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Retirement Planning
  • Retirement Planning Guide
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Personal Finance Retirement Planning

Retirement Planning

Learn how much you need to retire comfortably, and how to prepare for the "unexpected" in retirement. Prepare for everything from living expenses, to healthcare, to planning that trip you've always wanted to take.

Retirement Planning
  • Retirement Planning Guide
  • Retirement Savings Accounts
  • IRA
  • Social Security
  • 401K
  • Pensions
  • Estate Planning
  • Senior Care
  • Annuities
Piggy bank with combo lock, word "retire," and two eggs: 401K and IRA.
Eligible Designated Beneficiary Definition
An eligible designated beneficiary is a person who inherits a retirement account and is classified in one of five categories of individuals ...
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    Should COVID-19 Change Your Retirement Strategy?
  • Small Business
    Association Retirement Plan Definition
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    10 Questions to Ask Your Financial Advisor About Retirement
  • How Much Do I Need to Retire?
    How Much Do I Need to Retire?
  • Retirement
    What Is the SECURE Act and How Could It Affect Your Retirement?
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    Required Minimum Distribution (RMD) Definition
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    Spend or Save: Should I Pay Off My Mortgage or Invest for Retirement?
  • Retirement Account
    401(k) vs. Pension Plan: What’s the Difference?
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    Employee Stock Ownership Plan (ESOP) Definition
  • Four Percent Rule Definition
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    Supplemental Executive Retirement Plan (SERP) Definition
  • Ethnic Senior Couple With Financial Advisor
    The Importance of Updating Retirement Account Beneficiaries
  • Making Money Work for Her Business
    Risk Profile Definition
  • A man taking notes during a meeting.
    Average Retirement Savings by Group
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    Should I Trade My Retirement Account?
  • An elderly couople smiling and drinking at a family barbecue in a courtyard.
    Living Frugally and Happily in Retirement
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    Substantially Equal Periodic Payment (SEPP) Definition
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    What Is the Three-Legged Stool?
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    Dual Income No Kids (DINK)? Ignore This Retirement Advice
  • In-Kind Redemptions
    Distribution-in-Kind Definition
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    Financial Independence, Retire Early (FIRE) Definition
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    SIMPLE Retirement Plans for Small Employers
  • Safe Withdrawal Rate (SWR) Method Definition
  • How to Create a Retirement Portfolio Strategy
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    How to Plan for Medical Expenses in Retirement
  • The 11 Worst Retirement Mistakes: Sidestep Them
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    How to Plan for Travel in Retirement
  • Investing Money for Retirement
    Now You Can Save More for Retirement
  • Retirement Planning Doesn’t Stop When You Retire
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    Interest-Only Retirement: Can It Be Done?
  • How RESA Could Reform Workplace Retirement Plans
  • Retirement Plan Tax Prep Checklist
  • 10 Years Later: How the Financial Crisis Affected Seniors
  • How the U.S. Ranks on the Global Retirement Index
  • Close up Businessman using calculator for do math finance on wooden desk in office, tax, accounting, statistics and analytic research concept
    Actual Deferral & Actual Contribution Percentage Tests Definition
  • Older couple in kitchen, looking at computer with papers in hand
    How Retirees Can Lower Retirement Income Risk
  • How to Manage Income During Retirement
  • Avoid the Downsides of Downsizing in Retirement
  • 10 Ways to Borrow When Retired
  • Retired Couple Planning Once in a Lifetime Vacation
    Retirement Planning Tips If You're in Your Mid-60s and Beyond
  • A man comparing numbers on his calculator to numbers in a binder.
    Pay Yourself First Definition
  • Retirement Planning Definition
  • A businessman with glasess off holding glasses and papers in the office.
    Systematic Withdrawal Plan (SWP) Definition
  • Mature couple canoeing on tranquil lake, Alberta, Canada
    Best Cities for Retirees to Age Successfully
  • Businessman and businesswoman having a meeting in office with laptop.
    Guaranteed Lifetime Withdrawal Benefit (GLWB) Definition
  • A woman snorkeling in Miniloc lagoon, Philippines.
    How to Plan Your Retirement in the Philippines
  • El Angel de Independencia, Mexican landmark in Mexico City.
    How Much Money Do You Need to Live in Mexico City?
  • Can Retirees Live in Military Housing?
  • When Retirement Is Getting You Down
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    What's Your Net Worth Telling You?
  • 5 Countries With Easy Citizenship for Retirement
  • Retire on a Cruise Ship With Less Than $1 Million
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    Going Back to the Philippines to Retire: A How-to Guide
  • Journey Through the 6 Stages of Retirement
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    How to Protect Your Retirement From Lawsuits
  • The Grestest Generation -- Dennis Smith’s tribute to the veterans of World War II
    The Greatest Generation Definition
  • 5 Companies With the Best Retirement Plans
  • Everything You Need to Know About Deferred Retirement Option Plans (DROPs)
  • 4 Alternatives to Borrowing or Withdrawing Retirement Funds
  • Office building, man next to escalator
    Should You Accept an Early Retirement Offer?
  • Returning to South Korea to Retire: A How-to Guide
  • White-haired couple hiking in the woods
    How to Have a Comfortable Retirement on Social Security Alone
  • 5 Best Places to Retire on $35,000 a Year
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