These are items tagged with `Retirement`

Types of Stock

Learn 7 basic types of stock you can invest in.


Keep yourself on track to retire by adding diversity to your investment portfolio.

Your Personal Goals

Your time horizon should determine your risk.

Investment Terms Dictionary

Decode some of the terminology used in investment here.

Retirement Investment Dictionary

Clarify some of the terminology used in retirement here.

Getting Your Money Out of a Retirement Account

If you take out money too soon, you can be heavily penalized.

Investment or Saving Choices

Your investment choices fall into three broad categories: stocks, bonds and cash.

Traditional IRA

Anyone who has earned income from a job and who is younger than 701⁄2 can contribute to a traditional IRA.

Employer Plans

Don't miss out a great opportunity by passing this up.

Other Various Retirement Funds

To find the right funds for your retirement portfolio, choose the fund types whose objectives and willingness to take risks match yours.

Roth IRA

A Roth IRA is similar to an IRA, but with important differences.

Retirement Accounts

The key to a successful retirement-investment plan lies not only in choosing the right investments but also in choosing the right place to keep them.

Retirement 101

Learn the basics of setting yourself up for a good retirement.

Investing in Bonds

Bonds add safety but reduce your overall return.

3 Key Rules

To put your retirement plan on track and keep it there, you need to master a few basic financial rules.

Investing in Stocks

A stock is an ownership share of a company.

My Social Security Account

18 years or older? Learn about your personal Social Security.

Create an Income Stream

Taking initial withdrawals of 4% or considering annuities are often recommended to retirees.

Plans With Self-Employment

Learn about your retirement account options if you are self-employed.

Questions to Ask Before Signing

If you’ve decided that an annuity makes sense for you, here are several key questions to ask yourself before signing any paperwork.

Fixed and Variable Annuity Expenses

The fewer features, the less fees.

Tax-Sheltered Annuity

A TSA, which is authorized under section 403(b) of the Internal Revenue Code, allows specific groups and individuals to purchase annuities that are paid for through payroll deductions on a tax-deferred basis.

Fixed Annuities

A fixed annuity earns a guaranteed rate of interest for a set time.

Variable Annuities

Higher risk, but potential for higher reward.


An annuity is typically part of a retirement investment.

Deferred Annuities

There are a number of situations a deferred annuity may be the right choice for you.

Tax-Deferred Accumulation

Under current federal law, annuities receive special tax treatment.

How Your Annuity Can Be Paid to You

The most common ways are life only, period certain, life with period certain, or joint and last survivor.

Immediate Annuities

There are a number of situations an immediate annuity may be the right choice for you.

When You Can Start Getting Money From Your Annuity

Either you will receive payments within a year or you will wait awhile.

Quiz: Should I Consider Immediate or Deferred Annuities?

A short quiz to help you navigate what you might need.

Turning 50

Turning 50 means you need to think through issues now to avoid problems later.

Indexed Annuities

An indexed annuity is a kind of fixed annuity that grows according to a variable rate.

Annuity Terms Dictionary

Clarify some of the terminology used in life insurance here.

After-Tax Contributions

Thinking through your financial needs can save you from penalties and extra taxes later.

Options for Paying Premiums

Either you make one payment or several ones over a period time.

Annuity Tax Considerations

Things to consider about taxation when looking at Annuities.

Ways An Annuity Can Earn Interest

Learn about fixed rate and variable annuities.