Retirement

Latest Articles

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  How to retire on less than $1 million and never run out of money

  Why you may not have to be a millionaire to retire.

  4 min read Aug 26, 2025
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  5 ways to get on the path to lifetime income

  Want financial security in retirement? You can’t rely on Social Security alone.

  6 min read Aug 26, 2025
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  What is a required minimum distribution (RMD)?

  If you have a retirement account, it’s important to have an understanding of RMDs.

  4 min read Aug 25, 2025
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  What are variable annuities? Benefits, risks and how they work

  The fees and complexity of variable annuities can far outweigh potential benefits.

  6 min read Aug 25, 2025
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  401(k) rollover options: What to do if you lose or change your job

  Decisions you make now can end up costing a lot more later, so carefully weigh what to do with your 401(k).

  5 min read Aug 22, 2025
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  Americans are flocking to Texas, so why does it rank as the second worst U.S. state to retire in?

  Texas is known for low taxes and sunshine, but that’s where the superlatives end.

  4 min read Aug 22, 2025
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  What is a charitable gift annuity?

  Charitable gift annuities offer a strategic approach to philanthropy.

  5 min read Aug 21, 2025
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  SIMPLE IRAs: What they are, how they work and who can have one

  These plans are great for small businesses in search of a straightforward and inexpensive retirement plan.

  5 min read Aug 21, 2025
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  The 10 most affordable states for retirees in 2025

  Affordability for retirees varies wildly from state to state.

  3 min read Aug 20, 2025
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  How to avoid paying taxes on Social Security income

  Here’s how the experts say you can avoid taxes on Social Security and why you might not want to.

  7 min read Aug 19, 2025