Retirement

Popular Retirement Content

Retirement Planning

Planning for Retirement: 3 Things You Need to Know in 2024

Three key things will help shape your retirement plan: How much will you spend? Where will the money come from? And how long will you be retired? Here's how to answer those questions.

Dayana Yochim

How to Save for Retirement

This article answers the key tactical questions about saving for retirement — which accounts to use, how much to put there, and what comes next.

Dayana Yochim

How Much Should I Be Saving for Retirement?

There are several so-called rules of thumb about how much you should save for a comfortable retirement. Here's what they get right and how to pick one that suits your situation best.

Dayana Yochim

Investing for Retirement: A How-To Guide

Does the idea of figuring out how to invest your retirement savings give you a sense of anxiety and overwhelm? We offer two almost-no-brainer approaches to it.

Andrea Coombes

What Is the 4% Rule?

The 4% rule is a useful rule of thumb that tells you how much money you can safely withdraw from your savings when you retire. Here's how it works.

Andrea Coombes

IRA & 401k Education

What Is an IRA? Pros and Cons

IRAs were created by the government to give individuals a tax-advantaged retirement savings option not tied to a person’s employer. Read on to find out more about how they work and pros/cons.

Dayana Yochim

What Is a 401(k)? Pros and Cons

A 401(k) is an employer-sponsored retirement plan offered by companies to the employees who work there. Read more and find out about their pros and cons.

Dayana Yochim

IRA vs. 401(k): The Best Way to Use Each Account

Both IRAs and 401(k)s are valuable tools in your retirement savings strategy. But there are notable differences in how they work. Read on to compare the differences between IRAs and 401(k)s.

Dayana Yochim

Comparing Roth IRA vs. Traditional IRA

The main difference between Roth and traditional IRAs is how contributions (the money you put into the account) and distributions (withdrawals) are taxed. Any follow-up questions? Read on.

Dayana Yochim

How Do I Open a Roth IRA?

Opening this type of tax-advantaged retirement account is not only smart — it's easy. Here's how.

Andrea Coombes

How Much Does It Cost to Open an IRA?

In general, you don’t have to pay a cent to open an IRA. But once you’ve got your account up and running, you might run into various fees and costs. Here's what to look for.

Andrea Coombes

Can I Roll Over my 401(k) to a Roth IRA?

You can do a 401(k)-to-Roth IRA rollover — but there are important things to know about what that means for your taxes.

Andrea Coombes

IRA Reviews

Charles Schwab IRA Review

It’s pretty hard to find things to dislike about Charles Schwab. Its robust customer service, breadth of offerings and low costs make Schwab hard to beat.

Andrea Coombes

E*TRADE IRA Review

E*TRADE has a truly standout feature in its IRA portfolio: one unique IRA offering: the E*TRADE Complete IRA. See how E*TRADE's IRAs stack up.

Dayana Yochim

Fidelity IRA Review

Fidelity is a force to be reckoned with in the world of individual retirement accounts, with its own zero-fee index mutual funds and 0% management fees.

Dayana Yochim

J.P. Morgan IRA Review

J.P. Morgan IRAs could be a convenient option if you already have Chase bank accounts. But there are drawbacks to the online experience compared to other brokerages.

Andrea Coombes

Merrill Edge IRA Review

If you’re a Bank of America customer, it may be hard to find a reason not to open your IRA at Merrill Edge. Overall, the Merrill Edge IRA is absolutely fine.

Andrea Coombes

Robinhood IRA Review

If you're a self-directed equities investor who's willing to manage your own retirement portfolio, Robinhood's IRA match may make it worth consideration. But there are caveats galore.

Dayana Yochim

SoFi IRA Review

SoFi has a lot to like, but after opening a SoFi IRA account and digging into the details, I found too few investment options for most long-term retirement savers.

Andrea Coombes

Vanguard IRA Review

Our testing found that Vanguard works great for a no-frills, buy-and-hold investing strategy, but has drawbacks compared to some other brokers.

Andrea Coombes

Recently Updated Retirement Content

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Vanguard IRA Review

Our testing found that Vanguard works great for a no-frills, buy-and-hold investing strategy, but has drawbacks compared to some other brokers.

Andrea Coombes      July 02, 2024

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SoFi IRA Review

SoFi has a lot to like, but after opening a SoFi IRA account and digging into the details, I found too few investment options for most long-term retirement savers.

Andrea Coombes      July 01, 2024

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IRA vs. 401(k): The Best Way to Use Each Account

Both IRAs and 401(k)s are valuable tools in your retirement savings strategy. But there are notable differences in how they work. Read on to compare the differences between IRAs and 401(k)s.

Dayana Yochim      June 28, 2024

investor-retirement-accounts.jpg

What Is a 401(k)? Pros and Cons

A 401(k) is an employer-sponsored retirement plan offered by companies to the employees who work there. Read more and find out about their pros and cons.

Dayana Yochim      June 28, 2024

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Can I Roll Over my 401(k) to a Roth IRA?

You can do a 401(k)-to-Roth IRA rollover — but there are important things to know about what that means for your taxes.

Andrea Coombes      June 28, 2024

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What Is a Retirement Account?

A retirement account has special features that make it easier to grow your savings for the future. And by “special features,” we mean tax benefits. Here's what to know.

Andrea Coombes      June 28, 2024

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What Is an IRA? Pros and Cons

IRAs were created by the government to give individuals a tax-advantaged retirement savings option not tied to a person’s employer. Read on to find out more about how they work and pros/cons.

Dayana Yochim      June 28, 2024

INV-Default-Schema-Image-1200x628.jpg

Fidelity IRA Review

Fidelity is a force to be reckoned with in the world of individual retirement accounts, with its own zero-fee index mutual funds and 0% management fees.

Dayana Yochim      June 28, 2024

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How Do I Open a Roth IRA?

Opening this type of tax-advantaged retirement account is not only smart — it's easy. Here's how.

Andrea Coombes      June 28, 2024

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Comparing Roth IRA vs. Traditional IRA

The main difference between Roth and traditional IRAs is how contributions (the money you put into the account) and distributions (withdrawals) are taxed. Any follow-up questions? Read on.

Dayana Yochim      June 28, 2024

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