Retirement

Latest Articles

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  Active trading in a Roth IRA: 5 key things to consider first

  Retail investors don’t normally trade in a Roth IRA, but if you do, consider these factors.

  5 min read Jun 20, 2025
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  Getting a 401(k) match from your employer: What that means and how it works

  Experts refer to a 401(k) match as “free money.”

  4 min read Jun 20, 2025
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  Want to delay RMDs? Check out qualified longevity annuity contracts

  If you’re in your 60s and want to delay RMDs, a QLAC is one way to do that.

  4 min read Jun 19, 2025
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  What is a nonqualified annuity and how does it work?

  The term “nonqualified” simply describes the annuity’s tax treatment.

  3 min read Jun 18, 2025
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  Making 401(k) early withdrawals: 3 ways to access your money and what to consider before doing so

  While it might sound tempting, once you know the ramifications of an early 401(k) withdrawal, you may feel differently.

  5 min read Jun 17, 2025
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  Want to retire early? Check these 7 things right now

  The idea of having nothing but time on your hands as soon as possible is alluring.

  5 min read Jun 17, 2025
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  Retiring with $1 million: Here’s how it can be done

  The right balance of income and expenses can make $1 million a sufficient nest egg.

  5 min read Jun 17, 2025
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  Best self-directed IRA (SDIRA) companies in 2025

  These are some of the best self-directed IRAs available for experienced investors.

  4 min read Jun 12, 2025
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  I paused investing to pay off student loans — and still retired at 40

  Getting out of debt can sometimes be a smarter choice than saving for retirement.

  5 min read Jun 12, 2025
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  A complete guide to SEP IRAs: Why those who are self-employed should take a look

  The SEP IRA is designed for simplicity — especially if you own your own business.

  7 min read Jun 11, 2025