10 Websites Women Should Bookmark for Retirement Planning
Where do you go to check your Social Security record, compare Medicare plans, or find an old 401(k)? Start with these 10 websites and a simple first step for each.
Beneficiary Designations: 9 Questions for Retirement Planning
Learn nine questions to ask during a beneficiary designation review so your retirement accounts, insurance, and estate plan work together.
Maximizing Social Security Benefits: Is Investing Early Retirement Payments Better Than Delaying Benefits?
Is starting Social Security benefits early and investing those payments better than delaying benefits to age 70?
Inherited IRA Options for a Surviving Spouse: What to Consider Before Moving the Money
A surviving spouse can keep an inherited IRA or move it into her own IRA. Learn how age, taxes, healthcare, and RMDs can affect the decision.
The Great Wealth Transfer: Why Women Are Poised to Lead a Financial Transformation
The Great Wealth Transfer will put $30 trillion in women's hands by 2030. Learn how women approaching retirement can prepare for inheritance, retirement income, tax planning, Social Security, investing, and legacy planning.
Should I Buy an Annuity? Six Questions to Ask Before You Decide
Should you buy an annuity? Start with six questions about your retirement goal, alternatives, guarantees, costs, access to your money, and future changes.
How Are Annuities Taxed? Start With Where the Money Came From
Learn how qualified and nonqualified annuities are taxed, how withdrawals differ from annuity payments, and why the source of your money matters.
What Happens to Health Insurance When One Spouse Retires Before the Other?
When one spouse retires before the other, health insurance can become complicated. Learn how employer coverage, COBRA, Medicare, and ACA plans may fit together.
What Is an Annuity? How Annuities Work and the Main Types
Learn what an annuity is, how immediate and deferred annuities work, and how fixed, indexed, and variable annuities differ in retirement planning.