Retirement planning
Where's my catamaran? Setting smart and realistic retirement goals
Anything from unexpected health care costs to market volatility can derail your dreams. That means it's important to focus on setting smart and realistic goals.
Tax benefits of converting a traditional IRA to a Roth IRA
If you'd prefer to have more money in after-tax accounts, you may be in luck. A Roth conversion allows you to change pre-tax savings to after-tax assets.
HSAs and HRAs: What you need to know
Healthcare is one of the most significant financial obstacles you will encounter.
Some considerations for planning an early retirement
If you're dreaming of an early retirement, here are some tips to consider to make that dream come true. There's no magic formula, but you can develop a realistic plan.
Annuity payment options
If you're considering an annuity, here's an outline of some of the different ways you can have it pay out.
Why you may want to consider senior life insurance
Do you still need life insurance once you achieve retirement? The answer depends on your overall financial picture and family circumstances.
Pension vs 401(k): what's the difference?
Pension plans, which are funded by your employer, are increasingly being replaced by 401(k) plans, which are employee-funded. Learn how these plans work and what they mean for your retirement.