Featured Resources

Viewing 7 - 24 of 43

Two people dressed in formal business wear meeting and discussing finances.

Investing - 4-Minute Read

Kevin Graham - Apr 24, 2024

What Are The Rules For Roth IRA Withdrawals?

Does a withdrawal from your Roth IRA make sense at this time? Learn the rules about withdrawals to make sure you don’t take a financial hit in the process.
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Investing - 6-Minute Read

Scott Steinberg - Apr 19, 2024

IRA: What It Is, How It Works And How To Get Started

An Individual Retirement Account (IRA) provides benefits for users including tax-efficient retirement savings. Learn about setup, contributions and IRA types.

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Investing - 8-Minute Read

Matt Cardwell - Apr 18, 2024

What Is A 401(k) And How Does It Work?

A 401(k) account is key to many Americans’ retirement plans. Check out this overview of 401(k) plans, from getting started to contributing to cashing them out.

Happy African American couple budgeting together at home.

Investing - 7-Minute Read

Sarah Li Cain - Mar 30, 2024

The Complete Guide to Roth IRAs

A Roth IRA is a retirement savings account that offers tax-free growth and untaxed withdrawals when you retire. Get the facts and find out if a Roth IRA is right for you.

Team of multigenerational business colleagues meeting around a table.

Investing - 8-Minute Read

David Collins - Mar 25, 2024

Common Myths About Social Security

Social Security is a government program that primarily supports retirees and people with disabilities. Here are the facts so you know what to expect.
Young man working on programming in office.

Investing - 4-Minute Read

Feb 16, 2024

What Happens To A 401(k) When You Quit Your Job?

What happens to your 401(k) when you leave a job will depend on your former employer’s policies and your 401(k) account balance. Discover your options here.
Young woman working from home in her kitchen on a laptop.

Investing - 7-Minute Read

Dan Miller - Feb 15, 2024

IRA Vs. 401(k): Key Differences And How To Choose

Not sure whether to use a 401(k) or an IRA for your retirement savings? Learn the differences between an IRA and a 401(k) so you can choose your best option.

Couple looking at their budget.

Personal Finance - 7-Minute Read

Matt Cardwell - Feb 14, 2024

How Much Do I Need To Retire?

How much money do you need to save for retirement? Explore investment strategies that can reduce the stress of retirement planning at any stage of your career.

 
Middle aged man on computer.

Investing - 6-Minute Read

Carey Chesney - Jan 31, 2024

401(k) Tax Guide: Contributions, Withdrawals And More

Understanding 401(k) taxes isn’t always the easiest. Use this guide to ensure you’re making the most of your retirement savings and avoiding tax penalties.

Senior woman helping daughter choose a home online as they sit in the mother's living room.

Investing - 3-Minute Read

Carey Chesney - Jan 5, 2024

Widow Benefits Law And Social Security Survivor Benefits: What To Know

Curious about the benefits Social Security offers surviving spouses? Learn about the widow benefits law and how it can help safeguard your financial well-being.

Older couple looking at computer and smiling together.

Investing - 7-Minute Read

Sarah Li Cain - Dec 21, 2023

Your Guide To Early Retirement

Wondering if you can retire early? Peruse this guide on early retirement to find the steps involved in the process, and the pros and cons of early retirement.

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Investing - 4-Minute Read

Angelica Victor - Nov 7, 2023

Pensions: What Are They And How Do They Work?

A pension is an account that is paid into while you work, and which you can draw from after you retire. Learn more about how pensions work in our guide.

Middle aged man smiling doing work on laptop.

Investing - 3-Minute Read

Sarah Li Cain - Jul 10, 2023

How 401(k) Catch-Up Contributions Can Help You Save

Making 401(k) catch-up contributions can help you save more in your later years. Learn how making catch-up contributions can boost your retirement savings.
Older couple meeting with financial planner and smiling.

Investing - 6-Minute Read

Dan Miller - Jul 6, 2023

Pension Vs. 401(k): What Are The Key Differences?

Pensions and 401(k)s are both types of retirement plans, but how do they compare? Discover the differences between pension vs. 401(k) plans before choosing one.
Retired couple smiling and cooking together in their kitchen.

Investing - 5-Minute Read

Sarah Lozanova - Jun 21, 2023

Your Quick Guide To Inherited IRAs

If you’ve inherited an IRA, you’ll need to get familiar with the rules about these accounts. Explore our guide to inherited IRAs to understand how they work.
Young adult male with glasses and beard reviewing document and using calculator while sitting in front of open laptop.

Investing - 8-Minute Read

Sarah Sharkey - Jun 1, 2023

Your Quick Guide To Types Of IRAs

Are you researching the different types of IRAs and trying to understand which is best for you? Explore our guide to learn how different types of IRAs work.
Middle-aged woman wearing glasses and orange sweatshirt, sitting at table working on computer.

Investing - 6-Minute Read

Sarah Li Cain - May 30, 2023

Your Guide: How And Why To Roll Over A 401(k) To A Roth IRA

A 401(k) rollover into a Roth IRA can help high-income earners save for retirement. See if a 401(k) to Roth IRA rollover is the right retirement plan for you.
Closeup of woman's hands as she uses an ATM.

Investing - 5-Minute Read

Hanna Kielar - May 23, 2023

Can I Contribute To A 401(k) And An IRA?

You might be wondering, “Can I fund an IRA if I have a 401(k)?” It’s possible, but your IRA contributions might not be tax-deductible. Learn more in this guide.