Articles On:retirement planning

November 28, 2024

Retiree Confidence Survey

In 2023, the Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald ...

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Black couple on beach enjoying their retirement with high retiree confidence.
November 22, 2023

Retirement Planning Tips for Single Women

It’s perhaps not surprising that single, never-married women workers are less confident than their married ...

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A woman researching on a laptop and phone. She'll learn that single women can retire.
October 4, 2023

Overcome Your Fear of Retirement

Fear of retirement is a real phenomenon for millions of older Americans. If you’re behind ...

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Black senior thinking nervously because of his fear of retirement.
September 6, 2023

Penalty-Free Early Withdrawals From Retirement Accounts

Q: Are there exceptions to the 10% penalty for taking early withdrawals from a 401(k) ...

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Almost retired couple dancing, for article on penalty-free early withdrawals
August 9, 2023

The Benefits of Renting for Retirees

With average single-family home prices up nearly 24% since 2020 and home mortgage rates hovering ...

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retiree couple moving into house, by Photographerlondon. For article on renting for retirees as a wise choice
July 12, 2023

Over 50 With Zero Retirement Savings? 9 Steps to Take Now

If you’re in your 50s and 60s with no retirement savings in sight, you’re far ...

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senior couple looking at almost empty wallet because they have zero retirement savings
July 5, 2023

Consider State Taxes in Retirement

Many people don’t consider the taxes that they could face in retirement, especially if they ...

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state taxes in retirement
June 14, 2023

Lower Taxes on RMDs

Postponing withdrawal of funds from your IRA could prove costly, but withdrawing them could bump ...

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senior couple trying to lower taxes on RMDs
June 13, 2023

Unretirement: Retirees Returning to Work

Part of the American dream used to be retiring by age 65 and doing whatever ...

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an older retail worker at a grocery store, from Shannon Fagan, for article on unretirement and working after retirement
June 7, 2023

Adjusting to Retirement

Planning for your retirement involves more than financial preparation. Whether you are aging in place ...

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Woman reading a book in a park, from Wavebreakmedia. Planning for retirement involves more than finances. These tips for adjusting to retirement can help you embrace your post-career years.