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Retirement planning

Social Security. Tax deferred benefits. IRAs. Get the facts you need to understand your retirement options with the articles and videos in this section.
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A senior African American woman reviewing her pension paperwork while deciding who to make her beneficiary.
Retirement Planning

What happens to my pension when I die?

Protect future payments from your pension plan by ensuring a beneficiary has been named. If no one has been named, the distribution of your pension will be determined by the rules of your plan and/or state.

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Retirement Planning

What's the difference between a Roth IRA and a traditional IRA?

So you're ready to start an IRA. But what kind of IRA do you need? This article outlines the two major IRA choices, their differences and what benefits they offer.

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Senior husband touching foreheads with wife in wheelchair
Retirement Planning

When should I retire?

You can start getting Social Security benefits right away when you reach age 62. But figuring out when to retire is another question entirely.

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 A senior couple playfully outdoors doing yard work.
Retirement Planning

Will I need to delay retirement?

From financial obligations to concerns about healthcare coverage, seniors are reporting they will delay plans to retire.

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Older man and adult daughter sitting in living room and smiling.
Retirement Planning

Working after retirement: Can I still collect my Social Security?

There are many benefits to working during retirement. But factors such as your age or how much you earn may impact your Social Security. Learn more in this overview.

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