Retirement

Latest Articles

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  What is a safe harbor 401(k)?

  A safe harbor 401(k) can simplify the process for a company looking to roll out a retirement plan.

  6 min read Nov 01, 2024
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  What is a spousal IRA?

  The spousal IRA allows a spouse who did not have earned income to contribute to an IRA.

  3 min read Nov 01, 2024
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  4 common reasons for selling an annuity

  Selling annuity payments is considered a last resort for most people.

  4 min read Nov 01, 2024
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  Social Security benefits in 2025: 5 big changes retirees should plan for

  The Social Security Administration announced benefit checks will rise 2.5% in 2025.

  3 min read Oct 24, 2024
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  5 popular annuity riders: How they work and costs

  An annuity rider is an optional feature that you can add to your annuity contract.

  4 min read Oct 21, 2024
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  What to do before, during and after your annuity free look period

  A free look gives extra time to review an annuity contract and revise your decision.

  6 min read Oct 21, 2024
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  Where Harris and Trump stand on Medicare and Social Security

  Social Security and Medicare act as lifelines for millions of Americans.

  8 min read Oct 10, 2024
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  Social Security payments to rise 2.5% in 2025 after COLA increase

  Here’s how much Social Security payments are increasing for 2025.

  2 min read Oct 10, 2024
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  9 retirement investing mistakes to avoid

  A financially secure retirement won’t just happen to you. Craft a carefully considered plan and stick to it.

  7 min read Oct 08, 2024
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  Should you retire in New York? It ranks as the second-worst state for retirees, here’s why

  New York’s lack of affordability pushed the state to 49th in Bankrate’s rankings.

  5 min read Oct 07, 2024