What’s the 59½ rule for early retirement savings withdrawals?
To better understand your retirement savings and your options for when you want to retire, it’s helpful to know the financial impact of early retirement withdrawals before age 59½.
4 min read
What is a defined benefit plan and how does it work?
A defined benefit plan, also called a pension, is a workplace benefit that pays you a fixed amount regularly after retirement as long as you meet certain requirements.
How to use an annuity to create your retirement income plan
An annuity can serve as a key part of a retirement income plan, generating guaranteed income and making budgeting simpler.
5 min read
It’s open enrollment time: How to choose your benefits for next year
The end of the year gives you a chance to adjust contributions and coverage for a range of benefits, including insurance coverage, voluntary benefits, and savings accounts. It’s also a good time of year to check in on your retirement contributions.
Debunking common annuity myths: Real talk about retirement savings
Often misunderstood and underused, annuities may offer benefits for nearly every life stage and type of saver.
3 min read
How to spot imposter scams and protect your money
Is that person asking for your information who they say they are? If something feels off, it probably is. Here’s how to tell.
4 min read
Pay off debt with retirement savings? 3 reasons to reconsider
Using retirement savings to pay off debt can have an impact on your financial foundation now and in the future.
6 min read
Annuities: Types, payments, taxes, and more
Diversity and balance in your retirement savings—from guaranteed sources of income to those with growth potential—is key. Annuities may offer a tax-advantaged source for your post-work years.
6 min read
Near retirement? Here’s how to protect your retirement savings from market volatility.
Four investing tips can help you safeguard your savings and create a near retirement investment strategy if the markets get bumpy.
5 min read
When you’ve got decades to save for retirement, how should you begin?
When you’re 10-plus years from your retirement party, time is your friend. These tips can help you get started and save more.