understand all the health savings account rules because they shift as you age or reach certain lifestyle milestones.
Retirement
Coping when disability forces retirement
An unexpectedly early retirement could force you to manage financial uncertainties, prioritize health and find new income.
Although difficult to predict or prepare for, an early retirement due to a disability doesn't have to have a devastating financial impact.
Retirement
Key ways to think about financial planning
Here are some fundamental considerations when making a financial plan.
A financial plan helps you stay adaptable and agile while remaining focused on what's most important.
Retirement
Is a Roth or traditional IRA right for you?
There are essential differences between traditional and Roth IRAs that may impact which option is right for you.
Choosing a Roth or traditional IRA can depend on several key factors, but it all starts with understanding how they differ.
Retirement
How to choose a senior care community
It's crucial to decide what assistance you may need before considering your options.
Find the appropriate level of support and assistance that fits your or your loved one's budget.
Retirement
How to open an IRA
IRAs are available to most people, and the process of establishing an account is straightforward.
Anyone who's earned income during the year can make contributions to a traditional IRA.
Retirement
Guide to IRAs: How to grow your retirement savings
IRAs are a popular way to save for retirement. From tax benefits to contribution limits, learn more about how they work.
Unlike workplace retirement plans, anyone who has earned taxable income during the year can contribute to an IRA.
Retirement
IRA withdrawal rules you need to know
Brush up on IRA withdrawal rules to avoid paying costly penalties.
The type of account you own will dictate when you may withdraw your funds without penalty, as well as any tax implications you should be prepared for.
Showing 1 - 16 of 64 results
Showing 1 to 16 of 64 results
