People change jobs; it’s a fact of the modern workforce. But if you have a 401(k) from your old job, you need to decide what to do with it.
How much of an emergency fund should you have for living in retirement? Build up a liquid emergency fund that can cover your household’s unexpected cash needs.
Temporarily protect your retirement against volatility risk. Here are some retirement- planning strategies.
Unexpected events can get in the way as you prepare for and enter retirement. Here are some tips on how to try and mitigate their potential impact.
Social Security offers extra benefits to those who delay retirement, but few do. Learn why waiting might make sense for some people.
Annuities are a retirement vehicle that can ride side-saddle with Social Security income and pensions. But they’re not for everyone.
Is a dynamic approach to retirement fund drawdowns right for you? Go beyond the 4% rule and explore other strategies.
When considering how and when to draw down your retirement funds, look beyond the 4% rule and consider sequence of return risk.
Setting one’s retirement goals can be a daunting task, with many variables to consider, and lots of unknowns so many people make the mistake of putting it off
Going on vacation? Budget properly ahead of time and never take money out of retirement funds to pay for it.
Before getting settled into your new job, think about what to do with your 401(k). Should you leave it alone, join a new plan, or roll over to an IRA?
After years of contributing to your IRA, making withdrawals can take some getting used to. We’ve gathered some possible alternatives to help you manage your mandatory withdrawals.
Dynamic withdrawal retirement income strategy is quite a mouthful. The math is necessarily complex, too. But the concept is simple and playing an increasing role in baby boomer retirement planning.
The global financial crisis and other recent market developments raise questions over the validity of the 4% withdrawal guideline for retirement funds.
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